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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #435,838 out of 788,370 TipRanks' Investors
Success Rate
45%
17 out of 38
profitable transactions
Average Return
0.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.24%
6-Month Return▲ 3.22%
12-Month Return-
YTD Return▲ 1.00%
Total Return▲ 33.26%

Best Trade

Opened at
Closed at
Gain▲ 31.43%

Bio

You WIN Upside

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 3.17%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 24.31%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 4.63%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 4.15%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 2.39%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 1.31%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.84%
Jan 2025
▼ 10.49%
▼ 0.31%
▼ 3.66%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.17%
▼ 13.14%▲ 2.34%▲ 24.31%
▲ 2.93%▲ 2.10%▼ 4.63%
▲ 9.99%▼ 0.89%▲ 4.15%
▲ 26.03%▲ 5.96%▲ 2.39%
▲ 5.94%▼ 2.41%▼ 1.31%
▲ 5.25%▲ 2.69%▲ 4.84%
▼ 10.49%▼ 0.31%▼ 3.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
12.5%
▲ 3.46%
3
Open
Nov 14, 2024
Alibaba
▼ 15.98%
2
Close
Nov 14, 2024
CAVA Group, Inc.
12.5%
▼ 21.98%
1
Open
Nov 14, 2024
Bright Minds Biosciences
12.5%
▼ 6.50%
1
Open
Oct 15, 2024
Nvidia
12.5%
▼ 2.70%
6
Open
Oct 14, 2024
Alphabet Class A
12.5%
▲ 3.67%
5
Open
Oct 14, 2024
Apple
12.5%
▲ 4.98%
6
Open
Oct 14, 2024
Microsoft
12.5%
▼ 0.35%
5
Open
Oct 14, 2024
Meta Platforms
12.5%
▼ 2.12%
5
Open
Oct 14, 2024
Aveanna Healthcare Holdings
▲ 28.96%
3
Close
Oct 14, 2024
State Street
▲ 9.19%
2
Close
Oct 14, 2024
WD-40 Company
▲ 5.47%
2
Close
Jul 21, 2024
Daktronics
▲ 0.14%
2
Close
Jul 21, 2024
Arista Networks
▼ 6.97%
2
Close
Jul 17, 2024
Amazon
▼ 2.40%
4
Close
Jul 15, 2024
PDD Holdings
▼ 3.11%
2
Close
Jul 15, 2024
Micron
▲ 2.55%
2
Close
Jul 12, 2024
TSMC
▲ 1.54%
2
Close
Jul 12, 2024
Adobe
▼ 0.51%
2
Close
Jul 08, 2024
Broadcom
▲ 2.50%
2
Close
Jul 08, 2024