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Individual - TOD - New Portfolio
Individual - TOD
Individual Investor
Ranked #336,391 out of 775,923 TipRanks' Investors
Success Rate
5 out of 8
profitable transactions
profitable transactions
Average Return
11.43%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.14%
6-Month Return▲ 14.68%
12-Month Return-
YTD Return▲ 14.47%
Total Return▲ 14.47%
Best Trade
Bio
My personal fund
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.99%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 4.14%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.93%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.53%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 2.99%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 16.09%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.48%
Dec 2024
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%▼ 0.99%
▲ 25.71%▲ 1.21%▼ 4.14%
▼ 4.22%▲ 2.34%▲ 2.93%
▲ 7.82%▲ 2.10%▲ 1.53%
▲ 5.38%▼ 0.89%▲ 2.99%
▲ 43.22%▲ 5.96%▲ 16.09%
▲ 3.34%▼ 1.56%▼ 3.48%
Recent Activity
Alphabet Class C
10.02%
▼ 1.96%
1
Buy
Dec 18, 2024
JPMorgan Chase & Co.
10.7%
▲ 0.25%
1
Buy
Nov 06, 2024
Meta Platforms
10.13%
▲ 3.66%
1
Buy
Nov 04, 2024
Progressive
10.8%
▼ 1.25%
1
Buy
Nov 04, 2024
BWX Technologies
11.38%
▲ 10.01%
1
Buy
Jul 22, 2024
Amazon
12.09%
▲ 16.24%
1
Buy
Jul 01, 2024
Shopify
17.1%
▲ 64.53%
1
Buy
Jun 14, 2024
McKesson
10.04%
▼ 0.04%
1
Buy
Jun 06, 2024