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Custodial - New Portfolio

PerformancePortfolio Details

A Maxey

Custodial
Individual Investor
Ranked #6,508 out of 753,381 TipRanks' Investors
Success Rate
69%
72 out of 105
profitable transactions
Average Return
97.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.04%
6-Month Return-
12-Month Return-
YTD Return▲ 4.62%
Total Return▲ 4.62%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at
Gain▲ 9833.82%

Bio

Evolving portfolio one day at a time.

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
―
Jan 2024
▲ 14.08%
▲ 5.22%
―
Feb 2024
▲ 5.05%
▲ 3.27%
―
Mar 2024
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.02%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 7.21%
Jul 2024
▼ 5.09%
▲ 0.98%
▼ 2.40%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%―
▲ 14.08%▲ 5.22%―
▲ 5.05%▲ 3.27%―
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%▼ 0.02%
▲ 25.76%▲ 1.21%▲ 7.21%
▼ 5.09%▲ 0.98%▼ 2.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SY
So-Young International
0.2%
0.00%
1
Buy
Aug 23, 2024
RIOT
Riot Platforms
5.24%
▲ 4.23%
1
Buy
Aug 22, 2024
EQT
EQT
4.95%
▲ 2.19%
1
Buy
Aug 22, 2024
CMG
Chipotle
―
▼ 1.08%
2
Close
Aug 20, 2024
IWY
iShares Russell Top 200 Growth ETF
―
▲ 0.27%
2
Sell
Aug 20, 2024
GM
General Motors
10.27%
▲ 5.10%
1
Buy
Aug 20, 2024
MGK
Vanguard Mega Cap Growth ETF
―
▲ 0.32%
6
Sell
Aug 15, 2024
IBIT
IShares Bitcoin Trust Registered
―
▲ 0.65%
5
Close
Aug 15, 2024
XLK
Technology Select Sector SPDR Fund
10.3%
▲ 7.78%
1
Buy
Aug 13, 2024
ZS
Zscaler
―
▲ 1.26%
4
Sell
Aug 09, 2024
LUMN
Lumen Technologies
―
▲ 67.91%
3
Sell
Aug 09, 2024
SPY
SPDR S&P 500 ETF Trust
20.67%
▲ 8.35%
1
Buy
Aug 09, 2024
MRVL
Marvell
―
▲ 4.97%
7
Sell
Aug 08, 2024
SMCI
Super Micro Computer
―
▲ 0.44%
2
Close
Aug 08, 2024
MU
Micron
―
▼ 0.43%
2
Sell
Aug 08, 2024
RDDT
Reddit Inc Class A
―
▼ 0.82%
2
Sell
Aug 08, 2024
IXC
iShares Global Energy ETF
19.19%
▲ 2.46%
3
Buy
Aug 06, 2024
DVN
Devon Energy
―
▲ 0.55%
4
Close
Aug 05, 2024
MSFT
Microsoft
―
▲ 0.78%
4
Close
Aug 05, 2024
QQQ
Invesco QQQ Trust
―
▼ 2.92%
4
Close
Aug 05, 2024