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New Portfolio - New Portfolio

PerformancePortfolio Details

AS FAR AS YOU KNOW

New Portfolio
Individual Investor
Ranked #165,011 out of 775,913 TipRanks' Investors
Success Rate
64%
117 out of 184
profitable transactions
Average Return
5.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.84%
6-Month Return▲ 7.84%
12-Month Return-
YTD Return▲ 25.07%
Total Return▲ 25.07%

Best Trade

AssetFusion Phar... (FUSN)
Opened at
Closed at-
Gain▲ 102.16%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.62%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.06%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 0.48%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.18%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.92%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 0.74%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.26%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.17%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.62%
▼ 2.25%▲ 3.53%▲ 4.06%
▲ 25.71%▲ 1.21%▲ 0.48%
▼ 4.22%▲ 2.34%▲ 4.18%
▲ 7.82%▲ 2.10%▲ 0.92%
▲ 5.38%▼ 0.89%▲ 0.74%
▲ 43.22%▲ 5.96%▲ 5.26%
▲ 3.34%▼ 1.56%▼ 4.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UNH
UnitedHealth
0%
▼ 3.99%
3
Open
Dec 10, 2024
OCUL
Ocular Therapeutix
―
▲ 10.82%
10
Close
Dec 10, 2024
VKTX
Viking Therapeutics
―
▼ 7.44%
6
Close
Dec 10, 2024
AMZN
Amazon
0%
▲ 7.18%
3
Open
Dec 10, 2024
JPM
JPMorgan Chase & Co.
0%
▲ 0.45%
3
Open
Dec 10, 2024
ZETA
Zeta Global Holdings Corp
―
▼ 7.64%
5
Close
Dec 10, 2024
XLY
Consumer Discretionary Select Sector SPDR Fund
―
▲ 11.02%
4
Close
Dec 10, 2024
TVTX
Travere Therapeutics
―
▲ 7.51%
2
Close
Dec 10, 2024
VRNA
Verona Pharma
―
▲ 2.26%
2
Close
Dec 10, 2024
TECX
Tectonic Therapeutic
―
▲ 12.02%
2
Close
Dec 10, 2024
SOUN
SoundHound AI, Inc Class A
―
▲ 77.15%
2
Close
Dec 10, 2024
CRVO
CervoMed
―
▼ 79.19%
2
Close
Dec 10, 2024
LQDA
Liquidia Technologies
―
▼ 6.36%
2
Close
Dec 10, 2024
ALT
Altimmune
―
▼ 1.42%
2
Close
Dec 10, 2024
MSFT
Microsoft
0%
▼ 1.52%
1
Open
Dec 10, 2024
JNJ
Johnson & Johnson
0%
▼ 3.19%
1
Open
Dec 10, 2024
PG
Procter & Gamble
0%
▼ 2.45%
1
Open
Dec 10, 2024
V
Visa
0%
▲ 1.71%
1
Open
Dec 10, 2024
VOO
Vanguard S&P 500 ETF
―
▲ 13.13%
3
Close
Dec 03, 2024
VRP
Invesco Variable Rate Preferred ETF
―
▲ 4.42%
3
Close
Dec 03, 2024