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RoadtoM - New Portfolio

Dan

RoadtoM
Individual Investor
Ranked #217,106 out of 788,370 TipRanks' Investors
Success Rate
62%
8 out of 13
profitable transactions
Average Return
44.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.83%
6-Month Return-
12-Month Return-
YTD Return▼ 3.23%
Total Return▲ 48.02%

Best Trade

Opened at
Closed at-
Gain▲ 195.47%

Bio

50% growth target

Performance

38.68%0-38.68%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.38%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 38.68%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 11.84%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 2.29%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 0.97%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%▼ 1.38%
▲ 26.03%▲ 5.96%▲ 38.68%
▲ 5.97%▼ 2.41%▲ 11.84%
▲ 5.25%▲ 2.69%▼ 2.29%
▼ 9.08%▲ 1.42%▼ 0.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
24.42%
▼ 1.76%
3
Sell
Nov 04, 2024
ReNew Energy Global
▼ 8.57%
2
Close
Nov 04, 2024
Archer Aviation
29.85%
▲ 187.82%
3
Buy
Nov 04, 2024
Amazon
6.56%
▲ 10.62%
1
Open
Nov 04, 2024
Alphabet Class A
10.88%
▲ 6.28%
1
Open
Nov 04, 2024
Mobileye Global, Inc. Class A
11%
▲ 13.32%
1
Open
Nov 04, 2024
Sirius XM Holdings
1.5%
▼ 2.53%
1
Open
Nov 04, 2024
Monogram Orthopaedics Inc
0.42%
▼ 5.69%
1
Open
Oct 18, 2024
Nuveen Floating Rate Income Fund
0.51%
▲ 0.40%
1
Open
Oct 18, 2024
Apple
14.87%
▲ 6.17%
1
Open
Oct 16, 2024