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New Portfolio Jun 2024 - New Portfolio

Daniel ben-oliel

New Portfolio Jun 2024
Individual Investor
Ranked #227,640 out of 793,971 TipRanks' Investors
Success Rate
67%
10 out of 15
profitable transactions
Average Return
14.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.52%
6-Month Return▲ 6.43%
12-Month Return-
YTD Return▼ 0.06%
Total Return▲ 26.70%

Best Trade

Opened at
Closed at-
Gain▲ 57.85%

Bio

lets hit the benchmark

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 5.05%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.45%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.49%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 13.12%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 8.31%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 7.47%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.57%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.52%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 5.05%
▲ 2.93%▲ 2.10%▲ 2.45%
▲ 10.00%▼ 0.89%▲ 3.49%
▲ 26.01%▲ 5.96%▲ 13.12%
▲ 5.33%▼ 2.41%▼ 8.31%
▲ 5.87%▲ 2.69%▲ 7.47%
▼ 12.86%▼ 1.27%▼ 1.57%
▼ 1.80%▼ 5.57%▼ 5.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Salesforce
7.61%
▲ 7.69%
2
Buy
Aug 28, 2024
SS&C Technologies Holdings
10.66%
▲ 25.09%
2
Buy
Aug 28, 2024
Veeva Systems
8.54%
▲ 20.70%
2
Buy
Aug 28, 2024
NMI Holdings
7.67%
▼ 8.48%
2
Buy
Aug 28, 2024
Texas Pacific Land
22.55%
▲ 55.08%
2
Buy
Aug 28, 2024
Intercontinental Exchange
12.23%
▲ 8.21%
1
Open
Aug 28, 2024
Markel
10.61%
▲ 18.64%
1
Open
Aug 28, 2024
Vertiv Holdings
5.12%
▼ 10.24%
1
Open
Aug 28, 2024
Howard Hughes Holdings
5.25%
▼ 1.42%
1
Open
Aug 28, 2024
Alphabet Class C
9.75%
▼ 4.69%
1
Open
Aug 28, 2024