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New Portfolio Jun 2024 - New Portfolio

Lorena Novasio

New Portfolio Jun 2024
Individual Investor
Ranked #474,059 out of 769,002 TipRanks' Investors
Success Rate
44%
8 out of 18
profitable transactions
Average Return
-4.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.48%
6-Month Return-
12-Month Return-
YTD Return▼ 8.11%
Total Return▼ 8.11%

Best Trade

Opened at
Closed at-
Gain▲ 10.41%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.24%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 6.30%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.49%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 4.92%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 3.21%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 1.75%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▲ 0.24%
▲ 25.72%▲ 1.21%▼ 6.30%
▼ 4.22%▲ 2.34%▲ 4.49%
▲ 7.82%▲ 2.10%▼ 4.92%
▲ 5.70%▼ 0.89%▼ 3.21%
▲ 23.63%▲ 3.84%▲ 1.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco NASDAQ 100 ETF
16.06%
▲ 1.55%
3
Buy
Nov 09, 2024
Novo Nordisk
3.3%
▼ 14.58%
3
Buy
Nov 09, 2024
GooseHead Insurance
2.36%
▲ 1.44%
1
Open
Nov 09, 2024
Vanguard S&P 500 ETF
14.05%
▲ 2.65%
4
Buy
Nov 06, 2024
Costco
24.61%
▲ 6.81%
2
Buy
Nov 06, 2024
e.l.f. Beauty
0.79%
▼ 21.66%
3
Open
Jul 12, 2024
VanEck Semiconductor ETF
7.92%
▼ 8.44%
2
Sell
Jul 09, 2024
SPDR Portfolio S&P 500 Growth ETF
11.11%
▲ 8.03%
2
Sell
Jul 09, 2024
Eli Lilly & Co
14.48%
▼ 16.73%
2
Buy
Jul 09, 2024
Vanguard FTSE Emerging Markets ETF
▼ 0.30%
2
Close
Jun 25, 2024
Microsoft
5.32%
▼ 7.46%
1
Open
Jun 21, 2024