New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #291,280 out of 765,504 TipRanks' Investors
Success Rate
75%
6 out of 8
profitable transactions
Average Return
8.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.61%
6-Month Return-
12-Month Return-
YTD Return▲ 9.57%
Total Return▲ 9.57%

Best Trade

Opened at
Closed at-
Gain▲ 31.30%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.06%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 0.66%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.11%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.65%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.77%
Oct 2024
▲ 12.58%
▲ 1.42%
▲ 4.14%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▼ 0.06%
▲ 25.72%▲ 1.21%▼ 0.66%
▼ 4.21%▲ 2.34%▲ 2.11%
▲ 7.82%▲ 2.10%▲ 5.65%
▲ 6.02%▼ 0.89%▼ 1.77%
▲ 12.58%▲ 1.42%▲ 4.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Adobe
12.5%
▼ 12.26%
1
Open
Jul 06, 2024
Factset Research
12.5%
▲ 13.20%
1
Open
Jun 21, 2024
Alphabet Class A
12.5%
▼ 1.61%
1
Open
Jun 21, 2024
Amazon
12.5%
▲ 9.53%
1
Open
Jun 21, 2024
Meta Platforms
12.5%
▲ 15.73%
1
Open
Jun 21, 2024
Invesco QQQ Trust
12.5%
▲ 5.61%
1
Open
Jun 21, 2024
SPDR S&P 500 ETF Trust
12.5%
▲ 8.88%
1
Open
Jun 21, 2024
Alibaba
12.5%
▲ 31.30%
1
Open
Jun 21, 2024