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Individual Brokerage -5867 - New Portfolio

Individual Brokerage -5867
Individual Investor
Ranked #272,572 out of 770,014 TipRanks' Investors
Success Rate
67%
20 out of 30
profitable transactions
Average Return
3.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.79%
6-Month Return▲ 11.09%
12-Month Return▲ 49.98%
YTD Return▲ 42.46%
Total Return▲ 56.75%

Best Trade

Opened at
Closed at-
Gain▲ 91.92%

Bio

Performance

35.03%0-35.03%
▼ 12.40%
▼ 4.03%
▲ 5.21%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.54%
May 2024
▼ 2.25%
▲ 3.53%
▲ 8.07%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 4.74%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.11%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.98%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.42%
Oct 2024
▲ 35.03%
▲ 5.08%
▲ 4.71%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▲ 5.21%
▲ 11.46%▲ 5.06%▲ 8.54%
▼ 2.25%▲ 3.53%▲ 8.07%
▲ 25.72%▲ 1.21%▼ 4.74%
▼ 4.22%▲ 2.34%▲ 1.11%
▲ 7.82%▲ 2.10%▲ 2.98%
▲ 5.70%▼ 0.89%▲ 0.42%
▲ 35.03%▲ 5.08%▲ 4.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oracle
0.64%
▲ 5.20%
2
Buy
Oct 15, 2024
Schwab US Dividend Equity ETF
1.96%
▼ 13.65%
4
Buy
Oct 15, 2024
Taiwan Semiconductor Manufacturing
▲ 16.61%
3
Close
Oct 10, 2024
Alphabet Class C
▲ 21.17%
2
Close
Oct 10, 2024
Alphabet Class A
1.85%
▲ 8.13%
4
Buy
Oct 09, 2024
Broadcom
3.19%
▲ 5.62%
2
Buy
Oct 09, 2024
Amazon
17.52%
▲ 4.53%
2
Buy
Oct 09, 2024
Nvidia
30.7%
▼ 12.11%
3
Buy
Oct 09, 2024
American Express
1.29%
▲ 22.56%
2
Buy
Aug 19, 2024
Chipotle
0.9%
▲ 0.40%
3
Buy
Jul 03, 2024
SPDR S&P 500 ETF Trust
3.54%
▲ 12.45%
1
Buy
May 21, 2024
Advanced Micro Devices
3.6%
▼ 14.29%
1
Buy
May 21, 2024
Microsoft
7.21%
▼ 2.39%
1
Buy
May 21, 2024
Vanguard S&P 500 ETF
8.38%
▲ 12.44%
1
Buy
May 21, 2024
Apple
19.22%
▲ 21.07%
1
Buy
May 21, 2024