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New Portfolio Jun 2024 - New Portfolio

Lorena Novasio

New Portfolio Jun 2024
Individual Investor
Ranked #525,022 out of 783,845 TipRanks' Investors
Success Rate
50%
9 out of 18
profitable transactions
Average Return
-5.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.78%
6-Month Return▲ 0.71%
12-Month Return-
YTD Return▲ 0.72%
Total Return▼ 8.57%

Best Trade

Opened at
Closed at-
Gain▲ 16.57%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.24%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 6.30%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 4.49%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 4.92%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 3.21%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.95%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.24%
Dec 2024
▲ 4.46%
▲ 2.69%
▲ 0.72%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.24%
▲ 8.13%▲ 1.21%▼ 6.30%
▼ 13.14%▲ 2.34%▲ 4.49%
▲ 2.93%▲ 2.10%▼ 4.92%
▲ 9.99%▼ 0.89%▼ 3.21%
▲ 26.04%▲ 5.96%▲ 4.95%
▲ 5.93%▼ 2.41%▼ 4.24%
▲ 4.46%▲ 2.69%▲ 0.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco NASDAQ 100 ETF
16.29%
▲ 5.57%
3
Buy
Nov 09, 2024
Novo Nordisk
2.67%
▼ 31.47%
3
Buy
Nov 09, 2024
GooseHead Insurance
2.03%
▼ 9.73%
1
Open
Nov 09, 2024
Vanguard S&P 500 ETF
13.97%
▲ 4.19%
4
Buy
Nov 06, 2024
Costco
24.74%
▲ 12.77%
2
Buy
Nov 06, 2024
e.l.f. Beauty
0.63%
▼ 26.19%
3
Open
Jul 12, 2024
VanEck Semiconductor ETF
7.69%
▼ 7.62%
2
Sell
Jul 09, 2024
SPDR Portfolio S&P 500 Growth ETF
11.39%
▲ 13.21%
2
Sell
Jul 09, 2024
Eli Lilly & Co
15.36%
▼ 10.36%
2
Buy
Jul 09, 2024
Vanguard FTSE Emerging Markets ETF
▼ 0.30%
2
Close
Jun 25, 2024
Microsoft
5.24%
▼ 7.37%
1
Open
Jun 21, 2024