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New Portfolio - New Portfolio

cwztle

New Portfolio
Individual Investor
Ranked #225,323 out of 775,913 TipRanks' Investors
Success Rate
64%
40 out of 63
profitable transactions
Average Return
3.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.43%
6-Month Return▲ 10.25%
12-Month Return-
YTD Return▲ 43.47%
Total Return▲ 43.47%

Best Trade

Opened at
Closed at
Gain▲ 43.65%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 14.93%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.69%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 5.81%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.46%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.13%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 3.16%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.98%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 1.36%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 14.93%
▼ 2.25%▲ 3.53%▼ 0.69%
▲ 25.71%▲ 1.21%▲ 5.81%
▼ 4.22%▲ 2.34%▼ 0.46%
▲ 7.82%▲ 2.10%▲ 1.13%
▲ 5.38%▼ 0.89%▲ 3.16%
▲ 43.22%▲ 5.96%▲ 4.98%
▼ 5.24%▼ 2.73%▼ 1.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
▲ 1.32%
10
Close
Dec 15, 2024
Alphabet Class A
▲ 1.44%
10
Close
Dec 14, 2024
JD
12.5%
▼ 3.94%
1
Open
Dec 02, 2024
Copart
12.5%
▼ 8.67%
1
Open
Nov 25, 2024
Bitcoin
▲ 17.03%
6
Close
Nov 19, 2024
Nvidia
▲ 4.10%
8
Close
Nov 18, 2024
Microsoft
▼ 3.08%
4
Close
Oct 10, 2024
Silicon Laboratories
12.5%
▲ 11.46%
1
Open
Oct 10, 2024
Li Auto
12.5%
▼ 12.32%
1
Open
Oct 10, 2024
Meta Platforms
▲ 8.45%
7
Close
Oct 06, 2024
Oracle
12.5%
▲ 0.04%
1
Open
Oct 06, 2024
Lowe's
12.5%
▼ 7.36%
1
Open
Oct 06, 2024
Invesco QQQ Trust
12.5%
▲ 2.68%
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
▲ 2.21%
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