New Portfolio Mar 2024 - New Portfolio

Erick

New Portfolio Mar 2024
Individual Investor
Ranked #535,582 out of 794,584 TipRanks' Investors
Success Rate
34%
48 out of 141
profitable transactions
Average Return
-13.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 10.59%
6-Month Return▼ 32.16%
12-Month Return▼ 33.86%
YTD Return▼ 33.78%
Total Return▼ 31.93%

Best Trade

Opened at
Closed at
Gain▲ 240.50%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 3.26%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 7.42%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 8.74%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 11.40%
Dec 2024
▲ 5.87%
▲ 2.69%
▼ 0.47%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 17.55%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.70%
Mar 2025
▼ 9.96%
▼ 9.67%
▼ 14.43%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 3.26%
▲ 10.00%▼ 0.89%▲ 7.42%
▲ 26.01%▲ 5.96%▲ 8.74%
▲ 5.33%▼ 2.41%▼ 11.40%
▲ 5.87%▲ 2.69%▼ 0.47%
▼ 12.86%▼ 1.27%▼ 17.55%
▼ 1.80%▼ 5.57%▼ 5.70%
▼ 9.96%▼ 9.67%▼ 14.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Poseida Therapeutics
▲ 199.69%
4
Close
Jan 07, 2025
Thoughtworks Holding
▲ 53.91%
5
Close
Nov 12, 2024
G1 Therapeutics
▲ 61.04%
3
Close
Sep 17, 2024
Nutriband
0%
▲ 41.85%
5
Sell
Aug 27, 2024
NuScale Power
0%
▲ 125.54%
10
Sell
Aug 27, 2024
Honest Company
0%
▲ 23.27%
4
Sell
Aug 27, 2024
Carvana Co
0%
▲ 46.55%
5
Sell
Aug 27, 2024
Wheels Up Experience
4.51%
▼ 59.85%
4
Buy
Aug 13, 2024
AT&T
18.18%
▲ 55.18%
3
Buy
Aug 13, 2024
Lineage Therap
▼ 36.23%
2
Close
Aug 13, 2024
SelectQuote
▲ 17.96%
4
Close
Aug 13, 2024
Pagaya Technologies Ltd
32.76%
▼ 12.54%
5
Buy
Aug 07, 2024
Cardiff Oncology
14.08%
▼ 20.00%
4
Buy
Aug 07, 2024
C4 Therapeutics
3.13%
▼ 80.33%
4
Buy
Aug 07, 2024
Moolec Science
▼ 49.53%
4
Close
Aug 07, 2024
Revolution Medicines
8.02%
▼ 17.66%
3
Buy
Aug 07, 2024
Tilray
0.81%
▼ 69.04%
3
Buy
Aug 07, 2024
BioAtla
1.53%
▼ 87.11%
5
Buy
Aug 07, 2024
Solowin Holdings
4.26%
▼ 46.00%
9
Buy
Jul 12, 2024
Ocean Biomedical
0.13%
▼ 96.92%
5
Buy
Jul 12, 2024