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Holdings - New Portfolio
Bonjour
HoldingsIndividual Investor
Ranked #22,362 out of 747,498 TipRanks' Investors
Success Rate
466 out of 620
profitable transactions
profitable transactions
Average Return
23.57%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.54%
6-Month Return▲ 10.53%
12-Month Return▲ 20.03%
YTD Return▲ 8.92%
Total Return▲ 117.78%
Best Trade
Bio
Let the fun begin
Performance
25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 7.48%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.08%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.15%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.26%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.19%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.11%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 2.22%
Jul 2024
▲ 5.14%▲ 4.57%▲ 7.48%
▼ 1.87%▲ 1.59%▼ 2.08%
▲ 14.08%▲ 5.22%▲ 3.15%
▲ 5.05%▲ 3.27%▲ 6.26%
▼ 12.40%▼ 4.03%▼ 4.61%
▲ 11.46%▲ 5.06%▲ 4.19%
▼ 2.25%▲ 3.53%▼ 0.11%
▲ 25.65%▲ 0.88%▲ 2.22%
Recent Activity
CrowdStrike Holdings
0%
▼ 4.96%
2
Sell
Jul 20, 2024
Shopify
0%
▲ 1.31%
7
Sell
Jul 18, 2024
ServiceNow
0%
▲ 7.50%
2
Sell
Jul 18, 2024
3M
2.62%
▲ 2.54%
4
Buy
Jul 15, 2024
NY Community
0.75%
▼ 41.67%
9
Sell
Jul 12, 2024
Schlumberger
1.3%
▲ 11.70%
50
Buy
Jul 10, 2024
T. Rowe Price Dividend Growth Fund, Inc.
0.33%
▲ 15.24%
15
Sell
Jul 10, 2024
T. Rowe Price All-Cap Opportunities Fund
1.46%
▼ 0.16%
3
Buy
Jul 10, 2024
Bank of America
4.33%
▲ 32.48%
32
Sell
Jul 09, 2024
Vanguard Dividend Appreciation ETF
0%
▲ 4.14%
3
Sell
Jul 09, 2024
Palantir Technologies
0%
▲ 22.75%
7
Sell
Jul 01, 2024
T. Rowe Price Blue Chip Growth Fund, Inc.
0%
▲ 27.20%
30
Sell
Jun 12, 2024
Baron Focused Growth Fund Retail Shs
0.52%
▲ 4.39%
4
Buy
Jun 12, 2024
Truist Financial
1.71%
▲ 36.26%
6
Buy
Jun 10, 2024
Accenture
0%
▲ 14.64%
1
Open
Jun 07, 2024
Uber Technologies
0.68%
▼ 2.89%
1
Open
Jun 07, 2024
RXO, Inc.
―
▲ 18.61%
3
Close
Jun 05, 2024
GXO Logistics
0%
▲ 6.57%
1
Open
Jun 05, 2024
CyberArk Software
0%
▲ 10.82%
2
Sell
May 31, 2024
Pfizer
5.5%
▲ 3.75%
20
Buy
May 30, 2024