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****1396 - New Portfolio

Rose Schoenhoff

****1396
Individual Investor
Ranked #216,313 out of 747,498 TipRanks' Investors
Success Rate
67%
14 out of 21
profitable transactions
Average Return
8.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.56%
6-Month Return-
12-Month Return-
YTD Return▲ 3.87%
Total Return▲ 3.87%

Best Trade

Opened at
Closed at-
Gain▲ 53.43%

Bio

Just a mom tryin to make some money for the future.

Performance

25.65%0-25.65%
▲ 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%
▼ 0.73%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.80%
Jun 2024
▲ 25.65%
▲ 0.88%
▼ 0.15%
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%▼ 0.73%
▼ 2.25%▲ 3.53%▲ 4.80%
▲ 25.65%▲ 0.88%▼ 0.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadcom
4.99%
▲ 27.83%
3
Buy
Jul 16, 2024
iShares Core S&P 500 ETF
0.03%
▲ 1.10%
1
Buy
Jun 25, 2024
Nvidia
5.16%
▲ 14.38%
2
Buy
Jun 12, 2024
Uber Technologies
5.26%
▼ 1.12%
2
Buy
Jun 12, 2024
Walt Disney
0.03%
▼ 4.78%
1
Buy
Jun 12, 2024
Salesforce
9.05%
▼ 8.76%
2
Buy
Jun 03, 2024
Alphabet Class C
0.03%
▲ 2.39%
1
Buy
Jun 03, 2024
United Parcel
0.03%
▼ 6.95%
1
Buy
May 27, 2024
International Flavors & Fragrances
0.04%
▲ 21.29%
1
Buy
May 27, 2024
Southern Co
0.04%
▲ 23.35%
1
Buy
May 27, 2024
Vanguard FTSE Pacific ETF
1.36%
▲ 6.01%
1
Buy
May 27, 2024
Vanguard Total Stock Market ETF
1.48%
▲ 14.12%
1
Buy
May 27, 2024
iShares Core Total USD Bond Market ETF
2.54%
▼ 0.45%
1
Buy
May 27, 2024
iShares Treasury Floating Rate Bond ETF
2.57%
▲ 0.27%
1
Buy
May 27, 2024
Vanguard FTSE Emerging Markets ETF
2.85%
▲ 10.47%
1
Buy
May 27, 2024
ON Semiconductor
4.33%
▲ 0.61%
1
Buy
May 27, 2024
Palantir Technologies
10.48%
▲ 53.43%
1
Buy
May 27, 2024