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New Portfolio - New Portfolio

Chris Smith

New Portfolio
Individual Investor
Ranked #294,106 out of 791,571 TipRanks' Investors
Success Rate
55%
16 out of 29
profitable transactions
Average Return
8.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.71%
6-Month Return▲ 18.12%
12-Month Return▲ 40.81%
YTD Return▲ 2.45%
Total Return▲ 41.92%

Best Trade

Opened at
Closed at-
Gain▲ 121.71%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 8.23%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.07%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.39%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 17.11%
Nov 2024
▲ 5.64%
▼ 2.41%
▼ 3.76%
Dec 2024
▲ 5.68%
▲ 2.69%
▲ 8.07%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.13%
Feb 2025
▲ 0.91%
▼ 5.94%
▼ 3.14%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 8.23%
▲ 2.93%▲ 2.10%▲ 3.07%
▲ 10.00%▼ 0.89%▼ 0.39%
▲ 26.01%▲ 5.96%▲ 17.11%
▲ 5.64%▼ 2.41%▼ 3.76%
▲ 5.68%▲ 2.69%▲ 8.07%
▼ 12.86%▼ 1.27%▼ 2.13%
▲ 0.91%▼ 5.94%▼ 3.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
8.16%
▲ 0.99%
3
Buy
Dec 07, 2024
Chevron
15.96%
▼ 1.83%
3
Buy
Dec 07, 2024
Guardant Health
0.83%
▲ 95.30%
3
Sell
Dec 07, 2024
Vanguard Growth ETF
15.32%
▼ 4.75%
2
Buy
Dec 07, 2024
Vanguard Value ETF
4.92%
▲ 1.47%
2
Buy
Dec 07, 2024
UnitedHealth
1.86%
▼ 13.82%
1
Open
Dec 07, 2024
Occidental Petroleum
1.78%
▼ 4.46%
1
Open
Dec 07, 2024
Franklin FTSE China ETF
0%
▲ 16.99%
1
Open
Nov 17, 2024
iShares China Large-Cap ETF
▲ 23.14%
3
Close
Nov 10, 2024
Intel
▼ 32.54%
2
Close
Aug 26, 2024
SoFi Technologies
▲ 18.73%
2
Close
Aug 26, 2024
Warner Bros
▲ 14.94%
2
Close
Aug 26, 2024
Johnson & Johnson
▼ 0.41%
2
Close
Jun 25, 2024
Walgreens Boots Alliance
▼ 5.49%
2
Close
Jun 16, 2024
T. Rowe Price Capital Appreciation Fund
10.28%
▼ 2.75%
2
Buy
May 27, 2024
Fidelity 500 Index Fund
19.99%
▲ 7.90%
2
Buy
May 27, 2024
Vanguard Growth Index Fd Admiral Shs
20.88%
▲ 9.04%
2
Buy
May 27, 2024
Alphabet Class A
▲ 2.96%
2
Close
May 27, 2024