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New Portfolio - New Portfolio

Dac

New Portfolio
Individual Investor
Ranked #326,894 out of 775,923 TipRanks' Investors
Success Rate
52%
14 out of 27
profitable transactions
Average Return
14.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.81%
6-Month Return▲ 21.55%
12-Month Return-
YTD Return▲ 17.60%
Total Return▲ 17.60%

Best Trade

Opened at
Closed at-
Gain▲ 406.52%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.37%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 5.73%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.36%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.07%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 3.08%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 19.58%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 9.62%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▼ 5.37%
▲ 25.71%▲ 1.21%▲ 5.73%
▼ 4.22%▲ 2.34%▲ 2.36%
▲ 7.82%▲ 2.10%▲ 3.07%
▲ 5.38%▼ 0.89%▲ 3.08%
▲ 43.22%▲ 5.96%▲ 19.58%
▲ 3.34%▼ 1.56%▼ 9.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Wise PLC Class A
▲ 27.86%
3
Close
Dec 05, 2024
Novo Nordisk
6.33%
▼ 24.93%
3
Buy
Dec 03, 2024
Boeing
▲ 5.26%
4
Close
Dec 02, 2024
Boeing
6.25%
▲ 8.25%
3
Open
Dec 02, 2024
Applied Therapeutics
2.35%
▼ 47.93%
1
Open
Dec 02, 2024
Trainline
▲ 22.30%
2
Close
Nov 27, 2024
Leonardo Drs
▲ 23.79%
2
Close
Nov 27, 2024
Glencore
6.76%
▼ 9.47%
1
Open
Nov 25, 2024
Rocket Lab USA
10.14%
▲ 406.52%
2
Sell
Nov 18, 2024
NuScale Power
4.21%
▼ 17.10%
3
Open
Nov 18, 2024
PDD Holdings
6.38%
▼ 15.17%
1
Open
Nov 18, 2024
Uranium Energy
4.75%
▼ 4.58%
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
26.13%
▲ 22.30%
2
Buy
Jun 21, 2024
Broadcom
0.00%
2
Close
Jun 19, 2024
Eurasia Mining
▼ 8.20%
2
Close
Jun 18, 2024
Greggs plc
▲ 2.06%
2
Close
Jun 18, 2024