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New Portfolio Apr 2024 - New Portfolio

Ed Chiu

New Portfolio Apr 2024
Individual Investor
Ranked #157,789 out of 769,002 TipRanks' Investors
Success Rate
60%
218 out of 362
profitable transactions
Average Return
11.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.20%
6-Month Return▲ 10.04%
12-Month Return-
YTD Return▲ 10.15%
Total Return▲ 10.15%

Best Trade

Opened at
Closed at-
Gain▲ 504.31%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 6.08%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.51%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.51%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 2.10%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.49%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.11%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.06%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 4.06%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.08%
▲ 11.46%▲ 5.06%▲ 7.51%
▼ 2.25%▲ 3.53%▲ 5.51%
▲ 25.72%▲ 1.21%▼ 2.10%
▼ 4.22%▲ 2.34%▲ 0.49%
▲ 7.82%▲ 2.10%▲ 3.11%
▲ 5.70%▼ 0.89%▼ 2.06%
▲ 23.63%▲ 3.84%▲ 4.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eli Lilly & Co
0.06%
▼ 12.04%
6
Sell
Nov 18, 2024
JPMorgan Chase & Co.
1.99%
▲ 19.31%
10
Buy
Nov 15, 2024
Berkshire Hathaway B
1.98%
▲ 10.84%
12
Buy
Nov 15, 2024
Lantheus
0.07%
▼ 24.25%
4
Sell
Nov 15, 2024
Berkshire Hathaway A
5.22%
▲ 4.25%
10
Buy
Nov 15, 2024
Walt Disney
0.94%
▲ 5.71%
3
Buy
Nov 15, 2024
Colliers International Group
1.17%
▼ 4.26%
3
Buy
Nov 14, 2024
Snowflake
1.41%
▲ 2.45%
3
Buy
Nov 14, 2024
Shopify
0.87%
▲ 44.13%
7
Buy
Nov 12, 2024
TransMedics Group
▼ 38.49%
4
Close
Nov 10, 2024
Tesla
2.23%
▲ 31.58%
7
Buy
Nov 10, 2024
Grayscale Solana Trust
▼ 71.83%
4
Close
Nov 10, 2024
iShares Russell 1000 ETF
2.15%
▼ 1.35%
1
Open
Nov 10, 2024
Microsoft
▼ 3.22%
12
Close
Nov 09, 2024
Constellation Software
▲ 21.03%
13
Close
Nov 09, 2024
Salesforce
2.48%
▲ 13.31%
6
Buy
Nov 09, 2024
Super Micro Computer
▼ 70.80%
17
Close
Nov 09, 2024
Astrana Health
▼ 0.78%
2
Close
Nov 09, 2024
CVR Energy
0.12%
▲ 11.22%
3
Buy
Nov 09, 2024
iShares Russell 2000 Value ETF
1.44%
▲ 0.49%
3
Buy
Nov 06, 2024