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holdings - New Portfolio
holdings
Individual Investor
Ranked #175,538 out of 765,504 TipRanks' Investors
Success Rate
8 out of 8
profitable transactions
profitable transactions
Average Return
13.98%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.52%
6-Month Return▲ 15.64%
12-Month Return-
YTD Return▲ 19.78%
Total Return▲ 19.78%
Best Trade
Bio
still working on getting the right portfolio up
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 0.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.67%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.95%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.53%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.36%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.33%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.25%
Oct 2024
▲ 12.58%
▲ 1.42%
▲ 5.19%
Nov 2024
▼ 12.40%▼ 4.03%▼ 0.36%
▲ 11.46%▲ 5.06%▲ 5.67%
▼ 2.25%▲ 3.53%▲ 2.95%
▲ 25.72%▲ 1.21%▲ 1.53%
▼ 4.21%▲ 2.34%▲ 1.36%
▲ 7.82%▲ 2.10%▲ 2.33%
▲ 6.02%▼ 0.89%▼ 0.25%
▲ 12.58%▲ 1.42%▲ 5.19%
Recent Activity
Apple
―
▲ 17.16%
2
Close
Jun 03, 2024
Vanguard S&P500 Indx
―
▲ 5.00%
2
Close
Jun 02, 2024
Hilton Worldwide Holdings
0%
▲ 19.96%
1
Open
May 18, 2024
Marriott International
0%
▲ 15.59%
1
Open
May 18, 2024
Avantis U.S. Small Cap Value ETF
0%
▲ 18.26%
1
Open
Apr 22, 2024
Berkshire Hathaway B
0%
▲ 14.71%
1
Open
Apr 22, 2024
Microsoft
0%
▲ 5.17%
1
Open
Apr 22, 2024
Vanguard All-Equity ETF Portfolio
100%
▲ 16.00%
1
Open
Apr 22, 2024