tiprankstipranks

New Portfolio May 2024 - New Portfolio

ToddLee

New Portfolio May 2024
Individual Investor
Ranked #436,185 out of 746,803 TipRanks' Investors
Success Rate
50%
6 out of 12
profitable transactions
Average Return
-1.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.54%
6-Month Return-
12-Month Return-
YTD Return▼ 0.63%
Total Return▼ 0.63%

Best Trade

Opened at
Closed at-
Gain▲ 11.78%

Bio

Performance

24.01%0-24.01%
▲ 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%
▼ 1.19%
May 2024
▼ 2.25%
▲ 3.53%
▼ 7.67%
Jun 2024
▲ 24.01%
▲ 3.79%
▲ 8.92%
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%▼ 1.19%
▼ 2.25%▲ 3.53%▼ 7.67%
▲ 24.01%▲ 3.79%▲ 8.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Aptiv
8.95%
▼ 11.07%
1
Open
May 24, 2024
Delta Air Lines
7.67%
▼ 11.23%
1
Open
May 24, 2024
Walt Disney
6.87%
▼ 3.23%
1
Open
May 24, 2024
Amdocs
10.81%
▲ 4.25%
1
Open
May 24, 2024
Intel
0.3%
▲ 11.78%
1
Open
May 24, 2024
IonQ
3.02%
▲ 7.12%
1
Open
May 24, 2024
NextEra Energy
12.52%
▼ 5.54%
1
Open
May 24, 2024
Realty Income
20.45%
▲ 9.11%
1
Open
May 24, 2024
Plug Power
1.46%
▲ 2.77%
1
Open
May 24, 2024
Snowflake
11.21%
▼ 12.78%
1
Open
May 24, 2024
iShares 20+ Year Treasury Bond ETF
11.64%
▲ 3.74%
1
Open
May 24, 2024
Unity Software
5.11%
▼ 9.02%
1
Open
May 24, 2024