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Self-Directed - New Portfolio

PerformancePortfolio Details

Self-Directed
Individual Investor
Ranked #95,137 out of 769,002 TipRanks' Investors
Success Rate
66%
23 out of 35
profitable transactions
Average Return
44.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.04%
6-Month Return▼ 4.79%
12-Month Return▼ 0.22%
YTD Return▼ 9.55%
Total Return▲ 8.06%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 956.10%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 10.15%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.76%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.83%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 0.90%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.99%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 4.76%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 3.34%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 2.41%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 10.15%
▲ 11.46%▲ 5.06%▲ 2.76%
▼ 2.25%▲ 3.53%▼ 0.83%
▲ 25.72%▲ 1.21%▼ 0.90%
▼ 4.22%▲ 2.34%▲ 2.99%
▲ 7.82%▲ 2.10%▼ 4.76%
▲ 5.70%▼ 0.89%▼ 3.34%
▲ 21.94%▲ 3.81%▲ 2.41%

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%
▲ 91.89%
3
Sell
Sep 18, 2024
SYK
Stryker
0.16%
▲ 69.78%
3
Sell
Sep 18, 2024
TMO
Thermo Fisher
0.04%
▲ 48.49%
3
Sell
Sep 18, 2024
GD
General Dynamics
4.37%
▲ 29.40%
2
Sell
Sep 16, 2024
MCO
Moody's
4.47%
▲ 29.84%
2
Sell
Sep 16, 2024
SPGI
S&P Global
4.79%
▲ 28.63%
2
Sell
Sep 16, 2024
AMD
Advanced Micro Devices
4.29%
▲ 11.56%
2
Sell
Sep 16, 2024
ISRG
Intuitive Surgical
6.01%
▲ 72.67%
2
Sell
Sep 16, 2024
NVO
Novo Nordisk
4.48%
▲ 32.37%
2
Sell
Sep 16, 2024
CMG
Chipotle
7.02%
▲ 98.57%
2
Sell
Sep 16, 2024
NOW
ServiceNow
8.17%
▲ 23.76%
2
Sell
Sep 16, 2024