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New Portfolio Mar 2024 - New Portfolio

PerformancePortfolio Details

Erick

New Portfolio Mar 2024
Individual Investor
Ranked #431,688 out of 775,923 TipRanks' Investors
Success Rate
36%
51 out of 141
profitable transactions
Average Return
5.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.96%
6-Month Return▲ 16.02%
12-Month Return-
YTD Return▲ 1.30%
Total Return▲ 1.30%

Best Trade

AssetNuScale Power (SMR)
Opened at
Closed at-
Gain▲ 385.75%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▼ 3.86%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.48%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 14.47%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 5.40%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.26%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 7.48%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 8.74%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 12.73%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▼ 3.86%
▼ 2.25%▲ 3.53%▼ 2.48%
▲ 25.71%▲ 1.21%▲ 14.47%
▼ 4.22%▲ 2.34%▼ 5.40%
▲ 7.82%▲ 2.10%▲ 3.26%
▲ 5.38%▼ 0.89%▲ 7.48%
▲ 43.22%▲ 5.96%▲ 8.74%
▲ 3.34%▼ 1.56%▼ 12.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TWKS
Thoughtworks Holding
―
▲ 53.91%
5
Close
Nov 12, 2024
GTHX
G1 Therapeutics
―
▲ 61.04%
3
Close
Sep 17, 2024
NTRB
Nutriband
0%
▲ 7.17%
5
Sell
Aug 27, 2024
SMR
NuScale Power
0%
▲ 253.88%
10
Sell
Aug 27, 2024
HNST
Honest Company
0%
▲ 103.18%
4
Sell
Aug 27, 2024
CVNA
Carvana Co
0%
▲ 102.34%
5
Sell
Aug 27, 2024
UP
Wheels Up Experience
6.67%
▼ 17.61%
4
Buy
Aug 13, 2024
T
AT&T
11.18%
▲ 29.21%
3
Buy
Aug 13, 2024
LCTX
Lineage Therap
―
▼ 36.23%
2
Close
Aug 13, 2024
SLQT
SelectQuote
―
▲ 17.96%
4
Close
Aug 13, 2024
PGY
Pagaya Technologies Ltd
21.98%
▼ 18.46%
5
Buy
Aug 07, 2024
CRDF
Cardiff Oncology
15.7%
▲ 23.93%
4
Buy
Aug 07, 2024
CCCC
C4 Therapeutics
6.79%
▼ 40.70%
4
Buy
Aug 07, 2024
MLEC
Moolec Science
―
▼ 49.53%
4
Close
Aug 07, 2024
RVMD
Revolution Medicines
8.12%
▲ 15.83%
3
Buy
Aug 07, 2024
TLRY
Tilray
1.24%
▼ 34.10%
3
Buy
Aug 07, 2024
BCAB
BioAtla
2.72%
▼ 68.14%
5
Buy
Aug 07, 2024
SWIN
Solowin Holdings
3.44%
▼ 44.41%
9
Buy
Jul 12, 2024
OCEA
Ocean Biomedical
1.31%
▼ 56.49%
5
Buy
Jul 12, 2024
KOS
Kosmos Energy
1.48%
▼ 49.24%
3
Buy
May 28, 2024