tiprankstipranks

Individual - New Portfolio

Individual
Individual Investor
Ranked #117,082 out of 744,483 TipRanks' Investors
Success Rate
66%
36 out of 55
profitable transactions
Average Return
13.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.64%
6-Month Return▲ 6.23%
12-Month Return▲ 5.43%
YTD Return▲ 5.28%
Total Return▲ 27.36%

Best Trade

Opened at
Closed at-
Gain▲ 290.04%

Bio

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 4.27%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.44%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.08%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.01%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.18%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.34%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.93%
Jun 2024
▲ 8.19%
▲ 1.91%
▲ 0.63%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.27%
▼ 1.87%▲ 1.59%▲ 1.44%
▲ 14.08%▲ 5.22%▲ 3.08%
▲ 5.05%▲ 3.27%▲ 2.01%
▼ 12.40%▼ 4.03%▼ 4.18%
▲ 11.46%▲ 5.06%▲ 3.34%
▼ 2.25%▲ 3.53%▼ 0.93%
▲ 8.19%▲ 1.91%▲ 0.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Starbucks
1.72%
▼ 21.02%
3
Buy
Jun 10, 2024
Walmart
2.71%
▲ 34.17%
7
Buy
May 29, 2024
PayPal Holdings
▼ 16.78%
3
Close
May 16, 2024
Verizon
2.59%
▲ 5.55%
3
Buy
May 01, 2024
Coca-Cola
4.72%
▲ 8.74%
5
Buy
Apr 03, 2024
The Hershey Company
1.58%
▼ 15.16%
4
Buy
Mar 15, 2024
NextEra Energy
2.1%
▲ 5.90%
4
Buy
Mar 15, 2024
SS&C Technologies Holdings
4.97%
▲ 11.45%
8
Buy
Mar 15, 2024
Athira Pharma
1.69%
▼ 31.76%
2
Buy
Mar 11, 2024
Sunnova Energy International
1.87%
▲ 1.00%
1
Buy
Mar 11, 2024
Vor Biopharma
0.6%
▼ 56.97%
1
Buy
Feb 21, 2024
Nio
1.21%
▼ 23.45%
1
Buy
Feb 21, 2024
Expedia
2.7%
▼ 8.98%
1
Buy
Feb 14, 2024
Salesforce
2.69%
▼ 8.05%
1
Buy
Feb 14, 2024
Alphabet Class A
12.06%
▲ 83.14%
1
Buy
Feb 12, 2024
Palo Alto Networks
9.42%
▲ 110.64%
1
Buy
Feb 12, 2024
CrowdStrike Holdings
13.12%
▲ 148.15%
1
Buy
Feb 12, 2024
Walt Disney
5.95%
▲ 7.56%
3
Buy
Jan 11, 2024
DLocal
1.18%
▼ 51.24%
1
Buy
Dec 20, 2023
Snowflake
1.69%
▼ 28.14%
1
Buy
Dec 20, 2023