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New Portfolio Sep 2024 - New Portfolio

Joel

New Portfolio Sep 2024
Individual Investor
Ranked #332,180 out of 795,368 TipRanks' Investors
Success Rate
38%
3 out of 8
profitable transactions
Average Return
9.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 15.71%
6-Month Return▲ 8.35%
12-Month Return-
YTD Return▲ 3.77%
Total Return▲ 15.82%

Best Trade

Opened at
Closed at-
Gain▲ 140.47%

Bio

Performance

28.99%0-28.99%
▲ 2.92%
▲ 2.10%
▲ 1.72%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 9.81%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 22.91%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 1.01%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 28.99%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 17.33%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 8.19%
Mar 2025
▼ 13.55%
▼ 6.22%
▼ 10.06%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 1.72%
▲ 10.00%▼ 0.89%▼ 9.81%
▲ 25.98%▲ 5.96%▲ 22.91%
▲ 5.34%▼ 2.41%▼ 1.01%
▲ 5.99%▲ 2.69%▲ 28.99%
▼ 12.86%▼ 1.27%▼ 17.33%
▼ 1.80%▼ 5.57%▲ 8.19%
▼ 13.55%▼ 6.22%▼ 10.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Grayscale Future of Finance ETF
▲ 0.09%
2
Close
Dec 12, 2024
Roblox
0.46%
▲ 6.11%
2
Buy
Dec 07, 2024
Flagstar Financial
0.02%
▼ 3.71%
2
Buy
Dec 07, 2024
Ripple
99.42%
▼ 16.87%
1
Open
Dec 06, 2024
Palantir Technologies
0.07%
▲ 140.47%
1
Open
Sep 27, 2024
Nio
0.01%
▼ 49.23%
1
Open
Sep 27, 2024