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Holdings - New Portfolio

Bonjour

Holdings
Individual Investor
Ranked #29,360 out of 768,736 TipRanks' Investors
Success Rate
74%
478 out of 646
profitable transactions
Average Return
27.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.58%
6-Month Return▲ 7.39%
12-Month Return▲ 26.53%
YTD Return▲ 16.67%
Total Return▲ 133.27%

Best Trade

Opened at
Closed at-
Gain▲ 477.49%

Bio

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Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.19%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.11%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.64%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.57%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.41%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.72%
Oct 2024
▲ 22.27%
▲ 3.43%
▲ 5.03%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.61%
▲ 11.46%▲ 5.06%▲ 4.19%
▼ 2.25%▲ 3.53%▼ 0.11%
▲ 25.72%▲ 1.21%▲ 2.64%
▼ 4.22%▲ 2.34%▼ 0.57%
▲ 7.82%▲ 2.10%▲ 1.41%
▲ 5.70%▼ 0.89%▲ 0.72%
▲ 22.27%▲ 3.43%▲ 5.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
9.36%
▲ 50.30%
30
Buy
Nov 15, 2024
Exxon Mobil
0%
▲ 12.45%
4
Sell
Nov 15, 2024
Taiwan Semiconductor Manufacturing
3.47%
▲ 35.92%
5
Buy
Nov 07, 2024
Devon Energy
8.09%
▲ 15.16%
35
Buy
Nov 05, 2024
CVS Health
0%
▲ 4.91%
36
Sell
Nov 05, 2024
Pfizer
3.73%
▼ 10.69%
26
Buy
Nov 04, 2024
Fidelity Select Semiconductors Portfolio
0.26%
▲ 27.32%
17
Buy
Oct 28, 2024
T. Rowe Price Dividend Growth Fund, Inc.
0.53%
▲ 17.73%
17
Buy
Oct 28, 2024
Baron Focused Growth Fund Retail Shs
0.68%
▲ 17.81%
6
Buy
Oct 28, 2024
T. Rowe Price All-Cap Opportunities Fund
2.02%
▲ 5.32%
5
Buy
Oct 28, 2024
Nvidia
0%
▲ 68.62%
8
Sell
Oct 07, 2024
Mobileye Global, Inc. Class A
0%
▲ 35.38%
2
Sell
Oct 07, 2024
Flagstar Financial
0%
▼ 43.12%
10
Sell
Oct 04, 2024
Uber Technologies
0.64%
▲ 0.90%
3
Sell
Sep 25, 2024
3M
2.37%
▲ 27.85%
5
Sell
Sep 24, 2024
Invesco S&P 500 Momentum ETF
0.11%
▲ 3.80%
1
Open
Sep 24, 2024
Invesco QQQ Trust
0.09%
▲ 3.73%
1
Open
Sep 24, 2024
Schlumberger
1.4%
▲ 7.07%
51
Buy
Sep 10, 2024
Cisco Systems
1.06%
▲ 47.59%
7
Sell
Aug 09, 2024
Johnson & Johnson
0%
▲ 3.10%
4
Sell
Aug 02, 2024