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DAY -9670 - New Portfolio

WSHEP

DAY -9670
Individual Investor
Ranked #449,200 out of 783,334 TipRanks' Investors
Success Rate
27%
14 out of 52
profitable transactions
Average Return
-3.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.26%
6-Month Return-
12-Month Return-
YTD Return▲ 3.88%
Total Return▼ 1.78%

Best Trade

Opened at
Closed at-
Gain▲ 349.02%

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
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 26.04%
▲ 5.96%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.45%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 3.88%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%
▲ 26.04%▲ 5.96%
▲ 5.93%▼ 2.41%▼ 5.45%
▲ 2.91%▲ 3.15%▲ 3.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Wasatch Core Growth Fund
2.15%
▼ 8.59%
8
Buy
Jan 28, 2025
William Blair International Leaders Fd N
3.56%
▲ 14.32%
9
Buy
Jan 28, 2025
Parnassus Core Equity Fund-Investor Shares
6.03%
▼ 29.17%
8
Buy
Jan 28, 2025
Dell Technologies
22.71%
▼ 10.49%
6
Buy
Jan 28, 2025
Nvidia
15.83%
▲ 64.65%
2
Buy
Jan 28, 2025
Trulieve Cannabis
3.38%
▼ 0.93%
3
Buy
Jan 22, 2025
Advanced Micro Devices
2.88%
▼ 3.66%
2
Buy
Jan 21, 2025
Micron
▼ 12.29%
3
Sell
Jan 15, 2025
Rivian Automotive
▼ 1.55%
2
Close
Dec 28, 2024
ARK Autonomous Technology & Robotics ETF
▲ 1.37%
2
Sell
Dec 24, 2024
Texas Mineral Resources
10.25%
▼ 10.32%
2
Buy
Dec 18, 2024
TerrAscend Corp
0.21%
▼ 13.79%
1
Buy
Dec 13, 2024
SCYNEXIS
0.44%
▼ 8.13%
1
Buy
Dec 13, 2024
GE Healthcare Technologies Inc
1.66%
▲ 8.42%
1
Buy
Dec 13, 2024
Tesla
3.23%
▼ 9.15%
1
Buy
Dec 13, 2024
Lithium Americas Corp.
3.46%
▼ 7.48%
1
Buy
Dec 13, 2024
GE Vernova Inc.
5.3%
▲ 5.41%
1
Buy
Dec 13, 2024
KKR & Co
5.53%
▲ 6.17%
1
Buy
Dec 13, 2024
GE Aerospace
11.96%
▲ 19.60%
1
Buy
Dec 13, 2024