New Portfolio Mar 2024 - New Portfolio

Kevin Machado

New Portfolio Mar 2024
Individual Investor
Ranked #231,087 out of 753,381 TipRanks' Investors
Success Rate
59%
47 out of 80
profitable transactions
Average Return
2.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.38%
6-Month Return-
12-Month Return-
YTD Return▲ 3.95%
Total Return▲ 3.95%

Best Trade

Opened at
Closed at-
Gain▲ 33.36%

Bio

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.57%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.87%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.65%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 0.81%
Jul 2024
▼ 5.09%
▲ 0.98%
▲ 2.14%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%▼ 0.57%
▲ 11.46%▲ 5.06%▲ 0.87%
▼ 2.25%▲ 3.53%▲ 0.65%
▲ 25.76%▲ 1.21%▲ 0.81%
▼ 5.09%▲ 0.98%▲ 2.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
1.56%
▲ 5.81%
2
Buy
Aug 13, 2024
iShares Expanded Tech-Software Sector ETF
0.3%
▼ 0.10%
1
Open
Jun 27, 2024
Invesco Dynamic Semiconductors ETF
0.2%
▼ 5.88%
1
Open
Jun 27, 2024
ProShares Ultra Technology
0.23%
▼ 4.47%
1
Open
Jun 27, 2024
VanEck Semiconductor ETF
0.85%
▼ 4.04%
1
Open
Jun 27, 2024
iShares Semiconductor ETF
0.8%
▼ 4.41%
1
Open
Jun 27, 2024
IGM Financial
0.1%
▲ 3.67%
1
Open
Jun 27, 2024
ProShares Ultra Semiconductors
0.45%
▼ 5.35%
1
Open
Jun 27, 2024
Vanguard Information Technology ETF
1.99%
▲ 0.56%
1
Open
Jun 27, 2024
Technology Select Sector SPDR Fund
0.77%
▼ 1.06%
1
Open
Jun 27, 2024
SPDR S&P Semiconductor ETF
0.82%
▼ 2.49%
1
Open
Jun 27, 2024
American Express
▲ 1.98%
2
Close
Jun 24, 2024
Bank of America
▲ 6.18%
2
Close
Jun 24, 2024
Chevron
▲ 2.02%
2
Close
Jun 24, 2024
Kraft Heinz
▼ 8.95%
2
Close
Jun 24, 2024
Coca-Cola
▲ 5.37%
2
Close
Jun 24, 2024
Moody's
▲ 8.52%
2
Close
Jun 24, 2024
Occidental Petroleum
▼ 2.32%
2
Close
Jun 24, 2024
US Bancorp
▼ 9.28%
2
Close
Jun 24, 2024
Lam Research
2.91%
▼ 17.28%
1
Open
Jun 24, 2024