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Ed - IRA -2053 - New Portfolio

Ed - IRA -2053
Individual Investor
Ranked #137,293 out of 769,291 TipRanks' Investors
Success Rate
68%
34 out of 50
profitable transactions
Average Return
16.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.41%
6-Month Return▲ 28.96%
12-Month Return-
YTD Return▲ 27.25%
Total Return▲ 27.25%

Best Trade

Opened at
Closed at-
Gain▲ 269.15%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 6.23%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.70%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.63%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 2.93%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 6.98%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.72%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.36%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 7.95%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.23%
▲ 11.46%▲ 5.06%▲ 4.70%
▼ 2.25%▲ 3.53%▲ 6.63%
▲ 25.72%▲ 1.21%▼ 2.93%
▼ 4.22%▲ 2.34%▲ 6.98%
▲ 7.82%▲ 2.10%▲ 6.72%
▲ 5.70%▼ 0.89%▲ 1.36%
▲ 23.63%▲ 3.84%▲ 7.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Parsons
▲ 4.29%
2
Sell
Aug 16, 2024
Trade Desk
▲ 2.45%
2
Sell
Aug 16, 2024
Pennant Group
▲ 3.12%
2
Sell
Aug 16, 2024
Amazon
8.05%
▲ 9.45%
3
Buy
Aug 15, 2024
Microsoft
6.28%
▼ 1.74%
5
Sell
Aug 15, 2024
ServiceNow
6.37%
▲ 28.14%
2
Buy
Aug 15, 2024
Mercadolibre
▲ 2.07%
3
Sell
Aug 15, 2024
Costco
4.85%
▲ 10.13%
2
Buy
Aug 15, 2024
DaVita
3.33%
▲ 9.46%
1
Buy
Aug 15, 2024
AppLovin
12.91%
▲ 269.15%
1
Buy
Aug 15, 2024
CAVA Group, Inc.
8.81%
▲ 78.75%
4
Buy
Aug 14, 2024
Arista Networks
8.22%
▲ 26.12%
3
Buy
Aug 14, 2024
Monday.com
5.61%
▲ 8.74%
2
Buy
Aug 14, 2024
Nvidia
5.95%
▲ 28.95%
2
Buy
Aug 14, 2024
Chipotle
1.22%
▲ 16.63%
1
Buy
Aug 14, 2024
iShares 20+ Year Treasury Bond ETF
1.83%
▼ 7.72%
1
Buy
Aug 14, 2024
GE Aerospace
1.81%
▲ 6.69%
1
Buy
Aug 14, 2024
Apple
4.64%
▲ 15.48%
3
Buy
Aug 13, 2024
NextEra Energy
0.78%
▼ 0.37%
1
Buy
Aug 13, 2024
Axon Enterprise
▲ 14.60%
2
Sell
Aug 11, 2024