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Individual - New Portfolio
Individual
Individual Investor
Ranked #38,194 out of 766,394 TipRanks' Investors
Success Rate
53 out of 70
profitable transactions
profitable transactions
Average Return
32.66%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.27%
6-Month Return▲ 9.76%
12-Month Return▲ 25.26%
YTD Return▲ 14.62%
Total Return▲ 38.67%
Best Trade
Bio
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.18%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.34%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.93%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.10%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.73%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.59%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 3.37%
Oct 2024
▲ 24.50%
▲ 5.20%
▲ 3.63%
Nov 2024
▼ 12.40%▼ 4.03%▼ 4.18%
▲ 11.46%▲ 5.06%▲ 3.34%
▼ 2.25%▲ 3.53%▼ 0.93%
▲ 25.72%▲ 1.21%▲ 4.10%
▼ 4.22%▲ 2.34%▲ 5.73%
▲ 7.82%▲ 2.10%▼ 0.59%
▲ 6.02%▼ 0.89%▼ 3.37%
▲ 24.50%▲ 5.20%▲ 3.63%
Recent Activity
Verizon
2.49%
▲ 151.29%
5
Buy
Nov 01, 2024
Coca-Cola
4.51%
▲ 11.14%
7
Buy
Oct 02, 2024
The Hershey Company
1.47%
▼ 2.29%
6
Buy
Sep 17, 2024
NextEra Energy
2.12%
▲ 9.92%
6
Buy
Sep 17, 2024
Alphabet Class A
10.84%
▲ 42.56%
3
Buy
Sep 17, 2024
SS&C Technologies Holdings
5.72%
▲ 33.13%
10
Buy
Sep 16, 2024
Walmart
3.1%
▲ 61.55%
8
Buy
Sep 03, 2024
Starbucks
2.16%
▲ 4.20%
4
Buy
Aug 30, 2024
Walt Disney
5.84%
▲ 10.01%
4
Buy
Jul 29, 2024
PayPal Holdings
―
▼ 16.78%
3
Close
May 16, 2024
Athira Pharma
0.41%
▼ 82.71%
2
Buy
Mar 11, 2024
Sunnova Energy International
1.1%
▼ 37.39%
1
Buy
Mar 11, 2024
Vor Biopharma
0.63%
▼ 52.13%
1
Buy
Feb 21, 2024
Nio
1.26%
▼ 16.16%
1
Buy
Feb 21, 2024
Expedia
3.82%
▲ 35.73%
1
Buy
Feb 14, 2024
Salesforce
3.32%
▲ 19.39%
1
Buy
Feb 14, 2024
Palo Alto Networks
10.39%
▲ 145.13%
1
Buy
Feb 12, 2024
CrowdStrike Holdings
10.94%
▲ 118.05%
1
Buy
Feb 12, 2024
DLocal
1.2%
▼ 47.67%
1
Buy
Dec 20, 2023
Snowflake
1.39%
▼ 37.95%
1
Buy
Dec 20, 2023