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holdings - New Portfolio
holdings
Individual Investor
Ranked #153,928 out of 747,498 TipRanks' Investors
Success Rate
8 out of 8
profitable transactions
profitable transactions
Average Return
7.69%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.89%
6-Month Return-
12-Month Return-
YTD Return▲ 11.31%
Total Return▲ 11.31%
Best Trade
Bio
still working on getting the right portfolio up
Performance
25.65%0-25.65%
▲ 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%
▼ 0.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.67%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.95%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 2.69%
Jul 2024
▲ 5.14%▲ 4.57%―
▼ 1.87%▲ 1.59%―
▲ 14.08%▲ 5.22%―
▲ 5.05%▲ 3.27%―
▼ 12.40%▼ 4.03%▼ 0.36%
▲ 11.46%▲ 5.06%▲ 5.67%
▼ 2.25%▲ 3.53%▲ 2.95%
▲ 25.65%▲ 0.88%▲ 2.69%
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%
▲ 6.63%
1
Open
May 18, 2024
Marriott International
0%
▲ 1.76%
1
Open
May 18, 2024
Avantis U.S. Small Cap Value ETF
0%
▲ 8.11%
1
Open
Apr 22, 2024
Berkshire Hathaway B
0%
▲ 6.28%
1
Open
Apr 22, 2024
Microsoft
0%
▲ 9.21%
1
Open
Apr 22, 2024
Vanguard All-Equity ETF Portfolio
100%
▲ 7.36%
1
Open
Apr 22, 2024