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New Portfolio May 2024 - New Portfolio

Heather Earls

New Portfolio May 2024
Individual Investor
Ranked #150,029 out of 747,498 TipRanks' Investors
Success Rate
80%
16 out of 20
profitable transactions
Average Return
6.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.59%
6-Month Return-
12-Month Return-
YTD Return▲ 9.75%
Total Return▲ 9.75%

Best Trade

Opened at
Closed at-
Gain▲ 25.85%

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%
▲ 1.99%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.78%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 4.69%
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%▲ 1.99%
▼ 2.25%▲ 3.53%▲ 2.78%
▲ 25.65%▲ 0.88%▲ 4.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bank of America
▲ 2.18%
2
Close
May 22, 2024
Apple
▲ 9.06%
2
Close
May 18, 2024
American Express
▲ 0.25%
2
Close
May 18, 2024
Microsoft
▲ 0.78%
3
Close
May 18, 2024
Invesco QQQ Trust
0.79%
▲ 4.87%
2
Buy
May 18, 2024
SPDR S&P 500 ETF Trust
▲ 0.05%
2
Close
May 18, 2024
US Bancorp
▲ 3.84%
2
Close
May 18, 2024
Nvidia
97.91%
▲ 24.81%
2
Buy
May 16, 2024
Marathon Digital Holdings
0.29%
▲ 25.85%
1
Open
May 16, 2024
IShares Bitcoin Trust Registered
0.39%
▲ 3.36%
1
Open
May 16, 2024
Chevron
0%
▼ 1.41%
1
Open
May 15, 2024
Kraft Heinz
0%
▼ 6.54%
1
Open
May 15, 2024
Coca-Cola
0%
▲ 4.23%
1
Open
May 15, 2024
Moody's
0%
▲ 8.09%
1
Open
May 15, 2024
Occidental Petroleum
0%
▼ 0.02%
1
Open
May 15, 2024