tiprankstipranks

Personal - New Portfolio

Rose Schoenhoff

Personal
Individual Investor
Ranked #76,222 out of 769,654 TipRanks' Investors
Success Rate
81%
25 out of 31
profitable transactions
Average Return
32.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.13%
6-Month Return▲ 27.96%
12-Month Return-
YTD Return▲ 38.48%
Total Return▲ 38.48%

Best Trade

Opened at
Closed at-
Gain▲ 282.35%

Bio

New to the game, slowly learning. Investing for my boys!

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 4.95%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 0.82%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.99%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.47%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.01%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.71%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 2.10%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 10.30%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.95%
▲ 11.46%▲ 5.06%▼ 0.82%
▼ 2.25%▲ 3.53%▲ 5.99%
▲ 25.72%▲ 1.21%▲ 0.47%
▼ 4.22%▲ 2.34%▲ 3.01%
▲ 7.82%▲ 2.10%▲ 5.71%
▲ 5.70%▼ 0.89%▲ 2.10%
▲ 31.73%▲ 4.73%▲ 10.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadcom
7.45%
▲ 33.42%
1
Buy
Nov 21, 2024
Nvidia
8.33%
▲ 16.19%
1
Buy
Nov 21, 2024
Apple
0.04%
▼ 2.31%
1
Buy
Oct 18, 2024
Starbucks
0.05%
▲ 4.86%
1
Buy
Sep 27, 2024
Palantir Technologies
35.86%
▲ 181.02%
4
Buy
Sep 25, 2024
iShares Gold Trust
0.05%
▲ 7.71%
1
Buy
Aug 23, 2024
Airbnb
0.04%
▼ 1.27%
1
Buy
Jul 25, 2024
iShares Core S&P 500 ETF
0.04%
▲ 9.33%
1
Buy
Jun 21, 2024
Walt Disney
0.05%
▲ 13.81%
1
Buy
Jun 07, 2024
Uber Technologies
8.24%
▲ 5.76%
3
Buy
Jun 03, 2024
Salesforce
17.46%
▲ 26.49%
5
Buy
May 31, 2024
Alphabet Class C
0.04%
▼ 5.61%
1
Buy
May 23, 2024
ON Semiconductor
5.95%
▼ 3.43%
1
Buy
May 23, 2024
iShares Treasury Floating Rate Bond ETF
3.71%
▲ 0.27%
2
Buy
Mar 31, 2024
United Parcel
0.04%
▼ 13.87%
1
Buy
Mar 21, 2024
Southern Co
0.06%
▲ 30.98%
1
Buy
Feb 29, 2024
International Flavors & Fragrances
0.05%
▲ 12.83%
1
Buy
Feb 22, 2024
Vanguard FTSE Pacific ETF
1.93%
▲ 3.96%
1
Buy
Jan 12, 2024
iShares Core Total USD Bond Market ETF
3.71%
▼ 0.50%
1
Buy
Jan 12, 2024
Vanguard FTSE Emerging Markets ETF
4.23%
▲ 14.18%
1
Buy
Jan 12, 2024