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New Portfolio May 2024 - New Portfolio

ToddLee

New Portfolio May 2024
Individual Investor
Ranked #257,698 out of 775,913 TipRanks' Investors
Success Rate
58%
7 out of 12
profitable transactions
Average Return
33.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.41%
6-Month Return▲ 27.76%
12-Month Return-
YTD Return▲ 17.47%
Total Return▲ 17.47%

Best Trade

Opened at
Closed at-
Gain▲ 426.93%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▼ 1.19%
May 2024
▼ 2.25%
▲ 3.53%
▼ 7.67%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.34%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 4.65%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 10.30%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.05%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 20.69%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 0.80%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▼ 1.19%
▼ 2.25%▲ 3.53%▼ 7.67%
▲ 25.71%▲ 1.21%▲ 3.34%
▼ 4.22%▲ 2.34%▼ 4.65%
▲ 7.82%▲ 2.10%▲ 10.30%
▲ 5.38%▼ 0.89%▼ 1.05%
▲ 43.22%▲ 5.96%▲ 20.69%
▲ 3.34%▼ 1.56%▼ 0.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Aptiv
6.26%
▼ 28.70%
1
Open
May 24, 2024
Delta Air Lines
8.8%
▲ 18.29%
1
Open
May 24, 2024
Walt Disney
6.81%
▲ 11.09%
1
Open
May 24, 2024
Amdocs
9.65%
▲ 10.16%
1
Open
May 24, 2024
Intel
0.15%
▼ 36.05%
1
Open
May 24, 2024
IonQ
13.5%
▲ 426.93%
1
Open
May 24, 2024
NextEra Energy
10.89%
▼ 4.60%
1
Open
May 24, 2024
Realty Income
16.13%
▲ 4.46%
1
Open
May 24, 2024
Plug Power
1.05%
▼ 21.23%
1
Open
May 24, 2024
Snowflake
11.88%
▲ 6.49%
1
Open
May 24, 2024
iShares 20+ Year Treasury Bond ETF
9.4%
▼ 0.71%
1
Open
May 24, 2024
Unity Software
5.47%
▲ 16.03%
1
Open
May 24, 2024