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New Portfolio Jun 2024 - New Portfolio

Daniel ben-oliel

New Portfolio Jun 2024
Individual Investor
Ranked #204,450 out of 769,002 TipRanks' Investors
Success Rate
73%
11 out of 15
profitable transactions
Average Return
21.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.07%
6-Month Return-
12-Month Return-
YTD Return▲ 31.75%
Total Return▲ 31.75%

Best Trade

Opened at
Closed at-
Gain▲ 72.46%

Bio

lets hit the benchmark

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.30%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.27%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.05%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.45%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 3.16%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 8.13%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▲ 2.30%
▲ 25.72%▲ 1.21%▲ 7.27%
▼ 4.22%▲ 2.34%▲ 5.05%
▲ 7.82%▲ 2.10%▲ 2.45%
▲ 5.70%▼ 0.89%▲ 3.16%
▲ 21.94%▲ 3.81%▲ 8.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Salesforce
8.98%
▲ 30.55%
2
Buy
Aug 28, 2024
SS&C Technologies Holdings
8.88%
▲ 9.31%
2
Buy
Aug 28, 2024
Veeva Systems
7.33%
▲ 9.76%
2
Buy
Aug 28, 2024
NMI Holdings
7.54%
▼ 3.73%
2
Buy
Aug 28, 2024
Texas Pacific Land
23.21%
▲ 69.43%
2
Buy
Aug 28, 2024
Intercontinental Exchange
10.41%
▼ 2.84%
1
Open
Aug 28, 2024
Markel
9.05%
▲ 7.50%
1
Open
Aug 28, 2024
Vertiv Holdings
9.51%
▲ 70.87%
1
Open
Aug 28, 2024
Howard Hughes Holdings
5.42%
▲ 6.11%
1
Open
Aug 28, 2024
Alphabet Class C
9.66%
▲ 7.94%
1
Open
Aug 28, 2024