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Pension - New Portfolio
Amit
PensionIndividual Investor
Ranked #437,746 out of 775,913 TipRanks' Investors
Success Rate
37 out of 96
profitable transactions
profitable transactions
Average Return
-0.49%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 10.59%
6-Month Return▼ 14.02%
12-Month Return-
YTD Return▼ 16.44%
Total Return▼ 16.44%
Best Trade
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
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▼ 12.42%
May 2024
▼ 2.25%
▲ 3.53%
▲ 8.01%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 3.20%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 7.17%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 10.64%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 4.77%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 13.49%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 11.98%
Dec 2024
▲ 11.46%▲ 5.06%▼ 12.42%
▼ 2.25%▲ 3.53%▲ 8.01%
▲ 25.71%▲ 1.21%▼ 3.20%
▼ 4.22%▲ 2.34%▼ 7.17%
▲ 7.82%▲ 2.10%▲ 10.64%
▲ 5.38%▼ 0.89%▼ 4.77%
▲ 43.22%▲ 5.96%▲ 13.49%
▼ 5.24%▼ 2.73%▼ 11.98%
Recent Activity
Super Micro Computer
3.26%
▲ 19.52%
9
Sell
Dec 17, 2024
Eli Lilly & Co
16.16%
▼ 2.80%
5
Buy
Dec 17, 2024
Nio
―
▼ 22.14%
15
Close
Dec 12, 2024
Knightscope Inc Class A
―
▼ 16.11%
4
Close
Dec 10, 2024
DraftKings
8.33%
▲ 1.90%
23
Buy
Nov 25, 2024
Nike
―
▼ 3.54%
7
Close
Nov 20, 2024
TJX Companies
―
▲ 0.15%
2
Close
Nov 20, 2024
PDD Holdings
―
▲ 16.51%
8
Close
Nov 11, 2024
Mind Medicine
―
▲ 1.61%
10
Close
Nov 01, 2024
Lilium
―
▲ 0.45%
8
Close
Oct 29, 2024
Intuitive Machines
―
▲ 9.51%
7
Close
Oct 27, 2024
SoFi Technologies
―
▲ 31.79%
5
Close
Oct 14, 2024
Marvell
―
▲ 1.64%
4
Close
Jun 03, 2024
Cloudflare
―
▼ 15.22%
5
Close
May 28, 2024
Global-e Online
―
▼ 8.93%
5
Close
May 28, 2024
Palantir Technologies
―
▼ 0.25%
4
Close
May 28, 2024
Shopify
―
▼ 3.13%
4
Close
May 28, 2024
Nikola
―
▼ 6.16%
4
Close
May 28, 2024
Apple
―
▼ 3.11%
4
Close
Apr 21, 2024
Recursion Pharmaceuticals
―
▼ 23.77%
3
Close
Apr 21, 2024