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Individual - New Portfolio

PerformancePortfolio Details

Individual
Individual Investor
Ranked #66,279 out of 775,913 TipRanks' Investors
Success Rate
64%
49 out of 77
profitable transactions
Average Return
33.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.16%
6-Month Return▲ 11.51%
12-Month Return▲ 17.48%
YTD Return▲ 16.27%
Total Return▲ 40.65%

Best Trade

AssetVerizon (VZ)
Opened at
Closed at-
Gain▲ 728.60%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.34%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.93%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.09%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.73%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.59%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 3.19%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 9.05%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 3.78%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.34%
▼ 2.25%▲ 3.53%▼ 0.93%
▲ 25.71%▲ 1.21%▲ 4.09%
▼ 4.22%▲ 2.34%▲ 5.73%
▲ 7.82%▲ 2.10%▼ 0.59%
▲ 5.38%▼ 0.89%▼ 3.19%
▲ 43.22%▲ 5.96%▲ 9.05%
▼ 5.24%▼ 2.73%▼ 3.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
HSY
The Hershey Company
1.36%
▼ 6.47%
7
Buy
Dec 16, 2024
NEE
NextEra Energy
1.94%
▲ 3.02%
7
Buy
Dec 16, 2024
KO
Coca-Cola
4.31%
▲ 8.51%
8
Buy
Dec 16, 2024
SSNC
SS&C Technologies Holdings
5.58%
▲ 49.47%
11
Buy
Dec 16, 2024
GOOGL
Alphabet Class A
11.07%
▲ 37.81%
4
Buy
Dec 16, 2024
PANW
Palo Alto Networks
9.37%
▲ 62.52%
2
Sell
Dec 13, 2024
SBUX
Starbucks
1.83%
▼ 4.96%
5
Buy
Nov 29, 2024
VZ
Verizon
2.36%
▲ 148.12%
5
Buy
Nov 01, 2024
WMT
Walmart
3.27%
▲ 76.96%
8
Buy
Sep 03, 2024
DIS
Walt Disney
6.23%
▲ 22.20%
4
Buy
Jul 29, 2024
PYPL
PayPal Holdings
―
▼ 16.78%
3
Close
May 16, 2024
ATHA
Athira Pharma
0.35%
▼ 84.59%
2
Buy
Mar 11, 2024
NOVA
Sunnova Energy International
1.12%
▼ 33.62%
1
Buy
Mar 11, 2024
VOR
Vor Biopharma
0.52%
▼ 58.91%
1
Buy
Feb 21, 2024
NIO
Nio
1.08%
▼ 24.77%
1
Buy
Feb 21, 2024
EXPE
Expedia
3.68%
▲ 36.05%
1
Buy
Feb 14, 2024
CRM
Salesforce
3.21%
▲ 20.07%
1
Buy
Feb 14, 2024
CRWD
CrowdStrike Holdings
11.12%
▲ 130.71%
1
Buy
Feb 12, 2024
DLO
DLocal
1.53%
▼ 30.49%
1
Buy
Dec 20, 2023
SNOW
Snowflake
1.79%
▼ 16.45%
1
Buy
Dec 20, 2023