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Individual Brokerage -5867 - New Portfolio

Individual Brokerage -5867
Individual Investor
Ranked #567,079 out of 793,836 TipRanks' Investors
Success Rate
57%
17 out of 30
profitable transactions
Average Return
-6.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.44%
6-Month Return▼ 6.24%
12-Month Return▲ 14.78%
YTD Return▼ 12.64%
Total Return▲ 39.76%

Best Trade

Opened at
Closed at-
Gain▲ 96.93%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.11%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.98%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.23%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.00%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 1.98%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 0.65%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.21%
Feb 2025
▼ 1.65%
▼ 6.20%
▼ 8.44%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.11%
▲ 2.93%▲ 2.10%▲ 2.98%
▲ 10.00%▼ 0.89%▲ 0.23%
▲ 26.01%▲ 5.96%▲ 5.00%
▲ 5.33%▼ 2.41%▲ 1.98%
▲ 5.89%▲ 2.69%▲ 0.65%
▼ 12.86%▼ 1.27%▼ 5.21%
▼ 1.65%▼ 6.20%▼ 8.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oracle
0.54%
▼ 21.17%
2
Buy
Oct 15, 2024
Schwab US Dividend Equity ETF
2.09%
▼ 19.30%
4
Buy
Oct 15, 2024
TSMC
▲ 16.61%
3
Close
Oct 10, 2024
Alphabet Class C
▲ 21.17%
2
Close
Oct 10, 2024
Alphabet Class A
1.92%
▼ 0.46%
4
Buy
Oct 09, 2024
Broadcom
3.73%
▲ 8.37%
2
Buy
Oct 09, 2024
Amazon
18.49%
▼ 0.01%
2
Buy
Oct 09, 2024
Nvidia
27.98%
▼ 29.14%
3
Buy
Oct 09, 2024
American Express
1.27%
▲ 6.60%
2
Buy
Aug 19, 2024
Chipotle
0.81%
▼ 19.18%
3
Buy
Jul 03, 2024
SPDR S&P 500 ETF Trust
3.73%
▲ 4.57%
1
Buy
May 21, 2024
Advanced Micro Devices
3.07%
▼ 37.31%
1
Buy
May 21, 2024
Microsoft
7.27%
▼ 11.71%
1
Buy
May 21, 2024
Vanguard S&P 500 ETF
8.82%
▲ 4.57%
1
Buy
May 21, 2024
Apple
20.27%
▲ 13.28%
1
Buy
May 21, 2024