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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #411,559 out of 796,165 TipRanks' Investors
Success Rate
38%
12 out of 32
profitable transactions
Average Return
-5.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.06%
6-Month Return▲ 43.46%
12-Month Return▲ 83.28%
YTD Return▲ 45.28%
Total Return▲ 52.46%

Best Trade

Opened at
Closed at-
Gain▲ 66.81%

Bio

Performance

56.88%0-56.88%
▲ 2.92%
▲ 2.10%
▲ 7.93%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.36%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 5.19%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 6.23%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 2.60%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 56.88%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.69%
Mar 2025
▼ 6.04%
▼ 3.89%
▼ 5.30%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 7.93%
▲ 10.00%▼ 0.89%▲ 1.36%
▲ 25.98%▲ 5.96%▲ 5.19%
▲ 5.34%▼ 2.41%▼ 6.23%
▲ 5.99%▲ 2.69%▲ 2.60%
▼ 12.86%▼ 1.27%▲ 56.88%
▼ 1.80%▼ 5.57%▼ 4.69%
▼ 6.04%▼ 3.89%▼ 5.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nokia
1.05%
▼ 5.11%
1
Open
Feb 15, 2025
Nokia
0.52%
▲ 1.80%
1
Open
Feb 15, 2025
Equity Commonwealth
0.24%
▼ 6.47%
1
Open
Jan 30, 2025
Berry Petroleum
0.24%
▼ 48.23%
1
Open
Jan 26, 2025
Plug Power
0.38%
▼ 62.25%
1
Open
Jan 17, 2025
BHP Group
9.3%
▼ 15.14%
3
Buy
Jan 16, 2025
Trinity Capital
0.72%
▼ 0.06%
1
Open
Jan 15, 2025
Zions Bancorporation National Association
2.21%
▼ 22.63%
1
Open
Jan 14, 2025
Coca-Cola
3.65%
▲ 24.10%
3
Sell
Jan 13, 2025
Sony Group
2.38%
▲ 10.76%
1
Open
Jan 02, 2025
SoundHound AI, Inc Class A
1.58%
▼ 55.35%
2
Buy
Dec 26, 2024
Real Good Food Company
0.03%
▼ 98.16%
1
Open
Dec 12, 2024
Scorpio Tankers
3.48%
▼ 27.01%
1
Open
Dec 12, 2024
Walmart
18.59%
▲ 58.67%
4
Buy
May 04, 2024
Realty Income
2.92%
▲ 13.18%
2
Buy
Apr 22, 2024
AFLAC
5.47%
▲ 35.37%
2
Buy
Apr 11, 2024
Amylyx Pharmaceuticals Inc
0.39%
▼ 6.53%
2
Buy
Apr 11, 2024
Grupo Simec SA De CV
1.35%
▼ 17.70%
2
Buy
Apr 07, 2024
Stratus Properties
0.9%
▼ 20.67%
1
Open
Mar 26, 2024
PepsiCo
7.14%
▼ 16.14%
1
Open
Mar 25, 2024