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New Portfolio - New Portfolio

Dac

New Portfolio
Individual Investor
Ranked #290,142 out of 783,334 TipRanks' Investors
Success Rate
57%
17 out of 30
profitable transactions
Average Return
15.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.85%
6-Month Return▲ 23.16%
12-Month Return-
YTD Return▲ 4.73%
Total Return▲ 22.15%

Best Trade

Opened at
Closed at-
Gain▲ 487.98%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 5.37%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.73%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.36%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.07%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 3.08%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 19.58%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 10.36%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 4.73%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 5.37%
▲ 8.13%▲ 1.21%▲ 5.73%
▼ 13.14%▲ 2.34%▲ 2.36%
▲ 2.93%▲ 2.10%▲ 3.07%
▲ 9.99%▼ 0.89%▲ 3.08%
▲ 26.04%▲ 5.96%▲ 19.58%
▲ 5.93%▼ 2.41%▼ 10.36%
▲ 2.91%▲ 3.15%▲ 4.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Monolithic Power
4.97%
▲ 1.59%
2
Buy
Jan 28, 2025
Taylor Wimpey
5.98%
▲ 0.08%
1
Open
Jan 22, 2025
Wise PLC Class A
▲ 27.86%
3
Close
Dec 05, 2024
Novo Nordisk
6.21%
▼ 25.79%
3
Buy
Dec 03, 2024
Boeing
▲ 5.26%
4
Close
Dec 02, 2024
Boeing
6.1%
▲ 7.06%
3
Open
Dec 02, 2024
Applied Therapeutics
1.56%
▼ 67.81%
1
Open
Dec 02, 2024
Trainline
▲ 22.30%
2
Close
Nov 27, 2024
Leonardo Drs
▲ 23.79%
2
Close
Nov 27, 2024
Glencore
6.5%
▼ 11.36%
1
Open
Nov 25, 2024
Rocket Lab USA
11.19%
▲ 487.98%
2
Sell
Nov 18, 2024
NuScale Power
4.79%
▼ 13.01%
3
Open
Nov 18, 2024
PDD Holdings
7.24%
▼ 4.49%
1
Open
Nov 18, 2024
Uranium Energy
4.76%
▼ 3.23%
1
Open
Nov 15, 2024
Materion
▼ 0.53%
2
Close
Nov 14, 2024
Microsoft
▲ 2.23%
2
Close
Nov 14, 2024
Alibaba
▼ 5.07%
2
Close
Nov 14, 2024
NexGen Energy
▲ 1.79%
2
Close
Nov 14, 2024
Rolls-Royce Holdings
25.98%
▲ 24.17%
2
Buy
Jun 21, 2024
Broadcom
0.00%
2
Close
Jun 19, 2024