tiprankstipranks

stock Portfolio 7/7/24 - New Portfolio

Jon B

stock Portfolio 7/7/24
Individual Investor
Ranked #230,746 out of 793,101 TipRanks' Investors
Success Rate
56%
122 out of 218
profitable transactions
Average Return
7.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.79%
6-Month Return▲ 10.51%
12-Month Return-
YTD Return▲ 7.12%
Total Return▲ 18.97%

Best Trade

Opened at
Closed at-
Gain▲ 308.12%

Bio

fav stocks 2024

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.02%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.22%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.73%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.59%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 2.94%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 11.28%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.12%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 1.65%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 3.02%
▲ 2.93%▲ 2.10%▲ 5.22%
▲ 10.00%▼ 0.89%▼ 0.73%
▲ 26.01%▲ 5.96%▲ 6.59%
▲ 5.39%▼ 2.41%▼ 2.94%
▲ 5.83%▲ 2.69%▲ 11.28%
▼ 12.86%▼ 1.27%▼ 2.12%
▲ 2.82%▼ 4.80%▼ 1.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Uber Technologies
0.8%
▲ 8.29%
1
Open
Mar 11, 2025
CyberArk Software
1.02%
▲ 10.19%
1
Open
Dec 22, 2024
International Business Machines
0.87%
▲ 9.06%
1
Open
Dec 14, 2024
IonQ
0.68%
▼ 37.53%
1
Open
Dec 14, 2024
Rocket Lab USA
0.77%
▼ 20.56%
1
Open
Nov 26, 2024
Intuit
0.71%
▼ 8.36%
4
Buy
Nov 11, 2024
Lam Research
0.82%
▼ 0.30%
2
Buy
Nov 11, 2024
Abbott Laboratories
0.89%
▲ 9.58%
2
Buy
Nov 11, 2024
Diamondback
0.84%
▼ 9.72%
2
Buy
Nov 11, 2024
PayPal Holdings
0.74%
▼ 16.44%
2
Buy
Nov 11, 2024
TransUnion
0.77%
▼ 17.59%
1
Open
Nov 11, 2024
Willdan Group
0.82%
▼ 7.58%
1
Open
Nov 11, 2024
Reinsurance Group
0%
▼ 10.71%
1
Open
Nov 08, 2024
Strategy
1.76%
▲ 32.32%
4
Open
Oct 15, 2024
Virtu Financial
1.08%
▲ 18.67%
1
Open
Oct 15, 2024
Salesforce
1%
▲ 0.33%
4
Open
Oct 02, 2024
Byrna Technologies
0.99%
▲ 14.02%
1
Open
Oct 02, 2024
Celestica
1.74%
▲ 98.57%
1
Open
Oct 02, 2024
Halliburton
▲ 4.57%
2
Close
Sep 17, 2024
Schlumberger
▲ 4.27%
2
Close
Sep 17, 2024