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Charts Never lie - New Portfolio

759FE0BA

Charts Never lie
Individual Investor
Ranked #192,121 out of 775,923 TipRanks' Investors
Success Rate
80%
12 out of 15
profitable transactions
Average Return
13.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.28%
6-Month Return-
12-Month Return-
YTD Return▲ 29.18%
Total Return▲ 29.18%

Best Trade

Opened at
Closed at
Gain▲ 40.61%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.71%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 15.07%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.88%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 4.18%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 11.36%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.03%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%
▼ 4.22%▲ 2.34%▲ 15.07%
▲ 7.82%▲ 2.10%▲ 1.88%
▲ 5.38%▼ 0.89%▲ 4.18%
▲ 43.22%▲ 5.96%▲ 11.36%
▲ 3.34%▼ 1.56%▼ 5.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Visa
20.1%
▲ 16.47%
2
Buy
Sep 04, 2024
Nvidia
8.52%
▲ 26.84%
1
Open
Sep 04, 2024
Amazon
11.38%
▲ 29.76%
1
Open
Sep 04, 2024
Texas Pacific Land
7.17%
▲ 30.72%
1
Open
Sep 01, 2024
AdvanSix
▲ 6.29%
2
Close
Aug 19, 2024
ASML Holding
▲ 9.41%
2
Close
Aug 19, 2024
Heritage Insurance Holdings
▲ 40.61%
2
Close
Aug 19, 2024
Super Micro Computer
▲ 15.28%
2
Close
Aug 19, 2024
Willdan Group
▲ 4.71%
2
Close
Aug 19, 2024
Nike
0.00%
2
Close
Aug 19, 2024
Advanced Micro Devices
0.00%
2
Close
Aug 19, 2024
Adobe
0.00%
2
Close
Aug 19, 2024
Mastercard
25.72%
▲ 13.22%
1
Open
Aug 19, 2024
S&P Global
17.42%
▼ 0.44%
1
Open
Aug 19, 2024
Intuit
6.11%
▼ 2.84%
1
Open
Aug 19, 2024
Moody's
2.95%
▼ 0.62%
1
Open
Aug 19, 2024
Palo Alto Networks
▲ 3.70%
2
Close
Aug 18, 2024
DaVita
0.00%
2
Close
Aug 12, 2024