tiprankstipranks

Individual - New Portfolio

Individual
Individual Investor
Ranked #75,814 out of 781,107 TipRanks' Investors
Success Rate
63%
50 out of 79
profitable transactions
Average Return
31.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.14%
6-Month Return▲ 8.16%
12-Month Return▲ 15.86%
YTD Return▲ 0.26%
Total Return▲ 40.68%

Best Trade

Opened at
Closed at-
Gain▲ 704.73%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.93%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.09%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 5.73%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.59%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.34%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.05%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.86%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 0.26%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.93%
▲ 8.13%▲ 1.21%▲ 4.09%
▼ 13.14%▲ 2.34%▲ 5.73%
▲ 2.93%▲ 2.10%▼ 0.59%
▲ 10.00%▼ 0.89%▼ 3.34%
▲ 26.04%▲ 5.96%▲ 9.05%
▲ 5.93%▼ 2.41%▼ 3.86%
▲ 6.90%▲ 1.96%▲ 0.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walt Disney
6.06%
▲ 13.96%
5
Buy
Jan 16, 2025
Walmart
3.3%
▲ 61.86%
9
Buy
Jan 07, 2025
The Hershey Company
1.22%
▼ 16.02%
7
Buy
Dec 16, 2024
NextEra Energy
1.91%
▲ 1.71%
7
Buy
Dec 16, 2024
Coca-Cola
4.29%
▲ 8.78%
8
Buy
Dec 16, 2024
SS&C Technologies Holdings
5.91%
▲ 54.76%
11
Buy
Dec 16, 2024
Alphabet Class A
11.44%
▲ 41.11%
4
Buy
Dec 16, 2024
Palo Alto Networks
9.19%
▲ 54.11%
2
Sell
Dec 13, 2024
Starbucks
2.04%
▲ 2.77%
5
Buy
Nov 29, 2024
Verizon
2.3%
▲ 140.98%
5
Buy
Nov 01, 2024
PayPal Holdings
▼ 16.78%
3
Close
May 16, 2024
Athira Pharma
0.33%
▼ 85.82%
2
Buy
Mar 11, 2024
Sunnova Energy International
0.93%
▼ 43.67%
1
Buy
Mar 11, 2024
Vor Biopharma
0.82%
▼ 36.97%
1
Buy
Feb 21, 2024
Nio
1%
▼ 27.75%
1
Buy
Feb 21, 2024
Expedia
3.6%
▲ 37.91%
1
Buy
Feb 14, 2024
Salesforce
3.04%
▲ 13.40%
1
Buy
Feb 14, 2024
CrowdStrike Holdings
11.23%
▲ 127.34%
1
Buy
Feb 12, 2024
DLocal
1.56%
▼ 28.55%
1
Buy
Dec 20, 2023
Snowflake
1.87%
▼ 14.19%
1
Buy
Dec 20, 2023