tiprankstipranks

New Portfolio Jan 2025 - New Portfolio

Investing Club

New Portfolio Jan 2025
Individual Investor
Ranked #445,313 out of 793,835 TipRanks' Investors
Success Rate
33%
4 out of 12
profitable transactions
Average Return
-7.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.29%
6-Month Return-
12-Month Return-
YTD Return▼ 9.43%
Total Return▼ 9.43%

Best Trade

Opened at
Closed at-
Gain▲ 15.98%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 26.01%
▲ 5.96%
Nov 2024
▲ 5.33%
▼ 2.41%
Dec 2024
▲ 5.89%
▲ 2.69%
▼ 5.10%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.59%
Feb 2025
▲ 1.87%
▼ 6.20%
▲ 3.29%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 26.01%▲ 5.96%
▲ 5.33%▼ 2.41%
▲ 5.89%▲ 2.69%▼ 5.10%
▼ 12.86%▼ 1.27%▼ 7.59%
▲ 1.87%▼ 6.20%▲ 3.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Dell Technologies
0%
▼ 17.83%
1
Open
Feb 10, 2025
Salesforce
0%
▼ 17.49%
1
Open
Feb 10, 2025
Bitcoin
5.52%
▼ 14.84%
2
Sell
Jan 08, 2025
Nvidia
7.34%
▼ 26.60%
2
Sell
Jan 08, 2025
Vanguard Total Stock Market ETF
18.3%
▼ 6.89%
2
Sell
Jan 08, 2025
Cencora
18.42%
▲ 15.98%
1
Open
Jan 08, 2025
McKesson
22.35%
▲ 13.31%
1
Open
Jan 08, 2025
Utilities Select Sector SPDR Fund
0%
▲ 3.32%
1
Open
Jan 08, 2025
Advanced Micro Devices
6.91%
▼ 20.32%
1
Open
Jan 06, 2025
IShares Bitcoin Trust Registered
3.18%
▼ 18.24%
1
Open
Jan 06, 2025
CrowdStrike Holdings
11.95%
▼ 2.52%
1
Open
Jan 06, 2025
iShares 20+ Year Treasury Bond ETF
6.03%
▲ 4.43%
1
Open
Jan 06, 2025