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New Portfolio - New Portfolio

jb 105

New Portfolio
Individual Investor
Ranked #258,336 out of 781,066 TipRanks' Investors
Success Rate
72%
13 out of 18
profitable transactions
Average Return
7.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.99%
6-Month Return-
12-Month Return-
YTD Return▲ 0.88%
Total Return▲ 41.18%

Best Trade

AssetJD (JD)
Opened at
Closed at
Gain▲ 59.47%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 16.11%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 23.59%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.04%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 1.98%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.36%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 0.88%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%▲ 16.11%
▲ 2.93%▲ 2.10%▲ 23.59%
▲ 10.00%▼ 0.89%▼ 1.04%
▲ 26.04%▲ 5.96%▲ 1.98%
▲ 5.93%▼ 2.41%▼ 3.36%
▲ 11.17%▲ 1.96%▲ 0.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class C
▲ 14.65%
2
Close
Jan 08, 2025
Nvidia
50%
▼ 5.00%
3
Open
Dec 31, 2024
Pfizer
▼ 2.94%
2
Close
Dec 31, 2024
CVS Health
▲ 3.39%
2
Close
Oct 14, 2024
Rani Therapeutics Holdings
50%
▼ 58.81%
1
Open
Oct 14, 2024
JD
▲ 32.28%
4
Close
Oct 05, 2024
Lynas Rare Earths Limited
▲ 16.40%
2
Close
Oct 05, 2024
Beyond Inc
▲ 11.07%
2
Close
Sep 14, 2024
Yum China Holdings
▲ 16.37%
3
Close
Sep 06, 2024
Alphabet Class A
▼ 7.63%
2
Close
Sep 06, 2024
Stride
▲ 43.62%
1
Close
Sep 06, 2024
Nio
▲ 5.33%
2
Close
Sep 03, 2024
Pacira Pharmaceuticals
▲ 10.90%
2
Close
Aug 29, 2024
American Airlines
▲ 3.48%
2
Close
Aug 21, 2024
United Parcel
▼ 0.81%
2
Close
Aug 21, 2024