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New Portfolio - New Portfolio

PerformancePortfolio Details

Dan

New Portfolio
Individual Investor
Ranked #337,357 out of 775,923 TipRanks' Investors
Success Rate
52%
12 out of 23
profitable transactions
Average Return
12.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.83%
6-Month Return▲ 19.00%
12-Month Return-
YTD Return▲ 25.11%
Total Return▲ 25.11%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 174.43%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.51%
May 2024
▼ 2.25%
▲ 3.53%
▼ 7.27%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 10.83%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.56%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.54%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 5.24%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 12.34%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 8.24%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.51%
▼ 2.25%▲ 3.53%▼ 7.27%
▲ 25.71%▲ 1.21%▲ 10.83%
▼ 4.22%▲ 2.34%▼ 0.56%
▲ 7.82%▲ 2.10%▲ 0.54%
▲ 5.38%▼ 0.89%▲ 5.24%
▲ 43.22%▲ 5.96%▲ 12.34%
▲ 3.34%▼ 1.56%▼ 8.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SIRI
Sirius XM Holdings
9.09%
▼ 19.85%
1
Open
Aug 14, 2024
BSX
Boston Scientific
―
▲ 30.69%
2
Close
Jul 18, 2024
QS
QuantumScape
―
▼ 3.79%
2
Close
Jul 18, 2024
QUBT
Quantum Computing
―
▼ 22.00%
2
Close
Jul 18, 2024
QBTS
D-Wave Quantum
―
▲ 30.33%
2
Close
Jul 18, 2024
IONQ
IonQ
―
▼ 31.58%
2
Close
Jul 18, 2024
MYO
Myomo
―
▲ 52.55%
2
Close
Jul 18, 2024
ARVN
Arvinas Holding Company
―
▼ 30.39%
2
Close
Jul 18, 2024
STRL
Sterling Construction
―
▲ 54.98%
2
Close
Jul 18, 2024
VIRC
Virco Manufacturing
―
▲ 37.39%
2
Close
Jul 18, 2024
VTSI
VirTra
―
▼ 25.11%
2
Close
Jul 18, 2024
INMD
InMode
―
▼ 23.79%
2
Close
Jul 18, 2024
EPRT
Essential Properties Realty
―
▲ 10.48%
2
Close
Jul 18, 2024
DIS
Walt Disney
9.09%
▲ 16.26%
1
Open
Jul 18, 2024
META
Meta Platforms
9.09%
▲ 23.21%
1
Open
Jul 18, 2024
SOFI
SoFi Technologies
9.09%
▲ 103.85%
1
Open
Jul 18, 2024
DNUT
Krispy Kreme
9.09%
▼ 15.46%
1
Open
Jul 18, 2024
MCD
McDonald's
9.09%
▲ 14.12%
1
Open
Jul 18, 2024
CLSK
Cleanspark
9.09%
▼ 34.74%
1
Open
Jul 18, 2024
NKE
Nike
9.09%
▲ 3.24%
1
Open
Jul 04, 2024