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INDIVIDUAL - Trade - New Portfolio

Norbert

INDIVIDUAL - Trade
Individual Investor
Ranked #324,189 out of 793,835 TipRanks' Investors
Success Rate
49%
37 out of 76
profitable transactions
Average Return
8.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.94%
6-Month Return▲ 4.22%
12-Month Return-
YTD Return▼ 10.09%
Total Return▲ 31.99%

Best Trade

Opened at
Closed at-
Gain▲ 181.99%

Bio

Performance

29.44%0-29.44%
▼ 13.14%
▲ 2.34%
▲ 19.54%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 22.81%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 6.94%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 29.44%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.77%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 1.48%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.81%
Feb 2025
▲ 1.87%
▼ 6.20%
▼ 5.94%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 19.54%
▲ 2.93%▲ 2.10%▲ 22.81%
▲ 10.00%▼ 0.89%▼ 6.94%
▲ 26.01%▲ 5.96%▲ 29.44%
▲ 5.33%▼ 2.41%▼ 3.77%
▲ 5.89%▲ 2.69%▲ 1.48%
▼ 12.86%▼ 1.27%▼ 5.81%
▲ 1.87%▼ 6.20%▼ 5.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bank of America
5.07%
▲ 23.09%
3
Buy
Mar 29, 2025
REX AI Equity Premium Income ETF
5.03%
▼ 8.43%
2
Buy
Mar 29, 2025
Visa
▲ 1.41%
4
Sell
Mar 20, 2025
Alphabet Class A
18.67%
▼ 5.49%
4
Buy
Mar 18, 2025
Flagstar Financial
1.4%
▲ 13.93%
2
Buy
Mar 18, 2025
Broadcom
20.63%
▼ 12.04%
1
Buy
Mar 17, 2025
Wells Fargo
▲ 94.17%
2
Close
Feb 26, 2025
Tempus AI, Inc. Class A
▲ 43.90%
3
Sell
Feb 23, 2025
Palantir Technologies
0.52%
▲ 181.99%
3
Sell
Feb 22, 2025
Vertiv Holdings
▼ 13.97%
5
Close
Feb 21, 2025
ASML Holding
▲ 2.29%
3
Close
Feb 20, 2025
CrowdStrike Holdings
▲ 67.70%
5
Close
Feb 20, 2025
Lucid Group
▼ 7.32%
3
Close
Feb 20, 2025
Rivian Automotive
▼ 4.95%
2
Close
Feb 20, 2025
Super Micro Computer
4.17%
▼ 20.78%
4
Buy
Feb 19, 2025
Advanced Micro Devices
12.46%
▼ 6.38%
2
Buy
Feb 19, 2025
Applied Digital Corporation
▲ 29.39%
5
Sell
Feb 13, 2025
Apple
▲ 58.38%
2
Sell
Feb 13, 2025
Medtronic
▲ 12.77%
2
Sell
Feb 13, 2025
Sunnova Energy International
▼ 39.77%
3
Close
Feb 13, 2025