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Individual Brokerage -7711 - New Portfolio

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Individual Brokerage -7711
Individual Investor
Ranked #258,929 out of 769,002 TipRanks' Investors
Success Rate
59%
41 out of 70
profitable transactions
Average Return
5.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.95%
6-Month Return▲ 28.95%
12-Month Return-
YTD Return▲ 20.70%
Total Return▲ 19.40%

Best Trade

Opened at
Closed at-
Gain▲ 87.36%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 9.41%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.71%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.36%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.52%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 11.91%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.93%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.16%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 5.13%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 9.41%
▲ 11.46%▲ 5.06%▲ 2.71%
▼ 2.25%▲ 3.53%▲ 5.36%
▲ 25.72%▲ 1.21%▼ 1.52%
▼ 4.22%▲ 2.34%▲ 11.91%
▲ 7.82%▲ 2.10%▲ 1.93%
▲ 5.70%▼ 0.89%▲ 1.16%
▲ 23.63%▲ 3.84%▲ 5.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadcom
▲ 4.07%
4
Sell
Nov 19, 2024
First Horizon
▲ 16.41%
2
Close
Nov 19, 2024
Rapid7
6.58%
▼ 2.12%
1
Buy
Nov 13, 2024
Vertex
5.92%
▲ 2.77%
1
Buy
Nov 13, 2024
Hain Celestial
▼ 13.16%
2
Close
Nov 09, 2024
Akamai
▼ 2.79%
2
Sell
Nov 06, 2024
Driven Brands Holdings
5.35%
▼ 0.06%
1
Buy
Nov 06, 2024
AG Mortgage
▲ 1.01%
5
Close
Nov 03, 2024
REX AI Equity Premium Income ETF
11.6%
▼ 24.75%
4
Buy
Oct 28, 2024
REX FANG & Innovation Equity Premium Income ETF
24.38%
▲ 5.80%
14
Buy
Oct 25, 2024
Gen Digital
6.61%
▲ 8.76%
1
Buy
Oct 23, 2024
Amphenol
▼ 1.64%
5
Close
Oct 22, 2024
NXP Semiconductors
▼ 8.49%
4
Sell
Oct 22, 2024
Merus
4.91%
▼ 18.59%
1
Buy
Oct 22, 2024
Vanguard Total Stock Market ETF
▲ 0.73%
2
Sell
Oct 10, 2024
Okta
▼ 25.41%
3
Close
Oct 01, 2024
Upstart Holdings
11.08%
▲ 73.87%
4
Close
Oct 01, 2024
Zscaler
4.59%
▼ 4.00%
2
Close
Oct 01, 2024
Shopify
10.5%
▲ 8.28%
7
Close
Oct 01, 2024
Arista Networks
▲ 61.81%
4
Close
Oct 01, 2024