tiprankstipranks

stock Portfolio 7/7/24 - New Portfolio

Jon B

stock Portfolio 7/7/24
Individual Investor
Ranked #213,281 out of 775,913 TipRanks' Investors
Success Rate
56%
122 out of 216
profitable transactions
Average Return
10.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.49%
6-Month Return-
12-Month Return-
YTD Return▲ 11.85%
Total Return▲ 11.85%

Best Trade

Opened at
Closed at-
Gain▲ 353.23%

Bio

fav stocks 2024

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 0.84%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.02%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.22%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.69%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.56%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 1.67%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%▼ 0.84%
▼ 4.22%▲ 2.34%▲ 3.02%
▲ 7.82%▲ 2.10%▲ 5.22%
▲ 5.38%▼ 0.89%▼ 0.69%
▲ 43.22%▲ 5.96%▲ 6.56%
▼ 5.24%▼ 2.73%▼ 1.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
International Business Machines
0.76%
▼ 2.60%
1
Open
Dec 14, 2024
IonQ
1.13%
▲ 6.24%
1
Open
Dec 14, 2024
Rocket Lab USA
0.93%
▼ 2.24%
1
Open
Nov 26, 2024
Intuit
0.73%
▼ 3.99%
4
Buy
Nov 11, 2024
Lam Research
0.73%
▼ 8.50%
2
Buy
Nov 11, 2024
Abbott Laboratories
0.77%
▼ 2.11%
2
Buy
Nov 11, 2024
Diamondback
0.79%
▼ 14.16%
2
Buy
Nov 11, 2024
PayPal Holdings
0.88%
▲ 2.59%
2
Buy
Nov 11, 2024
TransUnion
0.8%
▼ 10.83%
1
Open
Nov 11, 2024
Willdan Group
0.72%
▼ 15.75%
1
Open
Nov 11, 2024
Reinsurance Group
0%
▼ 7.37%
1
Open
Nov 08, 2024
Microstrategy
1.85%
▲ 37.20%
4
Open
Oct 15, 2024
Virtu Financial
0.96%
▲ 7.35%
1
Open
Oct 15, 2024
Salesforce
1.16%
▲ 7.22%
4
Open
Oct 02, 2024
Byrna Technologies
1.5%
▲ 78.61%
1
Open
Oct 02, 2024
Celestica
1.62%
▲ 89.57%
1
Open
Oct 02, 2024
Halliburton
▲ 4.57%
2
Close
Sep 17, 2024
Schlumberger
▲ 4.27%
2
Close
Sep 17, 2024
SoundHound AI, Inc Class A
4.09%
▲ 353.23%
1
Open
Sep 17, 2024
Manulife Financial
0.87%
▲ 8.28%
1
Open
Sep 17, 2024