tiprankstipranks

Personal - New Portfolio

DJ ThomasB

Personal
Individual Investor
Ranked #188,428 out of 769,002 TipRanks' Investors
Success Rate
70%
21 out of 30
profitable transactions
Average Return
12.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.01%
6-Month Return-
12-Month Return-
YTD Return▼ 0.87%
Total Return▼ 0.87%

Best Trade

Opened at
Closed at-
Gain▲ 112.06%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 3.49%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 2.71%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%
▲ 5.70%▼ 0.89%▼ 3.49%
▲ 21.94%▲ 3.81%▲ 2.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oracle
9.64%
▲ 18.25%
3
Buy
Oct 25, 2024
VanEck Semiconductor ETF
5.17%
▲ 7.02%
2
Buy
Oct 24, 2024
Visa
7.25%
▲ 13.27%
2
Buy
Oct 24, 2024
Eos Energy Enterprises
6.9%
▼ 6.56%
2
Buy
Oct 24, 2024
SPDR Portfolio S&P 500 Growth ETF
13.76%
▲ 3.09%
2
Buy
Oct 24, 2024
Amazon
15.11%
▲ 35.86%
2
Buy
Oct 24, 2024
Apple
14.17%
▲ 23.59%
2
Buy
Oct 24, 2024
Ford Motor
0.01%
▼ 19.03%
1
Buy
Oct 17, 2024
United Parcel
0.01%
▼ 14.39%
1
Buy
Oct 17, 2024
Walt Disney
0.01%
▲ 13.35%
1
Buy
Oct 17, 2024
Airbnb
0.01%
▼ 1.69%
1
Buy
Oct 17, 2024
Alphabet Class C
0.01%
▲ 1.60%
1
Buy
Oct 17, 2024
iShares Treasury Floating Rate Bond ETF
0.01%
▼ 0.04%
1
Buy
Oct 17, 2024
iShares Gold Trust
0.01%
▲ 7.22%
1
Buy
Oct 17, 2024
Nvidia
0.01%
▲ 65.35%
1
Buy
Oct 17, 2024
iShares Core S&P 500 ETF
0.01%
▲ 12.02%
1
Buy
Oct 17, 2024
Main Street Capital
0.04%
▲ 3.38%
1
Buy
Oct 17, 2024
Target
3.18%
▼ 7.66%
1
Buy
Oct 17, 2024
COMPASS Pathways
4.57%
▼ 39.80%
1
Buy
Oct 17, 2024
Marvell
10.63%
▲ 112.06%
1
Buy
Oct 17, 2024