פרוטפוליו פעיל - New Portfolio

yochai kalimian

פרוטפוליו פעיל
Individual Investor
Ranked #244,310 out of 758,358 TipRanks' Investors
Success Rate
63%
22 out of 35
profitable transactions
Average Return
5.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.88%
6-Month Return▲ 6.84%
12-Month Return-
YTD Return▲ 15.68%
Total Return▲ 15.68%

Best Trade

Opened at
Closed at
Gain▲ 39.24%

Bio

Smart investment

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 8.94%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 10.80%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.54%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.93%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.54%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.99%
Aug 2024
▲ 7.84%
▲ 1.66%
▲ 1.84%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%▲ 8.94%
▼ 12.40%▼ 4.03%▼ 10.80%
▲ 11.46%▲ 5.06%▲ 0.54%
▼ 2.25%▲ 3.53%▲ 5.93%
▲ 25.76%▲ 1.21%▲ 5.54%
▼ 4.21%▲ 2.34%▲ 3.99%
▲ 7.84%▲ 1.66%▲ 1.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Agilent
5.84%
0.00%
1
Open
Sep 25, 2024
Amazon
9.12%
▲ 1.13%
2
Buy
Sep 23, 2024
Dell Technologies
6.71%
▲ 4.68%
2
Buy
Sep 23, 2024
Mediwound
▼ 7.16%
4
Close
Sep 17, 2024
Teva Pharmaceutical
11.76%
▲ 2.99%
4
Sell
Sep 17, 2024
Lam Research
▼ 16.23%
3
Close
Sep 10, 2024
Target
5.79%
▲ 1.08%
1
Open
Aug 29, 2024
Astera Labs, Inc.
4.35%
▲ 26.79%
2
Sell
Aug 27, 2024
Martin Marietta Materials
▼ 5.29%
2
Close
Aug 19, 2024
Verizon
4.73%
▲ 9.53%
2
Buy
Aug 17, 2024
Pentair
5.17%
▲ 26.69%
3
Sell
Aug 01, 2024
Arch Capital Group
7.46%
▲ 16.50%
2
Buy
Aug 01, 2024
Airbnb
▼ 3.82%
3
Close
Jul 24, 2024
Texas Pacific Land
▲ 26.70%
3
Close
Jul 19, 2024
Interactive Brokers
7.25%
▲ 13.49%
1
Open
Jun 20, 2024
Emerson Electric Company
▼ 3.66%
3
Close
Jun 11, 2024
Microsoft
11.43%
▲ 1.86%
2
Buy
Jun 10, 2024
Berkshire Hathaway B
12.04%
▲ 11.03%
2
Buy
Jun 10, 2024
Caesars Entertainment
▲ 8.74%
2
Close
Jun 05, 2024
Cboe Global Markets
▼ 2.80%
2
Close
May 29, 2024