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New Portfolio - New Portfolio

AS FAR AS YOU KNOW

New Portfolio
Individual Investor
Ranked #124,567 out of 769,002 TipRanks' Investors
Success Rate
67%
114 out of 171
profitable transactions
Average Return
5.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.16%
6-Month Return▲ 13.82%
12-Month Return-
YTD Return▲ 27.61%
Total Return▲ 27.61%

Best Trade

Opened at
Closed at-
Gain▲ 102.16%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.74%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.62%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.10%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.48%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.18%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.93%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.82%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 2.93%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.74%
▲ 11.46%▲ 5.06%▲ 3.62%
▼ 2.25%▲ 3.53%▲ 4.10%
▲ 25.72%▲ 1.21%▲ 0.48%
▼ 4.22%▲ 2.34%▲ 4.18%
▲ 7.82%▲ 2.10%▲ 0.93%
▲ 5.70%▼ 0.89%▲ 0.82%
▲ 23.63%▲ 3.84%▲ 2.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Netflix
▲ 25.30%
2
Close
Nov 21, 2024
Industrial Select Sector SPDR Fund
0%
0.00%
1
Open
Nov 21, 2024
Tectonic Therapeutic
0%
▲ 1.78%
1
Open
Nov 14, 2024
Fidelity Blue Chip Growth ETF
0%
▼ 2.49%
3
Open
Nov 08, 2024
Consumer Discretionary Select Sector SPDR Fund
0%
▲ 5.27%
3
Open
Nov 08, 2024
Vistra Energy
0%
▲ 9.17%
3
Open
Nov 08, 2024
Constellation Energy Corporation
▲ 5.94%
2
Close
Nov 08, 2024
Verona Pharma
0%
▲ 0.70%
1
Open
Nov 08, 2024
Fidelity MSCI Information Technology Index ETF
0%
▼ 1.92%
1
Open
Nov 08, 2024
SPDR S&P Emerging Asia Pacific ETF
0%
▼ 3.12%
1
Open
Nov 08, 2024
SPDR Portfolio Emerging Markets ETF
0%
▼ 2.52%
1
Open
Nov 08, 2024
Energy Select Sector SPDR Fund
0%
▲ 3.45%
1
Open
Nov 07, 2024
Exact Sciences
▼ 21.77%
2
Close
Nov 06, 2024
Viking Therapeutics
0%
▼ 5.50%
5
Open
Nov 04, 2024
Meta Platforms
0%
▲ 10.19%
3
Open
Oct 31, 2024
Ocular Therapeutix
0%
▲ 9.82%
9
Open
Oct 30, 2024
Interactive Brokers
0%
▲ 27.99%
1
Open
Oct 16, 2024
Costco
▲ 20.53%
5
Close
Oct 13, 2024
Celldex
▼ 15.94%
4
Close
Oct 13, 2024
Apple
▲ 11.59%
3
Close
Oct 13, 2024