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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #460,469 out of 793,971 TipRanks' Investors
Success Rate
43%
35 out of 81
profitable transactions
Average Return
-4.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.30%
6-Month Return-
12-Month Return-
YTD Return▼ 9.68%
Total Return▲ 7.23%

Best Trade

Opened at
Closed at-
Gain▲ 154.18%

Bio

Main Portfolio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.31%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 14.93%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 1.94%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.38%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.30%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 26.01%▲ 5.96%▲ 3.31%
▲ 5.33%▼ 2.41%▲ 14.93%
▲ 5.87%▲ 2.69%▲ 1.94%
▼ 12.86%▼ 1.27%▼ 3.38%
▼ 1.80%▼ 5.57%▼ 8.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ITM Power
▲ 1.88%
2
Close
Feb 14, 2025
Volkswagen
▲ 24.13%
2
Close
Feb 14, 2025
Fanuc
▲ 9.12%
2
Close
Feb 14, 2025
XPLR Infrastructure
▼ 53.05%
2
Close
Feb 14, 2025
United Parcel
0%
▼ 9.50%
1
Open
Jan 10, 2025
Garmin
0%
▲ 4.18%
1
Open
Jan 10, 2025
Johnson & Johnson
0%
▲ 17.67%
1
Open
Jan 10, 2025
Micron
0%
▼ 12.42%
1
Open
Jan 10, 2025
Novo Nordisk
0%
▼ 18.57%
1
Open
Jan 10, 2025
Realty Income
0%
▲ 13.35%
1
Open
Jan 10, 2025
Uber Technologies
0%
▲ 10.44%
1
Open
Jan 10, 2025
Waste Management
0%
▲ 12.12%
1
Open
Jan 10, 2025
Intel
▼ 17.38%
2
Close
Jan 04, 2025
Bayer
▲ 1.71%
2
Close
Jan 04, 2025
Palantir Technologies
0%
▲ 18.94%
2
Sell
Dec 06, 2024
SoundHound AI, Inc Class A
0.02%
▼ 8.56%
2
Sell
Dec 06, 2024
Teleperformance
0.86%
▲ 5.81%
2
Buy
Nov 30, 2024
L'Oreal
1.3%
▲ 4.17%
2
Buy
Nov 30, 2024
Dassault Systemes
1.36%
▲ 7.46%
2
Buy
Nov 30, 2024
ASML Holding NV
1.9%
▼ 7.97%
2
Buy
Nov 30, 2024