tiprankstipranks

Individual - New Portfolio

Individual
Individual Investor
Ranked #37,441 out of 769,002 TipRanks' Investors
Success Rate
74%
52 out of 70
profitable transactions
Average Return
34.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.69%
6-Month Return▲ 8.44%
12-Month Return▲ 21.64%
YTD Return▲ 15.76%
Total Return▲ 40.04%

Best Trade

Opened at
Closed at-
Gain▲ 776.12%

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
▲ 5.70%
▼ 0.89%
▼ 3.34%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 4.62%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▲ 5.70%▼ 0.89%▼ 3.34%
▲ 23.63%▲ 3.84%▲ 4.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Verizon
2.54%
▲ 162.35%
5
Buy
Nov 01, 2024
Coca-Cola
4.41%
▲ 10.49%
7
Buy
Oct 02, 2024
The Hershey Company
1.4%
▼ 4.75%
6
Buy
Sep 17, 2024
NextEra Energy
2.1%
▲ 11.33%
6
Buy
Sep 17, 2024
Alphabet Class A
9.8%
▲ 39.11%
3
Buy
Sep 17, 2024
SS&C Technologies Holdings
5.58%
▲ 30.62%
10
Buy
Sep 16, 2024
Walmart
3.17%
▲ 67.25%
8
Buy
Sep 03, 2024
Starbucks
2.1%
▲ 2.07%
4
Buy
Aug 30, 2024
Walt Disney
6.46%
▲ 24.63%
4
Buy
Jul 29, 2024
PayPal Holdings
▼ 16.78%
3
Close
May 16, 2024
Athira Pharma
0.4%
▼ 82.82%
2
Buy
Mar 11, 2024
Sunnova Energy International
1.34%
▼ 24.11%
1
Buy
Mar 11, 2024
Vor Biopharma
0.48%
▼ 62.37%
1
Buy
Feb 21, 2024
Nio
1.13%
▼ 22.95%
1
Buy
Feb 21, 2024
Expedia
3.7%
▲ 31.89%
1
Buy
Feb 14, 2024
Salesforce
3.17%
▲ 13.79%
1
Buy
Feb 14, 2024
Palo Alto Networks
10.1%
▲ 141.92%
1
Buy
Feb 12, 2024
CrowdStrike Holdings
11.11%
▲ 122.98%
1
Buy
Feb 12, 2024
DLocal
1.45%
▼ 35.63%
1
Buy
Dec 20, 2023
Snowflake
1.87%
▼ 35.12%
1
Buy
Dec 20, 2023