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New Portfolio - New Portfolio

PerformancePortfolio Details

Anna

New Portfolio
Individual Investor
Ranked #97,277 out of 783,845 TipRanks' Investors
Success Rate
78%
29 out of 37
profitable transactions
Average Return
20.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.75%
6-Month Return▲ 23.58%
12-Month Return▲ 48.76%
YTD Return▲ 5.82%
Total Return▲ 52.36%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 129.85%

Bio

annamajorova961@gmail.com

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 6.13%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 6.56%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.14%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.03%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.64%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.59%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.81%
Dec 2024
▲ 4.46%
▲ 2.69%
▲ 5.82%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 6.13%
▲ 8.13%▲ 1.21%▲ 6.56%
▼ 13.14%▲ 2.34%▲ 1.14%
▲ 2.93%▲ 2.10%▲ 5.03%
▲ 9.99%▼ 0.89%▼ 0.64%
▲ 26.04%▲ 5.96%▲ 7.59%
▲ 5.93%▼ 2.41%▼ 1.81%
▲ 4.46%▲ 2.69%▲ 5.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPX
Spirax Sarco Engineering
3.46%
▲ 6.99%
1
Open
Aug 31, 2024
SPY
SPDR S&P 500 ETF Trust CDI
0%
▲ 17.82%
1
Open
Aug 31, 2024
CSBYX
Columbia Short Term Bond Fund Class I3
0%
▼ 0.10%
1
Open
Aug 26, 2024
JPM
JPMorgan Chase & Co.
0%
▲ 26.02%
1
Open
Aug 20, 2024
1GOOGL
Alphabet Class A
0%
▲ 32.98%
1
Open
Aug 11, 2024
BRK.B
Berkshire Hathaway B
0%
▲ 8.89%
1
Open
Aug 11, 2024
QQQ
Invesco QQQ Trust
0%
▲ 20.33%
1
Open
Aug 04, 2024
O
Realty Income
0%
▼ 5.58%
1
Open
Aug 04, 2024
TDOC
Teladoc
0%
▲ 9.72%
1
Open
Jul 15, 2024
MMC
Marsh & Mclennan Companies
0%
▲ 0.39%
1
Open
Jul 15, 2024
SPY
SPDR S&P 500 ETF Trust
0%
▲ 7.87%
1
Open
Jul 15, 2024
NDAQ
Nasdaq
0%
▲ 31.52%
1
Open
Jul 15, 2024
ZIM
ZIM Integrated Shipping Services
0%
▲ 23.79%
1
Open
Jul 15, 2024
ACB
Aurora Cannabis
0%
▼ 40.07%
1
Open
Jul 15, 2024
A
Agilent
0%
▲ 16.05%
1
Open
Jul 15, 2024
KLAC
KLA
0%
▼ 13.57%
1
Open
Jul 15, 2024
ORLY
O'Reilly Auto
0%
▲ 24.18%
1
Open
Jul 15, 2024
QCOM
Qualcomm
0%
▼ 16.07%
1
Open
Jul 15, 2024
DIS
Walt Disney
0%
▲ 17.23%
1
Open
Jul 15, 2024
ADBE
Adobe
0%
▼ 22.67%
1
Open
Jul 15, 2024