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New Portfolio Jun 2024 - New Portfolio

PerformancePortfolio Details

New Portfolio Jun 2024
Individual Investor
Ranked #420,631 out of 783,334 TipRanks' Investors
Success Rate
43%
20 out of 47
profitable transactions
Average Return
9.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.60%
6-Month Return▲ 31.80%
12-Month Return-
YTD Return▲ 9.60%
Total Return▲ 27.68%

Best Trade

AssetSpectral Ca... (FCCN)
Opened at
Closed at-
Gain▲ 275.51%

Bio

Just trying to make life easy.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.10%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 6.04%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 5.91%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.75%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.96%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.56%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 0.79%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 9.60%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.10%
▲ 8.13%▲ 1.21%▼ 6.04%
▼ 13.14%▲ 2.34%▲ 5.91%
▲ 2.93%▲ 2.10%▲ 6.75%
▲ 9.99%▼ 0.89%▼ 0.96%
▲ 26.04%▲ 5.96%▲ 6.56%
▲ 5.93%▼ 2.41%▲ 0.79%
▲ 3.19%▲ 2.68%▲ 9.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NVDA
Nvidia
0%
▲ 1.28%
6
Open
Aug 04, 2024
SPY
SPDR S&P 500 ETF Trust
0%
▲ 17.07%
1
Open
Aug 04, 2024
GOOGL
Alphabet Class A
―
▼ 6.24%
3
Close
Aug 02, 2024
SNOW
Snowflake
―
▼ 7.44%
4
Close
Aug 02, 2024
SIRI
Sirius XM Holdings
―
▲ 5.99%
3
Close
Aug 02, 2024
FSELX
Fidelity Select Semiconductors Portfolio
―
▼ 13.60%
2
Close
Aug 02, 2024
FSPCX
Fidelity Select Insurance Portfolio
―
▲ 3.44%
2
Close
Aug 02, 2024
AVGO
Broadcom
―
▼ 14.99%
3
Close
Aug 02, 2024
TTD
Trade Desk
―
▼ 16.40%
3
Close
Aug 02, 2024
TSM
TSMC
―
▼ 14.69%
3
Close
Aug 02, 2024
CNA
CNA Financial
―
▼ 3.13%
2
Close
Jul 22, 2024
GLD
SPDR Gold Shares
14.04%
▲ 15.66%
3
Buy
Jul 18, 2024
VERX
Vertex
1.1%
▲ 65.18%
3
Buy
Jul 12, 2024
NVO
Novo Nordisk
―
▼ 0.66%
3
Close
Jul 12, 2024
AMZN
Amazon
0%
▲ 21.54%
1
Open
Jul 11, 2024
BTC-USD
Bitcoin
―
▼ 7.08%
3
Close
Jul 09, 2024
LIF
Life360, Inc.
1.28%
▲ 47.11%
2
Buy
Jul 06, 2024
ETST
Earth Science Tech
0%
▼ 12.00%
1
Open
Jul 06, 2024
RDGL
Vivos
0%
▼ 27.88%
1
Open
Jul 01, 2024
FCCN
Spectral Capital
0%
▲ 275.51%
1
Open
Jun 29, 2024