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DAY -9670 - New Portfolio

WSHEP

DAY -9670
Individual Investor
Ranked #370,310 out of 795,672 TipRanks' Investors
Success Rate
13%
11 out of 86
profitable transactions
Average Return
-1.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.63%
6-Month Return-
12-Month Return-
YTD Return▲ 4.65%
Total Return▼ 0.97%

Best Trade

Opened at
Closed at-
Gain▲ 708.74%

Bio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 25.98%
▲ 5.96%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 5.37%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 4.92%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.68%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.59%
Mar 2025
▼ 7.29%
▼ 4.55%
▲ 5.23%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 25.98%▲ 5.96%
▲ 5.34%▼ 2.41%▼ 5.37%
▲ 5.99%▲ 2.69%▲ 4.92%
▼ 12.86%▼ 1.27%▼ 3.68%
▼ 1.80%▼ 5.57%▼ 1.59%
▼ 7.29%▼ 4.55%▲ 5.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Wasatch Core Growth Fund
1.64%
▼ 15.98%
18
Buy
Apr 08, 2025
William Blair International Leaders Fd N
3.13%
▼ 8.61%
19
Buy
Apr 08, 2025
Parnassus Core Equity Fund-Investor Shares
5.08%
▲ 11.00%
18
Buy
Apr 08, 2025
Texas Mineral Resources
32.3%
▲ 93.97%
5
Buy
Mar 19, 2025
Grindr
▲ 11.45%
2
Close
Mar 18, 2025
Dell Technologies
16.03%
▼ 23.14%
6
Buy
Jan 28, 2025
Nvidia
12.27%
▲ 47.36%
2
Buy
Jan 28, 2025
Trulieve Cannabis
2.03%
▼ 31.36%
3
Buy
Jan 22, 2025
Advanced Micro Devices
2%
▼ 22.42%
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
TerrAscend Corp
0.09%
▼ 58.95%
1
Buy
Dec 13, 2024
SCYNEXIS
0.34%
▼ 12.81%
1
Buy
Dec 13, 2024
GE Healthcare Technologies Inc
1.04%
▼ 20.54%
1
Buy
Dec 13, 2024
Tesla
1.78%
▼ 41.08%
1
Buy
Dec 13, 2024
Lithium Americas Corp.
2.72%
▼ 15.26%
1
Buy
Dec 13, 2024
GE Vernova Inc.
3.89%
▼ 3.83%
1
Buy
Dec 13, 2024
KKR & Co
2.98%
▼ 34.16%
1
Buy
Dec 13, 2024
GE Aerospace
9.44%
▲ 11.73%
1
Buy
Dec 13, 2024