Portfolio - New Portfolio

Portfolio
Individual Investor
Ranked #135,533 out of 765,504 TipRanks' Investors
Success Rate
79%
27 out of 34
profitable transactions
Average Return
5.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.08%
6-Month Return-
12-Month Return-
YTD Return▲ 5.08%
Total Return▲ 5.08%

Best Trade

Opened at
Closed at-
Gain▲ 23.89%

Bio

GARP

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
▼ 4.21%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.00%
Oct 2024
▲ 12.58%
▲ 1.42%
▲ 7.23%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.21%▲ 2.34%
▲ 7.82%▲ 2.10%
▲ 6.02%▼ 0.89%▼ 2.00%
▲ 12.58%▲ 1.42%▲ 7.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Archrock
2.7%
0.00%
1
Open
Nov 06, 2024
Harmonic
2.7%
0.00%
1
Open
Nov 06, 2024
Blue Owl Capital
2.7%
0.00%
1
Open
Nov 06, 2024
Inter & Company Incorporation Class A
2.7%
▲ 1.68%
1
Open
Oct 29, 2024
Argan
2.7%
▲ 20.30%
1
Open
Oct 28, 2024
Taiwan Semiconductor Manufacturing
2.7%
▼ 0.75%
1
Open
Oct 28, 2024
T Mobile US
2.7%
▲ 1.92%
1
Open
Oct 28, 2024
State Street
2.7%
▲ 4.12%
1
Open
Oct 28, 2024
Block
2.7%
▲ 4.24%
1
Open
Oct 28, 2024
Schlumberger
2.7%
▲ 5.75%
1
Open
Oct 28, 2024
Charles Schwab
2.7%
▲ 5.15%
1
Open
Oct 28, 2024
Quanta Services
2.7%
▼ 0.81%
1
Open
Oct 28, 2024
Nvidia
2.7%
▲ 3.62%
1
Open
Oct 28, 2024
Nu Holdings
2.7%
▼ 2.91%
1
Open
Oct 28, 2024
Micron
2.7%
▲ 5.11%
1
Open
Oct 28, 2024
Marvell
2.7%
▲ 8.62%
1
Open
Oct 28, 2024
Liberty Broadband
2.7%
▲ 23.89%
1
Open
Oct 28, 2024
Howmet Aerospace
2.7%
▲ 12.19%
1
Open
Oct 28, 2024
Halozyme
2.7%
▲ 20.15%
1
Open
Oct 28, 2024
Visa
2.7%
▲ 8.17%
1
Open
Oct 28, 2024