tiprankstipranks
Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders StocksTop Gainers/ Losers/ Active StocksMost Visited WebsitesTipRanks Momentum IndexDividend StocksAI StocksLargest Companies by Market Cap
ETFs
Top ETFs by UpsideTop ETFs by Smart ScoreTop Gainers/ Losers/ Active ETFs
Crypto
Bitcoin
Popular
Ethereum
Commodities
Gold
Options
Unusual Options Activity
Popular
Currency
EUR/USD
Pro Newsletters
Smart Investor
Popular
Smart Growth
New
Research Tools
Stock ScreenerETF Screener
Popular
Trending StocksDaily Analyst RatingsCompare StocksCompare ETFsPenny Stock ScreenerTechnical Analysis ScreenerDaily Insider Trading Tracker
Calendars
Earnings CalendarDividend CalendarEconomic CalendarIPO CalendarStock SplitsStock BuybacksMarket Holidays
Calculators
Dividend CalculatorDividend Yield CalculatorOptions Profit Calculator
Economic Indicators
Inflation RateUnemployment Rate
Class Actions
Dividend CenterBest Dividend Stocks
Popular
Best High Yield Dividend StocksDividend AristocratsDividend Stock Comparison
New
Dividend CalculatorDividend Returns ComparisonDividend Calendar
My ExpertsTop AnalystsTop Financial BloggersTop-Performing Corporate InsidersTop Hedge Fund ManagersTop Research FirmsTop Individual Investors
Education
Personal FinanceHow To Use TipRanksTipRanks LabsWebinar CenterGlossaryFAQs
About Us
About TipRanksContact UsCareersReviewsMobile APP
Working with TipRanks
Enterprise SolutionsTop Online BrokersBecome an Affiliate
Follow Us
NewsTrendingPortfolio
TOOLS
Portfolio
Watchlist
Top Insiders Stocks
Popular
Top Stocks
Popular
Notification Center
Top ETFs
Top Smart Score Stocks
Popular
Earnings
STOCKS
SPY
QQQ
AAPL
NVDA
TSLA
AMZN
BABA
Plans & Pricing
Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders Stocks
Top Gainers/ Losers/ Active Stocks
Most Visited Websites
TipRanks Momentum Index
Dividend Stocks
AI Stocks
Largest Companies by Market Cap
ETFs
ETF Center
Top ETFs by Upside
New
Top ETFs by Smart Score
Top Gainers/ Losers/ Active ETFs
Options
Options Market Overview
Unusual Options Activity
Popular
Most Active Options
Options Volume Leaders
Commodities
Gold
New
Crypto
Crypto Center
Bitcoin
Popular
Ethereum
Currency
Currency Center
EUR/USD
Pro Newsletters
Smart Investor
Popular
Research Tools
Stock Screener
ETF Screener
Popular
Trending Stocks
Daily Analyst Ratings
Compare Stocks
Compare ETFs
Penny Stock Screener
Technical Analysis Screener
Daily Insider Trading Tracker
Calendars
Earnings Calendar
Dividend Calendar
Economic Calendar
IPO Calendar
Stock Splits
Stock Buybacks
Market Holidays
Economic Indicators
Economic Indicators Center
Inflation Rate
Unemployment Rate
Federal Funds Rate
Class Actions
Class Actions
Calculators
Dividend Calculator
Dividend Yield Calculator
Options Profit Calculator
Dollar Cost Averaging
New
Dividend Center
Best Dividend Stocks
Popular
Best High Yield Dividend Stocks
Dividend Aristocrats
Dividend Stock Comparison
New
Dividend Calculator
Dividend Returns Comparison
Dividend Calendar
Top Analysts
Top Financial Bloggers
Top-Performing Corporate Insiders
Top Hedge Fund Managers
Top Research Firms
Top Individual Investors
News
Portfolio
Personal Finance Center
Mortgages
Loans
Investing & Retirement
Spending & Savings
Calculators
Compound Interest Calculator
New
Mortgage Calculator
Popular
Auto Loan Calculator
Student Loan Calculator
401k Retirement Calculator
Enterprise Solutions
Education
How To Use TipRanks
TipRanks Labs
Webinar Center
Glossary
FAQs
About Us
About TipRanks
Contact Us
Careers
Reviews
Mobile APP
Working with TipRanks
Enterprise Solutions
Top Online Brokers
Become an Affiliate
Follow Us

Pension - New Portfolio

PerformancePortfolio Details

Amit

Pension
Individual Investor
Ranked #392,735 out of 769,291 TipRanks' Investors
Success Rate
51%
44 out of 87
profitable transactions
Average Return
1.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.77%
6-Month Return▲ 3.60%
12-Month Return-
YTD Return▼ 6.54%
Total Return▼ 6.54%

Best Trade

AssetPDD Holdings (PDD)
Opened at
Closed at
Gain▲ 58.65%

Bio

Long-term pension portfolio with a 35-year time horizon. Aggressively allocating to equities for now, and will then focus on income generation in 15 years.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 7.64%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 12.42%
May 2024
▼ 2.25%
▲ 3.53%
▲ 8.01%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 3.20%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 7.17%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 10.64%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 4.77%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 11.73%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 7.64%
▲ 11.46%▲ 5.06%▼ 12.42%
▼ 2.25%▲ 3.53%▲ 8.01%
▲ 25.72%▲ 1.21%▼ 3.20%
▼ 4.22%▲ 2.34%▼ 7.17%
▲ 7.82%▲ 2.10%▲ 10.64%
▲ 5.70%▼ 0.89%▼ 4.77%
▲ 23.63%▲ 3.84%▲ 11.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SMCI
Super Micro Computer
47.08%
▲ 12.37%
6
Buy
Nov 20, 2024
NKE
Nike
―
▼ 3.97%
7
Close
Nov 20, 2024
TJX
TJX Companies
―
▲ 0.15%
2
Close
Nov 20, 2024
NIO
Nio
14.9%
▼ 19.65%
12
Sell
Nov 19, 2024
PDD
PDD Holdings
―
▲ 16.51%
8
Close
Nov 11, 2024
MNMD
Mind Medicine
―
▲ 1.61%
10
Close
Nov 01, 2024
LILMF
Lilium
―
▲ 0.45%
8
Close
Oct 29, 2024
DKNG
DraftKings
25.89%
▲ 10.65%
22
Buy
Oct 27, 2024
LUNR
Intuitive Machines
―
▲ 9.51%
7
Close
Oct 27, 2024
SOFI
SoFi Technologies
―
▲ 31.79%
5
Close
Oct 14, 2024
MRVL
Marvell
―
▲ 1.64%
4
Close
Jun 03, 2024
NET
Cloudflare
―
▼ 15.22%
5
Close
May 28, 2024
GLBE
Global-e Online
―
▼ 8.93%
5
Close
May 28, 2024
PLTR
Palantir Technologies
―
▼ 0.25%
4
Close
May 28, 2024
SHOP
Shopify
―
▼ 3.13%
4
Close
May 28, 2024
NKLA
Nikola
―
▼ 6.16%
4
Close
May 28, 2024
AAPL
Apple
―
▼ 3.11%
4
Close
Apr 21, 2024
RXRX
Recursion Pharmaceuticals
―
▼ 23.77%
3
Close
Apr 21, 2024
MELI
Mercadolibre
―
▼ 5.22%
2
Close
Mar 28, 2024
WMT
Walmart
―
▲ 3.01%
2
Close
Mar 28, 2024