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Self-Directed - New Portfolio

PerformancePortfolio Details

Self-Directed
Individual Investor
Ranked #112,707 out of 775,923 TipRanks' Investors
Success Rate
63%
22 out of 35
profitable transactions
Average Return
41.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.91%
6-Month Return▼ 1.50%
12-Month Return▼ 6.49%
YTD Return▼ 7.92%
Total Return▲ 10.01%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 875.10%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.76%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.96%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 0.93%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.99%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.18%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 3.54%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.38%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.63%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.76%
▼ 2.25%▲ 3.53%▼ 0.96%
▲ 25.71%▲ 1.21%▼ 0.93%
▼ 4.22%▲ 2.34%▲ 2.99%
▲ 7.82%▲ 2.10%▲ 1.18%
▲ 5.38%▼ 0.89%▼ 3.54%
▲ 43.22%▲ 5.96%▲ 4.38%
▲ 3.34%▼ 1.56%▼ 5.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MSCI
MSCI
―
▲ 13.66%
3
Sell
Sep 21, 2024
DECK
Deckers Outdoor
―
▼ 3.02%
4
Sell
Sep 21, 2024
LULU
Lululemon Athletica
―
▼ 22.95%
3
Close
Sep 21, 2024
TJX
TJX Companies
―
▲ 31.90%
3
Close
Sep 21, 2024
LVMUY
LVMH Moet Hennessy Louis Vuitton SE
―
▼ 19.27%
6
Close
Sep 21, 2024
CRM
Salesforce
―
▼ 4.20%
3
Close
Sep 21, 2024
CB
Chubb
―
▲ 1.75%
3
Sell
Sep 21, 2024
BSX
Boston Scientific
―
▲ 1.02%
3
Sell
Sep 21, 2024
AXP
American Express
―
▲ 5.73%
3
Close
Sep 21, 2024
DHR
Danaher
0.06%
▲ 88.14%
3
Sell
Sep 18, 2024
SYK
Stryker
0.16%
▲ 60.50%
3
Sell
Sep 18, 2024
TMO
Thermo Fisher
0.04%
▲ 51.73%
3
Sell
Sep 18, 2024
GD
General Dynamics
4.3%
▲ 21.82%
2
Sell
Sep 16, 2024
MCO
Moody's
4.57%
▲ 27.58%
2
Sell
Sep 16, 2024
SPGI
S&P Global
4.82%
▲ 25.73%
2
Sell
Sep 16, 2024
AMD
Advanced Micro Devices
3.89%
▼ 3.35%
2
Sell
Sep 16, 2024
ISRG
Intuitive Surgical
5.99%
▲ 67.13%
2
Sell
Sep 16, 2024
NVO
Novo Nordisk
3.88%
▲ 6.88%
2
Sell
Sep 16, 2024
CMG
Chipotle
7.57%
▲ 108.65%
2
Sell
Sep 16, 2024
NOW
ServiceNow
8.9%
▲ 32.02%
2
Sell
Sep 16, 2024