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New Portfolio Dec 2023 - New Portfolio

Rafi Massarwa

New Portfolio Dec 2023
Individual Investor
Ranked #58,237 out of 769,002 TipRanks' Investors
Success Rate
74%
145 out of 196
profitable transactions
Average Return
8.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.91%
6-Month Return▲ 19.63%
12-Month Return-
YTD Return▲ 30.30%
Total Return▲ 39.00%

Best Trade

Opened at
Closed at
Gain▲ 60.57%

Bio

I will beat the market by all means - that's my #1 goal. My history will remain my Leason & Learn

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 7.48%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 16.15%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.90%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 11.08%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.04%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.07%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 2.40%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 7.48%
▲ 11.46%▲ 5.06%▲ 16.15%
▼ 2.25%▲ 3.53%▲ 2.90%
▲ 25.72%▲ 1.21%▲ 11.08%
▼ 4.22%▲ 2.34%▲ 2.34%
▲ 7.82%▲ 2.10%▲ 3.04%
▲ 5.70%▼ 0.89%▼ 2.07%
▲ 21.94%▲ 3.81%▲ 2.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rivian Automotive
2.96%
▼ 35.39%
3
Buy
Nov 19, 2024
Enovix
18.99%
▲ 11.32%
25
Buy
Nov 16, 2024
Alibaba
▲ 34.10%
12
Close
Nov 15, 2024
Dollar General
4.78%
▼ 3.88%
8
Buy
Nov 11, 2024
Walt Disney
1.38%
▲ 21.86%
6
Sell
Nov 06, 2024
Super Micro Computer
▼ 16.24%
2
Close
Nov 05, 2024
Ferrari
5.44%
▼ 6.70%
2
Buy
Nov 05, 2024
Nike
3.66%
▼ 9.02%
8
Buy
Oct 31, 2024
PayPal Holdings
2.68%
▲ 31.66%
23
Open
Oct 29, 2024
Adobe
8.66%
▼ 0.63%
18
Sell
Oct 29, 2024
iShares Russell 2000 ETF
8.49%
▲ 9.09%
11
Sell
Oct 29, 2024
Enphase Energy
2.27%
▲ 0.09%
14
Buy
Oct 24, 2024
Vanguard Dividend Appreciation ETF
3.95%
▲ 7.79%
8
Buy
Oct 24, 2024
Vanguard S&P 500 ETF
4.41%
▲ 11.47%
9
Buy
Oct 24, 2024
Schwab US Dividend Equity ETF
4.41%
▲ 5.94%
7
Buy
Oct 24, 2024
Berkshire Hathaway B
2.23%
▲ 6.64%
6
Buy
Oct 24, 2024
Vanguard Information Technology ETF
5.81%
▲ 11.00%
6
Buy
Oct 24, 2024
Vanguard International High Dividend Yield ETF
1.37%
▲ 1.18%
6
Buy
Oct 24, 2024
Vanguard High Dividend Yield Index ETF
0.8%
▲ 3.66%
4
Buy
Oct 24, 2024
Beyond Air
▲ 6.80%
8
Close
Oct 24, 2024