New Portfolio May 2024 - New Portfolio

New Portfolio May 2024
Individual Investor
Ranked #340,227 out of 794,370 TipRanks' Investors
Success Rate
54%
14 out of 26
profitable transactions
Average Return
2.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.15%
6-Month Return▼ 0.31%
12-Month Return-
YTD Return▼ 15.90%
Total Return▼ 13.10%

Best Trade

Opened at
Closed at-
Gain▲ 316.23%

Bio

good

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 1.02%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 6.32%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 19.17%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 9.80%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 0.13%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 11.33%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.90%
Mar 2025
▲ 0.58%
▲ 0.28%
▲ 2.85%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 1.02%
▲ 10.00%▼ 0.89%▲ 6.32%
▲ 26.01%▲ 5.96%▲ 19.17%
▲ 5.33%▼ 2.41%▼ 9.80%
▲ 5.87%▲ 2.69%▲ 0.13%
▼ 12.86%▼ 1.27%▼ 11.33%
▼ 1.80%▼ 5.57%▼ 7.90%
▲ 0.58%▲ 0.28%▲ 2.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ethereum
▼ 29.81%
3
Close
Feb 12, 2025
ACM Research
▲ 2.17%
2
Close
Feb 11, 2025
Palantir Technologies
0.11%
▲ 146.94%
2
Buy
Feb 11, 2025
Semtech
0.05%
▼ 6.55%
2
Buy
Feb 11, 2025
Luminar Technologies
▼ 76.88%
3
Close
Feb 11, 2025
Cloudastructure, Inc. Class A
0%
▼ 60.78%
1
Open
Feb 11, 2025
Pliant Therapeutics
0.01%
▼ 45.87%
1
Open
Feb 11, 2025
SPDR S&P 500 ETF Trust CDI
0%
▼ 7.23%
1
Open
Feb 11, 2025
Berkshire Hathaway A
99.85%
▲ 13.70%
1
Open
Feb 11, 2025
Berkshire Hathaway B
0%
▲ 13.78%
1
Open
Feb 11, 2025
Bank Of Montreal
0%
▲ 5.91%
1
Open
May 27, 2024
Enterprise Products Partners
0%
▲ 27.13%
1
Open
May 27, 2024
Nu Holdings
0%
▼ 9.72%
1
Open
May 27, 2024
Realty Income
0%
▲ 15.21%
1
Open
May 27, 2024
Schwab US Dividend Equity ETF
0%
▲ 11.17%
1
Open
May 27, 2024
Direxion Daily Technology Bull 3x Shares
0%
▼ 27.98%
1
Open
May 27, 2024
United Fire Group
0%
▲ 34.31%
1
Open
May 27, 2024
Vanguard S&P 500 ETF
0%
▲ 8.04%
1
Open
May 27, 2024
Schwab U.S. Large-Cap Growth ETF
0%
▲ 6.63%
1
Open
May 27, 2024
Vanguard Total Stock Market ETF
0%
▲ 7.57%
1
Open
May 27, 2024