tiprankstipranks

New Portfolio Jun 2024 - New Portfolio

Lorena Novasio

New Portfolio Jun 2024
Individual Investor
Ranked #513,879 out of 775,923 TipRanks' Investors
Success Rate
50%
9 out of 18
profitable transactions
Average Return
-5.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.51%
6-Month Return-
12-Month Return-
YTD Return▼ 8.21%
Total Return▼ 8.21%

Best Trade

Opened at
Closed at-
Gain▲ 13.50%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.24%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 6.30%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.49%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 4.92%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 3.21%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.95%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.16%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▲ 0.24%
▲ 25.71%▲ 1.21%▼ 6.30%
▼ 4.22%▲ 2.34%▲ 4.49%
▲ 7.82%▲ 2.10%▼ 4.92%
▲ 5.38%▼ 0.89%▼ 3.21%
▲ 43.22%▲ 5.96%▲ 4.95%
▲ 3.34%▼ 1.56%▼ 3.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco NASDAQ 100 ETF
16.42%
▲ 4.70%
3
Buy
Nov 09, 2024
Novo Nordisk
2.72%
▼ 31.02%
3
Buy
Nov 09, 2024
GooseHead Insurance
2.04%
▼ 10.55%
1
Open
Nov 09, 2024
Vanguard S&P 500 ETF
13.97%
▲ 2.92%
4
Buy
Nov 06, 2024
Costco
24.46%
▲ 9.80%
2
Buy
Nov 06, 2024
e.l.f. Beauty
0.82%
▼ 19.37%
3
Open
Jul 12, 2024
VanEck Semiconductor ETF
7.78%
▼ 8.37%
2
Sell
Jul 09, 2024
SPDR Portfolio S&P 500 Growth ETF
11.43%
▲ 11.66%
2
Sell
Jul 09, 2024
Eli Lilly & Co
14.76%
▼ 15.14%
2
Buy
Jul 09, 2024
Vanguard FTSE Emerging Markets ETF
▼ 0.30%
2
Close
Jun 25, 2024
Microsoft
5.6%
▼ 2.56%
1
Open
Jun 21, 2024