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New Portfolio - New Portfolio

cwztle

New Portfolio
Individual Investor
Ranked #164,508 out of 769,002 TipRanks' Investors
Success Rate
70%
41 out of 59
profitable transactions
Average Return
3.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.66%
6-Month Return▲ 14.67%
12-Month Return-
YTD Return▲ 47.43%
Total Return▲ 47.43%

Best Trade

Opened at
Closed at
Gain▲ 43.65%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.58%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 14.93%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.69%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.81%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.46%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.13%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 3.16%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 6.41%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.58%
▲ 11.46%▲ 5.06%▲ 14.93%
▼ 2.25%▲ 3.53%▼ 0.69%
▲ 25.72%▲ 1.21%▲ 5.81%
▼ 4.22%▲ 2.34%▼ 0.46%
▲ 7.82%▲ 2.10%▲ 1.13%
▲ 5.70%▼ 0.89%▲ 3.16%
▲ 23.63%▲ 3.84%▲ 6.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
▲ 17.03%
6
Close
Nov 19, 2024
Alphabet Class A
14.29%
▲ 2.78%
8
Open
Nov 18, 2024
Nvidia
▲ 5.43%
8
Close
Nov 18, 2024
Microsoft
▼ 3.08%
4
Close
Oct 10, 2024
Silicon Laboratories
14.29%
▼ 9.45%
1
Open
Oct 10, 2024
Li Auto
14.29%
▼ 15.22%
1
Open
Oct 10, 2024
Amazon
▼ 0.64%
8
Close
Oct 08, 2024
Meta Platforms
▲ 8.45%
7
Close
Oct 06, 2024
Oracle
14.29%
▲ 12.48%
1
Open
Oct 06, 2024
Lowe's
14.29%
▼ 1.64%
1
Open
Oct 06, 2024
Invesco QQQ Trust
14.29%
▲ 2.15%
9
Open
Sep 30, 2024
SPDR S&P 500 ETF Trust
▲ 0.49%
8
Close
Sep 30, 2024
Ethereum
▼ 10.35%
7
Close
Sep 14, 2024
Alibaba
▲ 3.09%
8
Close
Sep 13, 2024
Intuit
▲ 1.23%
2
Close
Sep 08, 2024
Palo Alto Networks
▲ 23.30%
2
Close
Sep 02, 2024
Peloton Interactive
▲ 36.49%
2
Close
Aug 26, 2024
Broadcom
▲ 6.26%
2
Close
Aug 25, 2024
Blackwall Limited
14.29%
▲ 2.94%
1
Open
Aug 05, 2024
CBIZ
▼ 9.28%
2
Close
Jul 31, 2024