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New Portfolio May 2024 - New Portfolio

Erick

New Portfolio May 2024
Individual Investor
Ranked #397,758 out of 783,334 TipRanks' Investors
Success Rate
52%
42 out of 81
profitable transactions
Average Return
0.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.64%
6-Month Return▲ 23.90%
12-Month Return-
YTD Return▲ 3.64%
Total Return▲ 28.80%

Best Trade

Opened at
Closed at-
Gain▲ 262.33%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 2.77%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 8.02%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 10.78%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.91%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 1.54%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.53%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 18.22%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 3.64%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 2.77%
▲ 8.13%▲ 1.21%▲ 8.02%
▼ 13.14%▲ 2.34%▼ 10.78%
▲ 2.93%▲ 2.10%▲ 1.91%
▲ 9.99%▼ 0.89%▲ 1.54%
▲ 26.04%▲ 5.96%▲ 9.53%
▲ 5.93%▼ 2.41%▲ 18.22%
▲ 3.19%▲ 2.68%▲ 3.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Profire Energy
▲ 51.17%
4
Close
Jan 06, 2025
Iteris
▲ 56.64%
3
Close
Oct 31, 2024
W&T Offshore
0%
▼ 28.91%
2
Sell
Aug 27, 2024
Imperial Petroleum, Inc.
0%
▼ 26.12%
3
Sell
Aug 27, 2024
KLX Energy Services Holdings
0%
▼ 7.55%
3
Sell
Aug 27, 2024
Hello Group
0%
▲ 22.36%
3
Sell
Aug 27, 2024
Chimera Investment
0%
▲ 9.43%
2
Sell
Aug 27, 2024
COMPASS Pathways
1.29%
▼ 48.88%
1
Open
Aug 27, 2024
Compass
4.66%
▲ 33.94%
1
Open
Aug 27, 2024
Opendoor Technologies
1.33%
▼ 38.66%
1
Open
Aug 27, 2024
Rocket Pharmaceuticals
3.31%
▼ 45.50%
1
Open
Aug 27, 2024
Redfin
2.57%
▼ 26.63%
1
Open
Aug 27, 2024
Pioneer Power Solutions
▲ 16.24%
2
Close
Aug 13, 2024
Vimeo
0%
▲ 69.64%
2
Sell
Aug 13, 2024
Strong Global Entertainment, Inc. Class A
▼ 13.94%
4
Close
Aug 13, 2024
Tectonic Therapeutic
16.96%
▲ 65.02%
2
Buy
Aug 13, 2024
Revelation Biosciences
▼ 56.06%
4
Close
Aug 13, 2024
Rimini Street
5.42%
▲ 36.52%
3
Buy
Aug 13, 2024
Lument Finance Trust
▲ 5.52%
3
Close
Aug 13, 2024
National Cinemedia
0%
▲ 46.42%
2
Sell
Aug 13, 2024