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WEALTH STRATEGY - New Portfolio

termsak tantrakun

WEALTH STRATEGY
Individual Investor
Ranked #459,711 out of 778,277 TipRanks' Investors
Success Rate
29%
2 out of 7
profitable transactions
Average Return
-4.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.13%
6-Month Return-
12-Month Return-
YTD Return▲ 6.33%
Total Return▼ 2.13%

Best Trade

Opened at
Closed at-
Gain▲ 2.64%

Bio

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
▲ 10.03%
▼ 0.89%
Oct 2024
▲ 26.04%
▲ 5.96%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 7.96%
Dec 2024
▲ 7.70%
▲ 1.00%
▲ 6.33%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.03%▼ 0.89%
▲ 26.04%▲ 5.96%
▲ 5.97%▼ 2.41%▼ 7.96%
▲ 7.70%▲ 1.00%▲ 6.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Direxion Daily Select Large Caps & FANGs Bull 2X Shares
▲ 1.76%
2
Close
Dec 30, 2024
Simplify Aggregate Bond PLUS Credit Hedge ETF
▼ 2.43%
4
Close
Dec 24, 2024
ProShares UltraPro QQQ
31.64%
▼ 6.30%
2
Buy
Dec 24, 2024
GE Vernova Inc.
14.04%
▲ 2.64%
1
Open
Dec 23, 2024
Atour Lifestyle Holdings
▼ 5.88%
1
Open
Dec 17, 2024
Microstrategy
28.86%
▼ 14.01%
1
Open
Dec 06, 2024