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Individual - TOD - New Portfolio
Individual - TOD
Individual Investor
Ranked #310,053 out of 793,835 TipRanks' Investors
Success Rate
5 out of 8
profitable transactions
profitable transactions
Average Return
6.97%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.78%
6-Month Return▲ 11.05%
12-Month Return-
YTD Return▼ 1.48%
Total Return▲ 10.15%
Best Trade
Bio
My personal fund
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.93%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.53%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.73%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 16.67%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 5.95%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 8.72%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.80%
Feb 2025
▼ 1.65%
▼ 6.20%
▼ 6.78%
Mar 2025
▼ 13.14%▲ 2.34%▲ 2.93%
▲ 2.93%▲ 2.10%▲ 1.53%
▲ 10.00%▼ 0.89%▲ 2.73%
▲ 26.01%▲ 5.96%▲ 16.67%
▲ 5.33%▼ 2.41%▼ 5.95%
▲ 5.89%▲ 2.69%▲ 8.72%
▼ 12.86%▼ 1.27%▼ 2.80%
▼ 1.65%▼ 6.20%▼ 6.78%
Recent Activity
Alphabet Class C
8.38%
▼ 20.71%
1
Buy
Dec 18, 2024
JPMorgan Chase
11.3%
▲ 2.47%
1
Buy
Nov 06, 2024
Meta Platforms
10.32%
▲ 2.15%
1
Buy
Nov 04, 2024
Progressive
12.98%
▲ 14.76%
1
Buy
Nov 04, 2024
BWX Technologies
10.3%
▼ 3.65%
1
Buy
Jul 22, 2024
Amazon
10.71%
▼ 0.40%
1
Buy
Jul 01, 2024
Shopify
15.69%
▲ 46.00%
1
Buy
Jun 14, 2024
McKesson
11.96%
▲ 15.18%
1
Buy
Jun 06, 2024