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New Portfolio - New Portfolio

PerformancePortfolio Details

LEPART22

New Portfolio
Individual Investor
Ranked #312,920 out of 776,932 TipRanks' Investors
Success Rate
59%
13 out of 22
profitable transactions
Average Return
9.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.08%
6-Month Return▲ 15.58%
12-Month Return-
YTD Return▲ 40.60%
Total Return▲ 40.60%

Best Trade

AssetPeloton Int... (PTON)
Opened at
Closed at-
Gain▲ 101.50%

Bio

Performance

26.03%0-26.03%
▲ 5.91%
▲ 5.06%
▲ 13.54%
May 2024
▲ 9.79%
▲ 3.53%
▲ 4.97%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.33%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 3.03%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.53%
Sep 2024
▲ 9.98%
▼ 0.89%
▲ 4.17%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 7.07%
Nov 2024
▲ 4.01%
▼ 0.92%
▼ 0.08%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.91%▲ 5.06%▲ 13.54%
▲ 9.79%▲ 3.53%▲ 4.97%
▲ 8.13%▲ 1.21%▲ 4.33%
▼ 13.14%▲ 2.34%▼ 3.03%
▲ 2.93%▲ 2.10%▲ 2.53%
▲ 9.98%▼ 0.89%▲ 4.17%
▲ 26.03%▲ 5.96%▲ 7.07%
▲ 4.01%▼ 0.92%▼ 0.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BTC-USD
Bitcoin
―
▼ 3.42%
4
Close
Sep 16, 2024
JQUA
JPMorgan U.S. Quality Factor ETF
―
▲ 0.23%
2
Close
Sep 16, 2024
NVDA
Nvidia
―
▼ 4.86%
4
Close
Sep 09, 2024
GOOGL
Alphabet Class A
―
▼ 8.86%
2
Close
Sep 09, 2024
CRM
Salesforce
―
▼ 2.82%
2
Close
Sep 09, 2024
RCRRF
Recruit Holdings Co
―
▼ 1.82%
2
Close
Sep 09, 2024
WBA
Walgreens Boots Alliance
―
▼ 3.68%
2
Close
Sep 09, 2024
SPYX
SPDR S&P 500 Fossil Fuel Reserves Free ETF
9.09%
▲ 9.64%
1
Open
Sep 09, 2024
AMD
Advanced Micro Devices
9.09%
▼ 10.22%
1
Open
Sep 05, 2024
BFH
Bread Financial Holdings
9.09%
▲ 6.84%
1
Open
Sep 02, 2024
MRVL
Marvell
9.09%
▲ 49.15%
1
Open
Sep 02, 2024
AAPL
Apple
―
▲ 30.38%
2
Close
Sep 01, 2024
QQQ
Invesco QQQ Trust
9.09%
▲ 10.05%
1
Open
Sep 01, 2024
SCHI
Schwab 5-10 Year Corporate Bond ETF
9.09%
▼ 1.41%
1
Open
Sep 01, 2024
PTON
Peloton Interactive
9.09%
▲ 101.50%
1
Open
Sep 01, 2024
PDD
PDD Holdings
9.09%
▲ 1.39%
1
Open
Sep 01, 2024
VOO
Vanguard S&P 500 ETF
9.09%
▲ 6.27%
1
Open
Sep 01, 2024
SPXC
SPX
9.09%
▲ 23.59%
2
Sell
Aug 31, 2024
SCHD
Schwab US Dividend Equity ETF
―
▲ 1.00%
2
Close
Mar 20, 2024
SPY
SPDR S&P 500 ETF Trust
9.09%
▲ 16.49%
1
Open
Mar 19, 2024