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My Portfolio - New Portfolio

Grant

My Portfolio
Individual Investor
Ranked #100,156 out of 769,291 TipRanks' Investors
Success Rate
70%
78 out of 112
profitable transactions
Average Return
5.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.45%
6-Month Return-
12-Month Return-
YTD Return▲ 23.32%
Total Return▲ 23.32%

Best Trade

Opened at
Closed at-
Gain▲ 35.02%

Bio

A mix of profitable growth & value stocks

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 9.68%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.58%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 9.09%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.21%
Oct 2024
▲ 37.60%
▲ 4.40%
▼ 0.28%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%▲ 9.68%
▼ 4.22%▲ 2.34%▲ 3.58%
▲ 7.82%▲ 2.10%▲ 9.09%
▲ 5.70%▼ 0.89%▼ 0.21%
▲ 37.60%▲ 4.40%▼ 0.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
17.01%
▲ 2.52%
5
Open
Sep 09, 2024
DLocal
▲ 5.68%
7
Close
Sep 09, 2024
Patria Investments
25.83%
▲ 6.38%
10
Buy
Sep 09, 2024
Teekay Tankers
▼ 10.99%
2
Close
Sep 09, 2024
Qualys
▼ 2.00%
15
Close
Sep 04, 2024
Grupo Aeroportuario del Pacifico
▲ 12.27%
7
Close
Sep 04, 2024
NetEase
▼ 0.91%
6
Close
Sep 03, 2024
Black Stone Minerals
▲ 1.24%
10
Close
Aug 31, 2024
MSCI
▲ 18.67%
3
Close
Aug 30, 2024
Ulta Beauty
▲ 4.33%
9
Close
Aug 30, 2024
Grupo Aeroportuario Del Centro
▲ 4.05%
6
Close
Aug 30, 2024
PDD Holdings
15.8%
▲ 7.41%
7
Buy
Aug 29, 2024
Old Dominion Freight
▲ 11.43%
2
Close
Aug 26, 2024
Vale SA
15.36%
▼ 2.57%
10
Buy
Aug 24, 2024
Verisign
▼ 4.82%
2
Close
Aug 07, 2024
Lululemon Athletica
26.01%
▲ 24.85%
5
Buy
Aug 05, 2024
McDonald's
▲ 10.86%
5
Close
Aug 02, 2024
Molina Healthcare
▲ 19.99%
8
Close
Aug 02, 2024
Paycom
▲ 18.73%
5
Close
Aug 01, 2024
Starbucks
▲ 12.43%
3
Close
Jul 29, 2024