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New Portfolio May 2024 - New Portfolio

New Portfolio May 2024
Individual Investor
Ranked #202,485 out of 747,498 TipRanks' Investors
Success Rate
65%
30 out of 46
profitable transactions
Average Return
2.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.28%
6-Month Return-
12-Month Return-
YTD Return▲ 3.68%
Total Return▲ 3.68%

Best Trade

Opened at
Closed at
Gain▲ 27.21%

Bio

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%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.75%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.74%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 2.15%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▲ 0.75%
▼ 2.25%▲ 3.53%▲ 0.74%
▲ 25.65%▲ 0.88%▲ 2.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eli Lilly & Co
3.57%
▼ 1.13%
1
Open
Jun 12, 2024
Novo Nordisk
3.57%
▼ 8.18%
1
Open
Jun 12, 2024
Apple
▲ 3.67%
2
Close
Jun 09, 2024
Thermo Fisher
▼ 1.56%
2
Close
Jun 09, 2024
Home Depot
▼ 1.79%
2
Close
Jun 09, 2024
Vanguard S&P 500 ETF
▲ 2.85%
2
Close
Jun 09, 2024
Amphastar Pharmaceuticals
▼ 1.44%
2
Close
Jun 09, 2024
Deere
▲ 0.05%
2
Close
Jun 09, 2024
Enphase Energy
▲ 2.45%
2
Close
Jun 09, 2024
FedEx
▲ 2.05%
2
Close
Jun 09, 2024
HCA Healthcare
▲ 2.57%
2
Close
Jun 09, 2024
VanEck Semiconductor ETF
▲ 5.08%
2
Close
Jun 09, 2024
United Parcel
▼ 0.53%
2
Close
Jun 09, 2024
Waste Management
3.57%
▲ 5.52%
2
Close
Jun 09, 2024
First Solar
3.57%
▼ 22.65%
1
Open
Jun 09, 2024
Advanced Micro Devices
3.57%
▼ 5.46%
1
Open
Jun 09, 2024
DR Horton
3.57%
▲ 22.23%
1
Open
Jun 09, 2024
Caterpillar
3.57%
▲ 5.47%
1
Open
Jun 09, 2024
Nucor
3.57%
▲ 3.66%
1
Open
Jun 09, 2024
Taiwan Semiconductor Manufacturing
▲ 5.83%
2
Close
Jun 03, 2024