New Portfolio - New Portfolio

asadjamshidi2024 jamshidi

New Portfolio
Individual Investor
Ranked #497,895 out of 761,825 TipRanks' Investors
Success Rate
60%
3 out of 5
profitable transactions
Average Return
-9.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 20.85%
6-Month Return▼ 1.62%
12-Month Return-
YTD Return▼ 44.10%
Total Return▼ 44.10%

Best Trade

Opened at
Closed at-
Gain▲ 18.92%

Bio

Performance

144.00%0-144.00%
▲ 5.05%
▲ 3.27%
▼ 79.17%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 144.00%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.69%
May 2024
▼ 2.25%
▲ 3.53%
▼ 15.91%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 8.57%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 20.06%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 11.35%
Sep 2024
▲ 8.83%
▲ 1.50%
▲ 14.12%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▼ 79.17%
▼ 12.40%▼ 4.03%▲ 144.00%
▲ 11.46%▲ 5.06%▲ 8.69%
▼ 2.25%▲ 3.53%▼ 15.91%
▲ 25.72%▲ 1.21%▲ 8.57%
▼ 4.21%▲ 2.34%▼ 20.06%
▲ 7.81%▲ 2.10%▲ 11.35%
▲ 8.83%▲ 1.50%▲ 14.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
LPL Financial
20%
▲ 7.90%
1
Open
Oct 04, 2024
Global Medical REIT
20%
▲ 18.92%
1
Open
May 02, 2024
LXP Industrial Trust
20%
▲ 17.47%
1
Open
May 02, 2024
USD Partners
20%
▼ 89.55%
1
Open
Feb 16, 2024
US Data
20%
0.00%
1
Open
Feb 16, 2024