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New Portfolio Apr 2024 - New Portfolio

Ed Chiu

New Portfolio Apr 2024
Individual Investor
Ranked #35,867 out of 746,321 TipRanks' Investors
Success Rate
74%
180 out of 244
profitable transactions
Average Return
15.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.78%
6-Month Return-
12-Month Return-
YTD Return▲ 11.54%
Total Return▲ 11.54%

Best Trade

Opened at
Closed at-
Gain▲ 526.89%

Bio

Performance

28.20%0-28.20%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.08%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.51%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.51%
Jun 2024
▲ 28.20%
▲ 3.18%
▲ 4.69%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%▼ 6.08%
▲ 11.46%▲ 5.06%▲ 7.51%
▼ 2.25%▲ 3.53%▲ 5.51%
▲ 28.20%▲ 3.18%▲ 4.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Canadian National Railway
0.41%
▼ 4.28%
8
Buy
Jul 15, 2024
Berkshire Hathaway B
0.33%
▲ 5.90%
8
Buy
Jul 15, 2024
Transdigm Group
0.95%
▼ 4.18%
3
Buy
Jul 15, 2024
AstraZeneca
0.62%
▼ 1.05%
4
Buy
Jul 15, 2024
Vertex Pharmaceuticals
2.02%
▲ 3.13%
5
Buy
Jul 15, 2024
First Solar
0.18%
▼ 4.97%
3
Buy
Jul 15, 2024
Inspire Veterinary Partners, Inc. Class A
0.08%
▲ 6.72%
1
Open
Jul 12, 2024
Royal Caribbean
1.28%
▲ 3.24%
4
Buy
Jul 11, 2024
Virco Manufacturing
▼ 3.27%
4
Close
Jul 10, 2024
TransMedics Group
0.63%
▼ 0.36%
3
Buy
Jul 10, 2024
Tesla
0.02%
▲ 2.61%
2
Buy
Jul 10, 2024
Zapp Electric Vehicles
▲ 1.19%
2
Close
Jul 10, 2024
Carnival
0.08%
▲ 2.81%
2
Buy
Jul 10, 2024
Chipotle
9.54%
▼ 8.84%
10
Sell
Jul 08, 2024
Arista Networks
2.93%
▲ 0.59%
3
Buy
Jul 08, 2024
Apple
1.94%
▲ 24.40%
9
Buy
Jun 29, 2024
Nvidia
10.43%
▲ 26.66%
16
Buy
Jun 29, 2024
iShares Russell 1000 Growth ETF
3.09%
▲ 2.83%
2
Buy
Jun 29, 2024
Microsoft
3.34%
▲ 4.18%
8
Buy
Jun 28, 2024
Invesco QQQ Trust
2.66%
▲ 11.51%
7
Buy
Jun 26, 2024