tiprankstipranks

MyWealthfront - New Portfolio

MyWealthfront
Individual Investor
Ranked #212,526 out of 747,498 TipRanks' Investors
Success Rate
62%
29 out of 47
profitable transactions
Average Return
5.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 13.16%
6-Month Return-
12-Month Return-
YTD Return▲ 14.23%
Total Return▲ 14.23%

Best Trade

Opened at
Closed at-
Gain▲ 74.81%

Bio

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.01%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.99%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.46%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.47%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 13.74%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%▲ 4.01%
▲ 5.05%▲ 3.27%▼ 0.99%
▼ 12.40%▼ 4.03%▼ 8.65%
▲ 11.46%▲ 5.06%▲ 9.46%
▼ 2.25%▲ 3.53%▼ 2.47%
▲ 29.87%▲ 0.88%▲ 13.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Li Auto
0%
▼ 40.75%
1
Open
Mar 16, 2024
Ciena
0%
▼ 0.22%
1
Open
Mar 16, 2024
Take-Two
6.09%
▲ 1.95%
2
Buy
Mar 05, 2024
Palo Alto Networks
3.92%
▲ 19.98%
2
Buy
Mar 05, 2024
Alibaba
▼ 5.32%
2
Close
Mar 05, 2024
Energy Transfer
▲ 1.56%
2
Close
Mar 05, 2024
Arrowhead Pharmaceuticals
3.71%
▼ 12.07%
2
Buy
Mar 05, 2024
Trimble
2.77%
▼ 9.42%
2
Buy
Mar 05, 2024
Baker Hughes Company
3.66%
▲ 20.55%
2
Buy
Mar 05, 2024
Enterprise Products Partners
▲ 1.60%
2
Close
Mar 05, 2024
OneMain Holdings
3.3%
▲ 11.35%
2
Buy
Mar 05, 2024
Patria Investments
▼ 1.20%
2
Close
Mar 05, 2024
Global Payments
3.54%
▼ 22.82%
2
Buy
Mar 05, 2024
Zoetis
2.9%
▼ 6.65%
2
Buy
Mar 05, 2024
Ares Capital
3.12%
▲ 6.98%
2
Buy
Mar 05, 2024
Civitas Resources
0%
▲ 10.13%
1
Open
Mar 05, 2024
Bitcoin
0%
▲ 8.84%
1
Open
Mar 02, 2024
Vanguard Dividend Appreciation ETF
0%
▲ 5.45%
1
Open
Mar 01, 2024
ARM Holdings PLC ADR
0%
▲ 11.76%
1
Open
Feb 26, 2024
Novo Nordisk
0%
▲ 7.07%
1
Open
Feb 26, 2024