New Portfolio Jun 2024 - New Portfolio

Lorena Novasio

New Portfolio Jun 2024
Individual Investor
Ranked #378,856 out of 748,869 TipRanks' Investors
Success Rate
15%
2 out of 13
profitable transactions
Average Return
-5.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.69%
6-Month Return-
12-Month Return-
YTD Return▼ 6.63%
Total Return▼ 6.63%

Best Trade

Opened at
Closed at
Gain▲ 1.82%

Bio

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 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%
▲ 0.16%
Jun 2024
▲ 24.77%
▼ 1.07%
▼ 6.78%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▲ 0.16%
▲ 24.77%▼ 1.07%▼ 6.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard S&P 500 ETF
9.37%
▼ 0.47%
3
Open
Jul 12, 2024
e.l.f. Beauty
1.71%
▼ 6.53%
3
Open
Jul 12, 2024
Costco
15.31%
▼ 2.86%
1
Open
Jul 12, 2024
VanEck Semiconductor ETF
11.25%
▼ 9.28%
2
Sell
Jul 09, 2024
Invesco NASDAQ 100 ETF
12.49%
▼ 3.38%
2
Sell
Jul 09, 2024
SPDR Portfolio S&P 500 Growth ETF
14.57%
▼ 2.66%
2
Sell
Jul 09, 2024
Eli Lilly & Co
22.6%
▼ 11.34%
2
Buy
Jul 09, 2024
Novo Nordisk
4.75%
▼ 10.73%
2
Sell
Jul 09, 2024
Vanguard FTSE Emerging Markets ETF
▼ 0.30%
2
Close
Jun 25, 2024
Microsoft
7.96%
▼ 5.45%
1
Open
Jun 21, 2024