tiprankstipranks

Personal - New Portfolio

DJ ThomasB

Personal
Individual Investor
Ranked #80,041 out of 788,174 TipRanks' Investors
Success Rate
87%
26 out of 30
profitable transactions
Average Return
24.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.62%
6-Month Return-
12-Month Return-
YTD Return▲ 3.41%
Total Return▲ 9.07%

Best Trade

Opened at
Closed at-
Gain▲ 156.54%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 3.55%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.73%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 3.41%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.81%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 0.59%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%▼ 3.55%
▲ 26.03%▲ 5.96%▲ 5.73%
▲ 5.97%▼ 2.41%▲ 3.41%
▲ 5.25%▲ 2.69%▲ 2.81%
▼ 9.08%▲ 1.42%▲ 0.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oracle
7.63%
▲ 9.10%
3
Buy
Oct 25, 2024
VanEck Semiconductor ETF
4.8%
▲ 13.75%
2
Buy
Oct 24, 2024
Visa
7.4%
▲ 29.15%
2
Buy
Oct 24, 2024
Eos Energy Enterprises
12.2%
▲ 94.67%
2
Buy
Oct 24, 2024
SPDR Portfolio S&P 500 Growth ETF
12.86%
▲ 9.63%
2
Buy
Oct 24, 2024
Amazon
14.52%
▲ 49.25%
2
Buy
Oct 24, 2024
Apple
13.67%
▲ 32.68%
2
Buy
Oct 24, 2024
Ford Motor
0.01%
▼ 29.14%
1
Buy
Oct 17, 2024
United Parcel
0.01%
▼ 24.43%
1
Buy
Oct 17, 2024
Walt Disney
0.01%
▲ 9.67%
1
Buy
Oct 17, 2024
Airbnb
0.01%
▲ 12.89%
1
Buy
Oct 17, 2024
Alphabet Class C
0.01%
▲ 6.94%
1
Buy
Oct 17, 2024
iShares Treasury Floating Rate Bond ETF
0.01%
▲ 0.06%
1
Buy
Oct 17, 2024
iShares Gold Trust
0.01%
▲ 18.81%
1
Buy
Oct 17, 2024
Nvidia
0.01%
▲ 58.80%
1
Buy
Oct 17, 2024
iShares Core S&P 500 ETF
0.01%
▲ 15.80%
1
Buy
Oct 17, 2024
Main Street Capital
0.04%
▲ 22.19%
1
Buy
Oct 17, 2024
Target
2.92%
▼ 2.80%
1
Buy
Oct 17, 2024
COMPASS Pathways
3.72%
▼ 41.35%
1
Buy
Oct 17, 2024
Marvell
11.05%
▲ 156.54%
1
Buy
Oct 17, 2024