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stock Portfolio 7/7/24 - New Portfolio

Jon B

stock Portfolio 7/7/24
Individual Investor
Ranked #172,662 out of 769,002 TipRanks' Investors
Success Rate
61%
129 out of 213
profitable transactions
Average Return
8.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.03%
6-Month Return-
12-Month Return-
YTD Return▲ 13.14%
Total Return▲ 13.14%

Best Trade

Opened at
Closed at-
Gain▲ 290.70%

Bio

fav stocks 2024

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 0.84%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.02%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.22%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.54%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 5.83%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%▼ 0.84%
▼ 4.22%▲ 2.34%▲ 3.02%
▲ 7.82%▲ 2.10%▲ 5.22%
▲ 5.70%▼ 0.89%▼ 0.54%
▲ 23.63%▲ 3.84%▲ 5.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Intuit
0.8%
▼ 2.92%
4
Buy
Nov 11, 2024
Lam Research
0.77%
▼ 10.99%
2
Buy
Nov 11, 2024
Abbott Laboratories
0.83%
▼ 0.66%
2
Buy
Nov 11, 2024
Diamondback
0.97%
▲ 0.53%
2
Buy
Nov 11, 2024
PayPal Holdings
0.9%
▼ 0.22%
2
Buy
Nov 11, 2024
TransUnion
0.87%
▼ 9.39%
1
Open
Nov 11, 2024
Willdan Group
0.81%
▼ 9.26%
1
Open
Nov 11, 2024
Reinsurance Group
0%
▲ 1.33%
1
Open
Nov 08, 2024
Microstrategy
2.1%
▲ 56.01%
4
Open
Oct 15, 2024
Virtu Financial
1.07%
▲ 11.42%
1
Open
Oct 15, 2024
Salesforce
1.19%
▲ 5.03%
4
Open
Oct 02, 2024
Byrna Technologies
1.08%
▲ 16.86%
1
Open
Oct 02, 2024
Celestica
1.61%
▲ 72.75%
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
1.37%
▲ 34.17%
1
Open
Sep 17, 2024
Manulife Financial
0.98%
▲ 14.84%
1
Open
Sep 17, 2024
SoFi Technologies
1.75%
▲ 80.67%
1
Open
Sep 17, 2024
Zeta Global Holdings Corp
0.69%
▼ 15.78%
1
Open
Sep 17, 2024
Amkor
0.7%
▼ 17.37%
1
Open
Sep 17, 2024