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New Portfolio - New Portfolio

PerformancePortfolio Details

Mark

New Portfolio
Individual Investor
Ranked #258,673 out of 775,727 TipRanks' Investors
Success Rate
54%
13 out of 24
profitable transactions
Average Return
24.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.89%
6-Month Return▲ 13.75%
12-Month Return-
YTD Return▲ 19.75%
Total Return▲ 19.75%

Best Trade

AssetRocket Lab USA (RKLB)
Opened at
Closed at-
Gain▲ 469.12%

Bio

Performance

43.24%0-43.24%
▲ 11.46%
▲ 5.06%
▲ 5.33%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.68%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.97%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.22%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.15%
Sep 2024
▲ 5.39%
▼ 0.89%
▼ 1.83%
Oct 2024
▲ 43.24%
▲ 5.96%
▲ 10.42%
Nov 2024
▼ 2.79%
▼ 2.70%
▼ 0.46%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 5.33%
▼ 2.25%▲ 3.53%▲ 3.68%
▲ 25.71%▲ 1.21%▲ 2.97%
▼ 4.22%▲ 2.34%▲ 0.22%
▲ 7.82%▲ 2.10%▲ 2.15%
▲ 5.39%▼ 0.89%▼ 1.83%
▲ 43.24%▲ 5.96%▲ 10.42%
▼ 2.79%▼ 2.70%▼ 0.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TWLO
Twilio
―
▼ 0.59%
2
Close
May 17, 2024
BOO
boohoo group Plc
―
▼ 4.62%
2
Close
Apr 23, 2024
MCG
Mobico Group
―
▼ 13.72%
2
Close
Apr 19, 2024
PSNY
Polestar Automotive Holding UK
―
▼ 15.38%
2
Close
Apr 15, 2024
SPR
Spirit AeroSystems
5%
▼ 6.41%
1
Open
Mar 31, 2024
AAPL
Apple
5%
▲ 47.44%
1
Open
Mar 31, 2024
MESA
Mesa Air Group
5%
▲ 40.37%
1
Open
Mar 31, 2024
LGEN
Legal & General
5%
▼ 4.12%
1
Open
Mar 31, 2024
MSFT
Microsoft
5%
▲ 3.51%
1
Open
Mar 31, 2024
GOOGL
Alphabet Class A
5%
▲ 21.68%
1
Open
Mar 31, 2024
BA
Boeing
5%
▼ 6.58%
1
Open
Mar 31, 2024
MA
Mastercard
5%
▲ 9.84%
1
Open
Mar 31, 2024
V
Visa
5%
▲ 13.80%
1
Open
Mar 31, 2024
VOD
Vodafone
5%
▲ 2.83%
1
Open
Mar 31, 2024
GPN
Global Payments
5%
▼ 14.43%
1
Open
Mar 31, 2024
RKLB
Rocket Lab USA
5%
▲ 469.12%
1
Open
Mar 31, 2024
CSCO
Cisco Systems
5%
▲ 18.00%
1
Open
Mar 31, 2024
MONY
Moneysupermarket.com
5%
▼ 10.27%
1
Open
Mar 31, 2024
ISF
iShares Core FTSE 100 UCITS ETF GBP (Dist)
5%
▲ 4.39%
1
Open
Mar 31, 2024
GSPX
iShares Core S&P 500 UCITS ETF
5%
▲ 12.94%
1
Open
Mar 31, 2024