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New Portfolio - New Portfolio

Dan

New Portfolio
Individual Investor
Ranked #321,447 out of 783,845 TipRanks' Investors
Success Rate
56%
13 out of 23
profitable transactions
Average Return
14.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.49%
6-Month Return▲ 21.18%
12-Month Return▲ 26.34%
YTD Return▲ 6.14%
Total Return▲ 31.97%

Best Trade

Opened at
Closed at-
Gain▲ 144.63%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 7.27%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 10.83%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.56%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.54%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 5.43%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 12.34%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 8.97%
Dec 2024
▲ 4.46%
▲ 2.69%
▲ 6.14%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 7.27%
▲ 8.13%▲ 1.21%▲ 10.83%
▼ 13.14%▲ 2.34%▼ 0.56%
▲ 2.93%▲ 2.10%▲ 0.54%
▲ 9.99%▼ 0.89%▲ 5.43%
▲ 26.04%▲ 5.96%▲ 12.34%
▲ 5.93%▼ 2.41%▼ 8.97%
▲ 4.46%▲ 2.69%▲ 6.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sirius XM Holdings
9.09%
▼ 16.62%
1
Open
Aug 14, 2024
Boston Scientific
▲ 30.69%
2
Close
Jul 18, 2024
QuantumScape
▼ 3.79%
2
Close
Jul 18, 2024
Quantum Computing
▼ 22.00%
2
Close
Jul 18, 2024
D-Wave Quantum
▲ 30.33%
2
Close
Jul 18, 2024
IonQ
▼ 31.58%
2
Close
Jul 18, 2024
Myomo
▲ 52.55%
2
Close
Jul 18, 2024
Arvinas Holding Company
▼ 30.39%
2
Close
Jul 18, 2024
Sterling Construction
▲ 54.98%
2
Close
Jul 18, 2024
Virco Manufacturing
▲ 37.39%
2
Close
Jul 18, 2024
VirTra
▼ 25.11%
2
Close
Jul 18, 2024
InMode
▼ 23.79%
2
Close
Jul 18, 2024
Essential Properties Realty
▲ 10.49%
2
Close
Jul 18, 2024
Walt Disney
9.09%
▲ 17.33%
1
Open
Jul 18, 2024
Meta Platforms
9.09%
▲ 45.09%
1
Open
Jul 18, 2024
SoFi Technologies
9.09%
▲ 109.56%
1
Open
Jul 18, 2024
Krispy Kreme
9.09%
▼ 18.61%
1
Open
Jul 18, 2024
McDonald's
9.09%
▲ 12.56%
1
Open
Jul 18, 2024
Cleanspark
9.09%
▼ 38.84%
1
Open
Jul 18, 2024
Nike
9.09%
▲ 3.19%
1
Open
Jul 04, 2024