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New Portfolio - New Portfolio

cwztle

New Portfolio
Individual Investor
Ranked #282,584 out of 781,107 TipRanks' Investors
Success Rate
60%
40 out of 67
profitable transactions
Average Return
3.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.15%
6-Month Return▼ 0.06%
12-Month Return-
YTD Return▲ 0.84%
Total Return▲ 32.96%

Best Trade

Opened at
Closed at
Gain▲ 52.06%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.15%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 3.14%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 7.22%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.89%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.34%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.33%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.84%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 0.84%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.15%
▲ 8.13%▲ 1.21%▼ 3.14%
▼ 13.14%▲ 2.34%▼ 7.22%
▲ 2.93%▲ 2.10%▲ 2.89%
▲ 10.00%▼ 0.89%▲ 3.34%
▲ 26.04%▲ 5.96%▲ 5.33%
▲ 5.93%▼ 2.41%▼ 1.84%
▲ 6.90%▲ 1.96%▲ 0.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lowe's
▼ 2.37%
2
Close
Jan 20, 2025
Meta Platforms
▲ 6.46%
9
Close
Jan 11, 2025
Walgreens Boots Alliance
16.67%
▲ 5.21%
1
Open
Jan 11, 2025
Innovent Biologics
16.67%
▼ 14.05%
1
Open
Jan 04, 2025
Apple
16.67%
▼ 10.93%
1
Open
Dec 24, 2024
Oracle
▼ 0.26%
2
Close
Dec 23, 2024
Li Auto
▼ 10.27%
2
Close
Dec 23, 2024
Copart
▼ 8.45%
2
Close
Dec 23, 2024
JD
▼ 2.18%
2
Close
Dec 23, 2024
Amazon
▲ 1.32%
10
Close
Dec 15, 2024
Alphabet Class A
▲ 1.83%
10
Close
Dec 14, 2024
Bitcoin
▲ 21.62%
6
Close
Nov 19, 2024
Nvidia
▲ 4.46%
8
Close
Nov 18, 2024
Microsoft
▼ 3.08%
4
Close
Oct 10, 2024
Silicon Laboratories
16.67%
▲ 20.15%
1
Open
Oct 10, 2024
Invesco QQQ Trust
16.67%
▲ 2.81%
9
Open
Sep 30, 2024
SPDR S&P 500 ETF Trust
▲ 0.49%
8
Close
Sep 30, 2024
Ethereum
▼ 10.56%
7
Close
Sep 14, 2024
Alibaba
▲ 2.77%
8
Close
Sep 13, 2024
Intuit
▲ 1.23%
2
Close
Sep 08, 2024