New Portfolio Mar 2024 - New Portfolio

Erick

New Portfolio Mar 2024
Individual Investor
Ranked #342,744 out of 748,140 TipRanks' Investors
Success Rate
47%
61 out of 130
profitable transactions
Average Return
6.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 20.59%
6-Month Return-
12-Month Return-
YTD Return▲ 5.88%
Total Return▲ 5.88%

Best Trade

Opened at
Closed at-
Gain▲ 184.04%

Bio

Performance

25.81%0-25.81%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 8.95%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 13.05%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 3.87%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.46%
Jun 2024
▲ 25.81%
▲ 1.92%
▲ 19.19%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%▲ 8.95%
▼ 12.40%▼ 4.03%▼ 13.05%
▲ 11.46%▲ 5.06%▼ 3.87%
▼ 2.25%▲ 3.53%▼ 2.46%
▲ 25.81%▲ 1.92%▲ 19.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Solowin Holdings
6.32%
▼ 32.89%
9
Buy
Jul 12, 2024
Ocean Biomedical
2.54%
▼ 25.30%
5
Buy
Jul 12, 2024
SelectQuote
2.17%
▲ 62.81%
3
Buy
Jul 12, 2024
Kosmos Energy
2.98%
▼ 6.40%
3
Buy
May 28, 2024
Pulse Biosciences
0.01%
▲ 140.99%
5
Sell
May 25, 2024
Outlook Therapeutics
13.64%
▲ 6.69%
6
Buy
May 25, 2024
NuScale Power
12.08%
▲ 106.03%
9
Buy
May 25, 2024
BioAtla
3.79%
▼ 30.75%
4
Buy
May 25, 2024
CytomX Therapeutics
4.67%
▼ 45.01%
4
Buy
May 25, 2024
reAlpha Tech Corp.
▼ 30.22%
2
Close
May 17, 2024
Nutriband
0.01%
▲ 122.22%
3
Buy
May 16, 2024
AGBA Acquisition
▼ 9.23%
4
Close
May 16, 2024
Poseida Therapeutics
2.79%
▲ 5.37%
3
Buy
May 16, 2024
SCYNEXIS
3.38%
▲ 12.39%
3
Buy
May 16, 2024
Wheels Up Experience
5.16%
▲ 36.05%
3
Buy
May 15, 2024
Thoughtworks Holding
1.69%
▲ 9.49%
3
Buy
May 15, 2024
Pagaya Technologies Ltd
7.89%
▲ 46.32%
4
Buy
May 14, 2024
Omega Therapeutics
2.06%
▼ 22.11%
3
Buy
May 14, 2024
NextNav
▲ 3.28%
4
Close
May 11, 2024
Trxade Group
▼ 25.66%
6
Close
May 11, 2024