tiprankstipranks

New Portfolio May 2024 - New Portfolio

ToddLee

New Portfolio May 2024
Individual Investor
Ranked #277,108 out of 769,002 TipRanks' Investors
Success Rate
67%
8 out of 12
profitable transactions
Average Return
16.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.74%
6-Month Return-
12-Month Return-
YTD Return▲ 8.42%
Total Return▲ 8.42%

Best Trade

Opened at
Closed at-
Gain▲ 242.35%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 1.19%
May 2024
▼ 2.25%
▲ 3.53%
▼ 7.67%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.46%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 4.65%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 10.30%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.05%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 10.37%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▼ 1.19%
▼ 2.25%▲ 3.53%▼ 7.67%
▲ 25.72%▲ 1.21%▲ 3.46%
▼ 4.22%▲ 2.34%▼ 4.65%
▲ 7.82%▲ 2.10%▲ 10.30%
▲ 5.70%▼ 0.89%▼ 1.05%
▲ 23.63%▲ 3.84%▲ 10.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Aptiv
5.75%
▼ 36.29%
1
Open
May 24, 2024
Delta Air Lines
9.26%
▲ 23.56%
1
Open
May 24, 2024
Walt Disney
7.06%
▲ 12.28%
1
Open
May 24, 2024
Amdocs
9.57%
▲ 6.00%
1
Open
May 24, 2024
Intel
0.19%
▼ 21.35%
1
Open
May 24, 2024
IonQ
10.09%
▲ 242.35%
1
Open
May 24, 2024
NextEra Energy
11.9%
▲ 1.66%
1
Open
May 24, 2024
Realty Income
17.75%
▲ 12.04%
1
Open
May 24, 2024
Plug Power
0.79%
▼ 40.92%
1
Open
May 24, 2024
Snowflake
12.39%
▼ 17.32%
1
Open
May 24, 2024
iShares 20+ Year Treasury Bond ETF
9.73%
▲ 0.91%
1
Open
May 24, 2024
Unity Software
5.53%
▲ 11.49%
1
Open
May 24, 2024