Individual - New Portfolio

JerseyT

Individual
Individual Investor
Ranked #358,668 out of 764,637 TipRanks' Investors
Success Rate
49%
79 out of 160
profitable transactions
Average Return
2.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.51%
6-Month Return-
12-Month Return-
YTD Return▲ 12.58%
Total Return▲ 12.58%

Best Trade

Opened at
Closed at
Gain▲ 66.95%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.63%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.00%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 5.81%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.64%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.22%
Oct 2024
▼ 2.57%
▲ 0.42%
▲ 0.36%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▲ 2.63%
▲ 25.72%▲ 1.21%▼ 1.00%
▼ 4.21%▲ 2.34%▲ 5.81%
▲ 7.82%▲ 2.10%▲ 5.64%
▲ 6.02%▼ 0.89%▼ 1.22%
▼ 2.57%▲ 0.42%▲ 0.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Brookfield Corporation
6.97%
▲ 0.54%
7
Buy
Nov 01, 2024
Fidelity MSCI Information Technology Index ETF
▲ 1.01%
3
Close
Nov 01, 2024
Super Micro Computer
8.54%
▲ 13.72%
7
Buy
Nov 01, 2024
Taiwan Semiconductor Manufacturing
12.65%
▼ 0.17%
2
Buy
Nov 01, 2024
Marathon Digital Holdings
▼ 3.66%
8
Close
Oct 31, 2024
VanEck Semiconductor ETF
▼ 4.30%
4
Close
Oct 31, 2024
Hims & Hers Health
▲ 2.55%
12
Close
Oct 31, 2024
Roundhill China Dragons ETF
▲ 0.18%
2
Close
Oct 31, 2024
Advanced Micro Devices
9.3%
▲ 1.03%
6
Buy
Oct 30, 2024
Rocket Lab USA
▼ 0.94%
4
Close
Oct 30, 2024
Applied Digital Corporation
▼ 12.21%
5
Close
Oct 30, 2024
Serve Robotics Inc
▲ 27.59%
3
Close
Oct 30, 2024
Symbotic
11.18%
▼ 3.24%
2
Buy
Oct 30, 2024
Roundhill Magnificent Seven ETF
12.59%
▼ 14.45%
4
Buy
Oct 30, 2024
Tesla
▲ 0.90%
8
Sell
Oct 25, 2024
International Business Machines
▼ 4.81%
3
Close
Oct 25, 2024
Fidelity MSCI Health Care Index ETF
▼ 2.86%
2
Close
Oct 25, 2024
Walt Disney
▼ 0.65%
8
Close
Oct 23, 2024
Walgreens Boots Alliance
▼ 4.50%
3
Close
Oct 23, 2024
SoFi Technologies
▼ 3.53%
16
Sell
Oct 18, 2024