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genius - New Portfolio

mm

genius
Individual Investor
Ranked #460,029 out of 775,286 TipRanks' Investors
Success Rate
41%
11 out of 27
profitable transactions
Average Return
-0.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.35%
6-Month Return-
12-Month Return-
YTD Return▼ 0.35%
Total Return▼ 0.35%

Best Trade

Opened at
Closed at-
Gain▲ 6.86%

Bio

Performance

43.24%0-43.24%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.71%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
Sep 2024
▲ 5.41%
▼ 0.89%
Oct 2024
▲ 43.24%
▲ 5.96%
Nov 2024
▲ 8.52%
▲ 0.70%
▼ 0.35%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%
▲ 5.41%▼ 0.89%
▲ 43.24%▲ 5.96%
▲ 8.52%▲ 0.70%▼ 0.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadcom
10.19%
▲ 6.86%
2
Buy
Dec 18, 2024
Apple
4.14%
▲ 2.16%
1
Open
Dec 13, 2024
Costco
3.75%
▼ 0.73%
1
Open
Dec 13, 2024
Fortinet
3.75%
▼ 0.34%
1
Open
Dec 13, 2024
Alphabet Class C
3.94%
▲ 3.00%
1
Open
Dec 13, 2024
Eli Lilly & Co
3.8%
▼ 1.33%
1
Open
Dec 13, 2024
Monolithic Power
4%
▲ 3.25%
1
Open
Dec 13, 2024
Microsoft
3.85%
▲ 0.97%
1
Open
Dec 13, 2024
Raymond James Financial
3.77%
▼ 1.61%
1
Open
Dec 13, 2024
Arista Networks
5.29%
▲ 0.52%
1
Open
Dec 13, 2024
Amphenol
3.85%
▲ 1.08%
1
Open
Dec 13, 2024
Comfort Systems
3.73%
▼ 1.70%
1
Open
Dec 13, 2024
Brown & Brown
3.84%
▼ 0.97%
1
Open
Dec 13, 2024
KLA
3.94%
▲ 0.17%
1
Open
Dec 13, 2024
O'Reilly Auto
3.77%
▼ 1.93%
1
Open
Dec 13, 2024
Quanta Services
3.84%
▼ 0.35%
1
Open
Dec 13, 2024
Synopsys
3.88%
▲ 0.71%
1
Open
Dec 13, 2024
Fabrinet
3.77%
▼ 6.50%
1
Open
Dec 13, 2024
CBIZ
3.94%
▲ 2.60%
1
Open
Dec 13, 2024
Copart
3.75%
▼ 0.20%
1
Open
Dec 13, 2024