New Portfolio May 2024 - New Portfolio

New Portfolio May 2024
Individual Investor
Ranked #233,371 out of 764,637 TipRanks' Investors
Success Rate
63%
29 out of 46
profitable transactions
Average Return
2.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.18%
6-Month Return-
12-Month Return-
YTD Return▲ 6.02%
Total Return▲ 6.02%

Best Trade

Opened at
Closed at-
Gain▲ 28.39%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.75%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.74%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.66%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.45%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.55%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 3.68%
Oct 2024
▼ 2.13%
▲ 0.42%
▲ 0.55%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▲ 0.75%
▼ 2.25%▲ 3.53%▲ 0.74%
▲ 25.72%▲ 1.21%▲ 2.66%
▼ 4.21%▲ 2.34%▲ 2.45%
▲ 7.82%▲ 2.10%▲ 2.55%
▲ 6.02%▼ 0.89%▼ 3.68%
▼ 2.13%▲ 0.42%▲ 0.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eli Lilly & Co
3.57%
▼ 5.45%
1
Open
Jun 12, 2024
Novo Nordisk
3.57%
▼ 21.66%
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%
▲ 3.52%
2
Close
Jun 09, 2024
First Solar
3.57%
▼ 26.75%
1
Open
Jun 09, 2024
Advanced Micro Devices
3.57%
▼ 11.53%
1
Open
Jun 09, 2024
DR Horton
3.57%
▲ 18.07%
1
Open
Jun 09, 2024
Caterpillar
3.57%
▲ 16.06%
1
Open
Jun 09, 2024
Nucor
3.57%
▼ 8.09%
1
Open
Jun 09, 2024
Taiwan Semiconductor Manufacturing
▲ 5.83%
2
Close
Jun 03, 2024