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Pension - New Portfolio
Amit
PensionIndividual Investor
Ranked #388,768 out of 753,379 TipRanks' Investors
Success Rate
8 out of 39
profitable transactions
profitable transactions
Average Return
-7.14%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.82%
6-Month Return▼ 15.20%
12-Month Return-
YTD Return▼ 16.52%
Total Return▼ 16.52%
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
25.76%0-25.76%
▼ 1.87%
▲ 1.59%
―
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.29%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.81%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.64%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 12.42%
May 2024
▼ 2.25%
▲ 3.53%
▲ 8.01%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 3.20%
Jul 2024
▼ 2.89%
▲ 2.06%
▼ 2.37%
Aug 2024
▼ 1.87%▲ 1.59%―
▲ 14.08%▲ 5.22%▲ 0.29%
▲ 5.05%▲ 3.27%▲ 0.81%
▼ 12.40%▼ 4.03%▼ 7.64%
▲ 11.46%▲ 5.06%▼ 12.42%
▼ 2.25%▲ 3.53%▲ 8.01%
▲ 25.76%▲ 1.21%▼ 3.20%
▼ 2.89%▲ 2.06%▼ 2.37%
Recent Activity
DraftKings
99.96%
▼ 10.17%
15
Buy
Aug 23, 2024
Mind Medicine
―
▼ 6.87%
4
Close
Aug 21, 2024
Marvell
―
▲ 1.65%
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
Nio
―
▼ 14.82%
4
Close
Apr 21, 2024
Recursion Pharmaceuticals
―
▼ 23.77%
3
Close
Apr 21, 2024
Mercadolibre
―
▼ 5.22%
2
Close
Mar 28, 2024
Walmart
―
▲ 3.01%
2
Close
Mar 28, 2024
Costco
―
▼ 1.51%
2
Close
Mar 28, 2024
Alibaba
―
▲ 0.16%
2
Close
Feb 29, 2024