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פרוטפוליו פעיל - New Portfolio

yochai kalimian

פרוטפוליו פעיל
Individual Investor
Ranked #329,743 out of 769,002 TipRanks' Investors
Success Rate
55%
26 out of 47
profitable transactions
Average Return
5.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.66%
6-Month Return▲ 21.36%
12-Month Return-
YTD Return▲ 19.34%
Total Return▲ 19.34%

Best Trade

Opened at
Closed at-
Gain▲ 56.53%

Bio

Smart investment

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 10.80%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.54%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.93%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.54%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.99%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.60%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.35%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 2.04%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 10.80%
▲ 11.46%▲ 5.06%▲ 0.54%
▼ 2.25%▲ 3.53%▲ 5.93%
▲ 25.72%▲ 1.21%▲ 5.54%
▼ 4.22%▲ 2.34%▲ 3.99%
▲ 7.82%▲ 2.10%▲ 2.60%
▲ 5.70%▼ 0.89%▲ 0.35%
▲ 23.63%▲ 3.84%▲ 2.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Allegro MicroSystems
2.17%
▼ 6.33%
4
Open
Nov 21, 2024
International Business Machines
4.65%
0.00%
1
Open
Nov 20, 2024
NICE
2.24%
▼ 14.16%
2
Sell
Nov 18, 2024
Interactive Brokers
6.51%
▲ 56.53%
2
Sell
Nov 13, 2024
Agilent
▼ 3.55%
2
Close
Nov 13, 2024
Teva Pharmaceutical
3.12%
▲ 0.45%
5
Sell
Nov 06, 2024
ASML Holding
3.51%
▼ 6.02%
2
Sell
Nov 06, 2024
Reinsurance Group
5.99%
▼ 0.28%
1
Open
Nov 06, 2024
Verizon
3.33%
▲ 3.80%
3
Sell
Nov 05, 2024
Diamondback
4.77%
▲ 3.32%
1
Open
Nov 05, 2024
Abbott Laboratories
3.06%
▲ 1.29%
1
Open
Oct 30, 2024
Palantir Technologies
▲ 6.12%
3
Close
Oct 24, 2024
Microsoft
5.4%
▼ 2.05%
4
Sell
Oct 17, 2024
Berkshire Hathaway B
6.17%
▲ 15.07%
3
Sell
Oct 17, 2024
Intuit
5.32%
▲ 6.79%
1
Open
Oct 17, 2024
Astera Labs, Inc.
▲ 52.03%
3
Close
Oct 15, 2024
Target
▼ 1.37%
2
Close
Oct 08, 2024
Synopsys
7.29%
▲ 9.43%
1
Open
Oct 07, 2024
Amazon
9.33%
▲ 6.57%
2
Buy
Sep 23, 2024
Dell Technologies
7.26%
▲ 17.11%
2
Buy
Sep 23, 2024