New Portfolio Mar 2024 - New Portfolio

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New Portfolio Mar 2024
Individual Investor
Ranked #386,648 out of 748,866 TipRanks' Investors
Success Rate
29%
5 out of 17
profitable transactions
Average Return
-5.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.09%
6-Month Return-
12-Month Return-
YTD Return▼ 6.01%
Total Return▼ 6.01%

Best Trade

Opened at
Closed at-
Gain▲ 28.78%

Bio

Performance

27.30%0-27.30%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.17%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.41%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 0.40%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.44%
Jun 2024
▲ 27.30%
▲ 0.04%
▼ 7.09%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%▼ 0.17%
▼ 12.40%▼ 4.03%▼ 4.41%
▲ 11.46%▲ 5.06%▼ 0.40%
▼ 2.25%▲ 3.53%▲ 6.44%
▲ 27.30%▲ 0.04%▼ 7.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
▼ 1.62%
3
Close
Apr 10, 2024
Apple
2.02%
▲ 28.78%
1
Open
Apr 10, 2024
LVMH Moet Hennessy Louis Vuitton
4.77%
▼ 19.80%
2
Buy
Mar 26, 2024
Microsoft
13.74%
▲ 0.13%
2
Buy
Mar 26, 2024
Nvidia
▲ 1.23%
2
Close
Mar 26, 2024
Novo Nordisk
6.81%
▼ 1.98%
2
Buy
Mar 26, 2024
Super Micro Computer
2.32%
▼ 28.61%
2
Buy
Mar 26, 2024
Mastercard
5.72%
▼ 9.36%
2
Buy
Mar 26, 2024
Fortinet
6.77%
▼ 15.49%
1
Open
Mar 26, 2024
Amazon
8.65%
▲ 0.80%
1
Open
Mar 26, 2024
Nvidia
48.79%
▲ 19.14%
1
Open
Mar 26, 2024