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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #429,079 out of 769,632 TipRanks' Investors
Success Rate
42%
16 out of 38
profitable transactions
Average Return
0.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.28%
6-Month Return-
12-Month Return-
YTD Return▲ 29.49%
Total Return▲ 29.49%

Best Trade

Opened at
Closed at
Gain▲ 31.43%

Bio

You WIN Upside

Performance

37.30%0-37.30%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.50%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.17%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 24.31%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 4.63%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 4.14%
Oct 2024
▲ 37.30%
▲ 4.73%
▼ 0.82%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▲ 2.50%
▲ 25.72%▲ 1.21%▲ 3.17%
▼ 4.22%▲ 2.34%▲ 24.31%
▲ 7.82%▲ 2.10%▼ 4.63%
▲ 5.70%▼ 0.89%▲ 4.14%
▲ 37.30%▲ 4.73%▼ 0.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
12.5%
▲ 5.83%
3
Open
Nov 14, 2024
Alibaba
▼ 15.98%
2
Close
Nov 14, 2024
CAVA Group, Inc.
12.5%
▲ 4.81%
1
Open
Nov 14, 2024
Bright Minds Biosciences
12.5%
▼ 8.21%
1
Open
Oct 15, 2024
Nvidia
12.5%
▼ 1.34%
6
Open
Oct 14, 2024
Alphabet Class A
12.5%
▲ 0.62%
5
Open
Oct 14, 2024
Apple
12.5%
▲ 3.25%
6
Open
Oct 14, 2024
Microsoft
12.5%
▲ 0.60%
5
Open
Oct 14, 2024
Meta Platforms
12.5%
▼ 9.18%
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
Taiwan Semiconductor Manufacturing
▲ 1.54%
2
Close
Jul 12, 2024
Adobe
▼ 0.51%
2
Close
Jul 08, 2024
Broadcom
▲ 2.50%
2
Close
Jul 08, 2024