tiprankstipranks

Personal - New Portfolio

DJ ThomasB

Personal
Individual Investor
Ranked #152,193 out of 775,923 TipRanks' Investors
Success Rate
70%
21 out of 30
profitable transactions
Average Return
20.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.13%
6-Month Return-
12-Month Return-
YTD Return▲ 6.53%
Total Return▲ 6.53%

Best Trade

Opened at
Closed at-
Gain▲ 164.07%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.71%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 3.49%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.73%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 4.40%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%
▲ 5.38%▼ 0.89%▼ 3.49%
▲ 43.22%▲ 5.96%▲ 5.73%
▲ 3.34%▼ 1.56%▲ 4.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oracle
7.65%
▲ 5.17%
3
Buy
Oct 25, 2024
VanEck Semiconductor ETF
4.62%
▲ 7.09%
2
Buy
Oct 24, 2024
Visa
6.69%
▲ 17.07%
2
Buy
Oct 24, 2024
Eos Energy Enterprises
12.34%
▲ 87.30%
2
Buy
Oct 24, 2024
SPDR Portfolio S&P 500 Growth ETF
12.69%
▲ 6.56%
2
Buy
Oct 24, 2024
Amazon
14.94%
▲ 50.62%
2
Buy
Oct 24, 2024
Apple
14.05%
▲ 37.35%
2
Buy
Oct 24, 2024
Ford Motor
0.01%
▼ 25.44%
1
Buy
Oct 17, 2024
United Parcel
0.01%
▼ 18.55%
1
Buy
Oct 17, 2024
Walt Disney
0.01%
▲ 11.13%
1
Buy
Oct 17, 2024
Airbnb
0.01%
▼ 2.45%
1
Buy
Oct 17, 2024
Alphabet Class C
0.01%
▲ 10.56%
1
Buy
Oct 17, 2024
iShares Treasury Floating Rate Bond ETF
0.01%
▼ 0.36%
1
Buy
Oct 17, 2024
iShares Gold Trust
0.01%
▲ 6.08%
1
Buy
Oct 17, 2024
Nvidia
0.01%
▲ 52.67%
1
Buy
Oct 17, 2024
iShares Core S&P 500 ETF
0.01%
▲ 12.00%
1
Buy
Oct 17, 2024
Main Street Capital
0.04%
▲ 9.84%
1
Buy
Oct 17, 2024
Target
3.06%
▼ 0.26%
1
Buy
Oct 17, 2024
COMPASS Pathways
3.48%
▼ 48.71%
1
Buy
Oct 17, 2024
Marvell
11.81%
▲ 164.07%
1
Buy
Oct 17, 2024