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New Portfolio Jun 2024 - New Portfolio

Craig Kopecky

New Portfolio Jun 2024
Individual Investor
Ranked #424,999 out of 793,704 TipRanks' Investors
Success Rate
31%
17 out of 55
profitable transactions
Average Return
-5.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.25%
6-Month Return▼ 9.91%
12-Month Return-
YTD Return▼ 4.15%
Total Return▼ 21.22%

Best Trade

Opened at
Closed at-
Gain▲ 251.93%

Bio

Mainly Tech, biotech, and a fewPharm (stick with what you know)

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 1.92%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.48%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.69%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 1.99%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 6.25%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 4.34%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.05%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 3.25%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 1.92%
▲ 2.93%▲ 2.10%▲ 5.48%
▲ 10.00%▼ 0.89%▼ 1.69%
▲ 26.01%▲ 5.96%▲ 1.99%
▲ 5.33%▼ 2.41%▼ 6.25%
▲ 5.89%▲ 2.69%▲ 4.34%
▼ 12.86%▼ 1.27%▼ 5.05%
▲ 3.73%▼ 4.27%▼ 3.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Advanced Micro Devices
▼ 22.84%
5
Close
Mar 25, 2025
TG Therapeutics
▲ 30.43%
2
Close
Mar 17, 2025
Regeneron
0%
▼ 11.46%
1
Open
Mar 11, 2025
JD
1.7%
▲ 9.11%
1
Open
Feb 24, 2025
Stoke Therapeutics
0%
▼ 12.35%
1
Open
Feb 22, 2025
GeneDx Holdings
1%
▼ 16.34%
1
Open
Feb 18, 2025
Micron
2.4%
▼ 8.40%
1
Open
Feb 14, 2025
Viking Therapeutics
0.69%
▼ 42.70%
4
Buy
Jan 24, 2025
Synopsys
4.71%
▼ 12.86%
1
Open
Dec 11, 2024
Amazon
4.46%
▲ 0.56%
3
Buy
Nov 28, 2024
Wolfspeed
0.23%
▼ 52.36%
2
Buy
Nov 28, 2024
Novo Nordisk
2.22%
▼ 34.55%
1
Open
Nov 08, 2024
Adobe
4.18%
▼ 19.83%
2
Buy
Oct 26, 2024
Alphabet Class A
3.42%
▼ 1.42%
1
Open
Oct 13, 2024
Eli Lilly & Co
6.5%
▼ 3.77%
5
Buy
Oct 03, 2024
Astera Labs, Inc.
1.82%
▲ 17.32%
1
Open
Sep 27, 2024
Crocs
▼ 5.64%
2
Close
Sep 19, 2024
AeroVironment
▼ 0.93%
3
Close
Sep 16, 2024
Avidity Biosciences
0.52%
▼ 24.41%
2
Buy
Sep 16, 2024
PDD Holdings
1.31%
▲ 7.15%
2
Buy
Sep 16, 2024