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New Portfolio Mar 2024 - New Portfolio

PerformancePortfolio Details

Erick

New Portfolio Mar 2024
Individual Investor
Ranked #424,425 out of 769,002 TipRanks' Investors
Success Rate
35%
49 out of 141
profitable transactions
Average Return
10.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.11%
6-Month Return▲ 1.04%
12-Month Return-
YTD Return▲ 0.78%
Total Return▲ 0.78%

Best Trade

AssetNuScale Power (SMR)
Opened at
Closed at-
Gain▲ 532.43%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 13.05%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 3.86%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.48%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 14.47%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 5.40%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.26%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 7.50%
Oct 2024
▲ 23.63%
▲ 3.84%
▼ 5.61%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 13.05%
▲ 11.46%▲ 5.06%▼ 3.86%
▼ 2.25%▲ 3.53%▼ 2.48%
▲ 25.72%▲ 1.21%▲ 14.47%
▼ 4.22%▲ 2.34%▼ 5.40%
▲ 7.82%▲ 2.10%▲ 3.26%
▲ 5.70%▼ 0.89%▲ 7.50%
▲ 23.63%▲ 3.84%▼ 5.61%

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%
▲ 30.81%
5
Sell
Aug 27, 2024
SMR
NuScale Power
0%
▲ 360.74%
10
Sell
Aug 27, 2024
HNST
Honest Company
0%
▲ 113.80%
4
Sell
Aug 27, 2024
CVNA
Carvana Co
0%
▲ 120.40%
5
Sell
Aug 27, 2024
UP
Wheels Up Experience
7.81%
▼ 4.86%
4
Buy
Aug 13, 2024
T
AT&T
10.97%
▲ 29.66%
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
21.48%
▼ 20.10%
5
Buy
Aug 07, 2024
CRDF
Cardiff Oncology
8.95%
▼ 26.40%
4
Buy
Aug 07, 2024
CCCC
C4 Therapeutics
6.7%
▼ 39.20%
4
Buy
Aug 07, 2024
MLEC
Moolec Science
―
▼ 49.53%
4
Close
Aug 07, 2024
RVMD
Revolution Medicines
10.17%
▲ 50.03%
3
Buy
Aug 07, 2024
TLRY
Tilray
1.25%
▼ 32.53%
3
Buy
Aug 07, 2024
BCAB
BioAtla
5.31%
▼ 31.85%
5
Buy
Aug 07, 2024
SWIN
Solowin Holdings
4.85%
▼ 38.77%
9
Buy
Jul 12, 2024
OCEA
Ocean Biomedical
1.36%
▼ 54.78%
5
Buy
Jul 12, 2024
KOS
Kosmos Energy
1.91%
▼ 34.23%
3
Buy
May 28, 2024