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Greenlight - New Portfolio

Caldwell Shaw

Greenlight
Individual Investor
Ranked #357,843 out of 775,923 TipRanks' Investors
Success Rate
56%
15 out of 27
profitable transactions
Average Return
3.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.62%
6-Month Return-
12-Month Return-
YTD Return▲ 2.79%
Total Return▲ 2.79%

Best Trade

Opened at
Closed at-
Gain▲ 31.29%

Bio

my beginner portfolio

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%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 1.27%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 1.49%
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%
▲ 43.22%▲ 5.96%▲ 1.27%
▲ 3.34%▼ 1.56%▲ 1.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
15.63%
▲ 19.34%
4
Buy
Dec 18, 2024
Alphabet Class A
12.23%
▲ 6.35%
3
Buy
Dec 18, 2024
Meta Platforms
7.08%
▲ 1.86%
2
Buy
Dec 18, 2024
Nvidia
14.91%
▼ 0.75%
3
Buy
Dec 18, 2024
Taiwan Semiconductor Manufacturing
15.73%
▲ 4.19%
2
Buy
Dec 18, 2024
Northrop Grumman
3.5%
▼ 7.71%
3
Sell
Nov 26, 2024
Ford Motor
▲ 1.00%
3
Close
Nov 26, 2024
Procter & Gamble
5.09%
▼ 0.33%
3
Sell
Nov 26, 2024
Johnson & Johnson
▲ 1.14%
2
Close
Nov 26, 2024
Lockheed Martin
2.77%
▼ 7.99%
2
Sell
Nov 26, 2024
Exxon Mobil
3.59%
▼ 11.26%
2
Sell
Nov 26, 2024
Microsoft
▼ 1.78%
2
Close
Nov 15, 2024
Apple
2.76%
▲ 13.11%
1
Open
Nov 15, 2024
BlackRock
4%
▼ 1.30%
1
Open
Nov 15, 2024
JPMorgan Chase & Co.
4.05%
▼ 3.14%
1
Open
Nov 15, 2024
Palantir Technologies
5.34%
▲ 22.47%
1
Open
Nov 15, 2024
Zillow Group Class A
3.32%
▲ 4.30%
1
Open
Nov 15, 2024