Us stocks - New Portfolio

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Us stocks
Individual Investor
Ranked #92,099 out of 753,381 TipRanks' Investors
Success Rate
91%
20 out of 22
profitable transactions
Average Return
7.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.74%
6-Month Return-
12-Month Return-
YTD Return▲ 25.95%
Total Return▲ 25.95%

Best Trade

Opened at
Closed at-
Gain▲ 48.49%

Bio

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.79%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 13.12%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 16.99%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.29%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 14.63%
Jul 2024
▼ 2.89%
▲ 2.06%
▲ 3.54%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%▲ 5.79%
▼ 12.40%▼ 4.03%▼ 13.12%
▲ 11.46%▲ 5.06%▲ 16.99%
▼ 2.25%▲ 3.53%▼ 1.29%
▲ 25.76%▲ 1.21%▲ 14.63%
▼ 2.89%▲ 2.06%▲ 3.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Total International Bond ETF
▲ 0.60%
2
Close
Jul 18, 2024
Broadcom
6.25%
▲ 5.24%
1
Open
Jun 25, 2024
JPMorgan Equity Premium Income ETF
6.25%
▲ 3.52%
1
Open
Jun 25, 2024
Realty Income
6.25%
▲ 16.55%
1
Open
Jun 25, 2024
Microsoft
▲ 5.63%
2
Close
Jun 23, 2024
IShares Bitcoin Trust Registered
6.25%
▲ 7.45%
1
Open
Jun 23, 2024
Vanguard Total Bond Market ETF
6.25%
▲ 3.65%
1
Open
Jun 23, 2024
Vanguard Total International Stock ETF
6.25%
▲ 4.86%
1
Open
Jun 23, 2024
Apple
6.25%
▲ 9.01%
3
Open
Jun 10, 2024
Invesco QQQ Trust
▲ 6.74%
2
Close
Jun 10, 2024
Microstrategy
▲ 6.47%
2
Close
Jun 10, 2024
Schwab US Dividend Equity ETF
6.25%
▲ 8.53%
1
Open
Jun 10, 2024
Vanguard Information Technology ETF
6.25%
▲ 5.26%
1
Open
Jun 10, 2024
iShares U.S. Medical Devices ETF
6.25%
▲ 2.06%
1
Open
Apr 07, 2024
Communication Services Select Sector SPDR Fund
6.25%
▲ 6.30%
1
Open
Apr 07, 2024
Amazon
6.25%
▼ 4.40%
1
Open
Apr 07, 2024
Nvidia
6.25%
▲ 48.49%
1
Open
Apr 07, 2024
Visa
6.25%
▼ 4.72%
1
Open
Mar 24, 2024
Alibaba
▲ 2.01%
2
Close
Mar 17, 2024
Bitcoin
6.25%
▲ 0.88%
1
Open
Mar 06, 2024