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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #106,354 out of 781,084 TipRanks' Investors
Success Rate
70%
57 out of 81
profitable transactions
Average Return
8.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.10%
6-Month Return-
12-Month Return-
YTD Return▲ 0.22%
Total Return▲ 18.21%

Best Trade

Opened at
Closed at-
Gain▲ 213.06%

Bio

Main Portfolio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.31%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 14.16%
Dec 2024
▲ 6.84%
▲ 1.96%
▲ 0.22%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 26.04%▲ 5.96%▲ 3.31%
▲ 5.93%▼ 2.41%▲ 14.16%
▲ 6.84%▲ 1.96%▲ 0.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nextera Energy Partners
0%
▼ 5.59%
1
Open
Jan 10, 2025
United Parcel
0%
▲ 5.23%
1
Open
Jan 10, 2025
Garmin
0%
▲ 3.13%
1
Open
Jan 10, 2025
Johnson & Johnson
0%
▲ 3.50%
1
Open
Jan 10, 2025
Micron
0%
▲ 6.45%
1
Open
Jan 10, 2025
Novo Nordisk
0%
▼ 8.78%
1
Open
Jan 10, 2025
Realty Income
0%
▲ 5.71%
1
Open
Jan 10, 2025
Uber Technologies
0%
▲ 2.08%
1
Open
Jan 10, 2025
Waste Management
0%
▲ 2.15%
1
Open
Jan 10, 2025
Intel
▼ 17.38%
2
Close
Jan 04, 2025
Bayer
▲ 1.71%
2
Close
Jan 04, 2025
Palantir Technologies
0%
▲ 1.14%
2
Sell
Dec 06, 2024
SoundHound AI, Inc Class A
0.02%
▲ 53.60%
2
Sell
Dec 06, 2024
Teleperformance
0.68%
▼ 1.15%
2
Buy
Nov 30, 2024
L'Oreal
1.09%
▲ 4.35%
2
Buy
Nov 30, 2024
Dassault Systemes
1.13%
▲ 6.72%
2
Buy
Nov 30, 2024
ASML Holding NV
1.94%
▲ 10.63%
2
Buy
Nov 30, 2024
Archer Aviation
0.06%
▲ 30.67%
1
Open
Nov 30, 2024
Rezolve AI
0.56%
▲ 23.48%
1
Open
Nov 30, 2024
Rigetti Computing
0.46%
▲ 213.06%
1
Open
Nov 30, 2024