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investment v1 - New Portfolio

investment v1
Individual Investor
Ranked #454,172 out of 793,704 TipRanks' Investors
Success Rate
30%
7 out of 23
profitable transactions
Average Return
-9.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.54%
6-Month Return▼ 16.18%
12-Month Return-
YTD Return▼ 9.13%
Total Return▼ 11.21%

Best Trade

Opened at
Closed at
Gain▲ 34.08%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.69%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.83%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.90%
Oct 2024
▲ 26.01%
▲ 5.96%
▼ 1.03%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.25%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 1.22%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.96%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 4.54%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 0.69%
▲ 2.93%▲ 2.10%▲ 4.83%
▲ 10.00%▼ 0.89%▼ 2.90%
▲ 26.01%▲ 5.96%▼ 1.03%
▲ 5.33%▼ 2.41%▼ 3.25%
▲ 5.89%▲ 2.69%▲ 1.22%
▼ 12.86%▼ 1.27%▼ 5.96%
▲ 3.73%▼ 4.27%▼ 4.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Advanced Micro Devices
0%
▼ 22.19%
9
Sell
Feb 21, 2025
Enovix
0%
▼ 21.70%
2
Sell
Dec 16, 2024
Alphabet Class A
0%
▼ 6.20%
2
Sell
Nov 21, 2024
Nvidia
76.91%
▼ 11.43%
5
Buy
Nov 21, 2024
Amazon
0%
▲ 18.31%
3
Sell
Nov 21, 2024
Apple
0%
▲ 6.87%
4
Sell
Nov 21, 2024
First Solar
0%
▼ 36.21%
2
Sell
Nov 21, 2024
TPI Composites
▼ 62.49%
2
Close
Nov 19, 2024
Micron
7.97%
▼ 10.12%
2
Buy
Nov 19, 2024
Li Auto
▲ 34.08%
3
Close
Oct 10, 2024
Microsoft
▲ 0.12%
3
Close
Oct 10, 2024
Stellantis
▼ 38.74%
3
Close
Oct 10, 2024
Farfetch
0.00%
2
Close
Sep 12, 2024
Meta Platforms
15.12%
▲ 26.79%
1
Open
Jun 04, 2024