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Holdings - New Portfolio

Bonjour

Holdings
Individual Investor
Ranked #41,184 out of 775,923 TipRanks' Investors
Success Rate
70%
466 out of 665
profitable transactions
Average Return
25.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.73%
6-Month Return▲ 8.36%
12-Month Return▲ 14.05%
YTD Return▲ 13.99%
Total Return▲ 127.92%

Best Trade

Opened at
Closed at-
Gain▲ 506.43%

Bio

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Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.19%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.11%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.64%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.57%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.41%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 0.67%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 9.98%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 6.64%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.19%
▼ 2.25%▲ 3.53%▼ 0.11%
▲ 25.71%▲ 1.21%▲ 2.64%
▼ 4.22%▲ 2.34%▼ 0.57%
▲ 7.82%▲ 2.10%▲ 1.41%
▲ 5.38%▼ 0.89%▲ 0.67%
▲ 43.22%▲ 5.96%▲ 9.98%
▲ 3.34%▼ 1.56%▼ 6.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
10.72%
▲ 66.25%
21
Buy
Dec 19, 2024
Schlumberger
1.62%
▲ 1.99%
52
Buy
Dec 19, 2024
Home Depot
2.66%
▲ 27.50%
6
Buy
Dec 19, 2024
Merck & Company
1.79%
▼ 1.48%
1
Open
Dec 19, 2024
Devon Energy
3.6%
▲ 5.03%
37
Sell
Dec 18, 2024
Nvidia
4.93%
▲ 37.93%
11
Buy
Dec 18, 2024
Uber Technologies
0%
▼ 11.36%
4
Sell
Dec 12, 2024
Celsius Holdings
0.49%
▼ 15.04%
1
Open
Dec 12, 2024
Dow Inc
0.73%
▼ 0.74%
13
Buy
Dec 11, 2024
Broadcom
0%
▲ 36.22%
2
Sell
Dec 11, 2024
Fidelity Select Semiconductors Portfolio
0.29%
▲ 23.63%
18
Buy
Dec 10, 2024
T. Rowe Price Dividend Growth Fund, Inc.
0.56%
▲ 10.13%
18
Buy
Dec 10, 2024
Baron Focused Growth Fund Retail Shs
0.74%
▲ 23.21%
7
Buy
Dec 10, 2024
T. Rowe Price All-Cap Opportunities Fund
2.1%
▼ 4.03%
6
Buy
Dec 10, 2024
Amazon
6.17%
▲ 65.22%
31
Sell
Dec 09, 2024
Bank of America
1.62%
▲ 35.02%
33
Sell
Dec 03, 2024
Pfizer
5.07%
▼ 4.90%
29
Buy
Dec 03, 2024
3M
4.73%
▲ 21.35%
6
Buy
Dec 03, 2024
Invitation Homes
0%
▼ 6.43%
2
Sell
Dec 02, 2024
Taiwan Semiconductor Manufacturing
0%
▲ 41.68%
6
Sell
Nov 27, 2024