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New Portfolio - New Portfolio

AS FAR AS YOU KNOW

New Portfolio
Individual Investor
Ranked #64,500 out of 744,489 TipRanks' Investors
Success Rate
70%
76 out of 108
profitable transactions
Average Return
6.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.04%
6-Month Return-
12-Month Return-
YTD Return▲ 18.64%
Total Return▲ 18.64%

Best Trade

Opened at
Closed at-
Gain▲ 102.16%

Bio

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.08%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 9.64%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.32%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.74%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.62%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.11%
Jun 2024
▲ 8.19%
▲ 1.91%
▲ 1.93%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%▲ 0.08%
▲ 14.08%▲ 5.22%▲ 9.64%
▲ 5.05%▲ 3.27%▲ 4.32%
▼ 12.40%▼ 4.03%▼ 5.74%
▲ 11.46%▲ 5.06%▲ 3.62%
▼ 2.25%▲ 3.53%▲ 4.11%
▲ 8.19%▲ 1.91%▲ 1.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Zeta Global Holdings Corp
▲ 10.91%
2
Close
Jul 01, 2024
Fidelity Select Multimedia Portfolio
▲ 3.16%
2
Close
Jun 29, 2024
Fidelity Contra Fund
▲ 5.13%
2
Close
Jun 29, 2024
Goldman Sachs Group
▲ 2.98%
2
Close
Jun 29, 2024
JPMorgan Chase & Co.
▲ 3.07%
2
Close
Jun 29, 2024
Morgan Stanley
▲ 1.99%
2
Close
Jun 29, 2024
ASML Holding
▲ 20.54%
5
Close
Jun 20, 2024
Fidelity International High Dividend ETF
▼ 2.07%
2
Close
Jun 20, 2024
Alphabet Class A
0%
▲ 8.11%
1
Open
Jun 20, 2024
Cencora
▼ 2.21%
2
Close
Jun 14, 2024
Applied Industrial Technologies
▼ 0.11%
2
Close
Jun 11, 2024
Fusion Pharmaceuticals
▲ 102.16%
3
Close
Jun 06, 2024
Viking Therapeutics
▼ 18.73%
2
Close
Jun 04, 2024
GlaxoSmithKline
▼ 2.66%
2
Close
Jun 03, 2024
Vanguard Energy ETF
0%
▲ 0.05%
1
Open
Jun 03, 2024
BNY Mellon International Equity ETF
▲ 5.97%
2
Close
May 30, 2024
Mastercard
▼ 3.56%
2
Close
May 30, 2024
Apple
0%
▲ 18.32%
1
Open
May 30, 2024
Dell Technologies
0%
▼ 18.22%
1
Open
May 30, 2024
Franklin FTSE Canada ETF
0%
▲ 0.54%
1
Open
May 30, 2024