Brokerage Account - 6571 - New Portfolio

bmpinvest@gmail.com

Brokerage Account - 6571
Individual Investor
Ranked #624,075 out of 761,625 TipRanks' Investors
Success Rate
26%
22 out of 86
profitable transactions
Average Return
-29.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.07%
6-Month Return▲ 18.87%
12-Month Return▼ 11.32%
YTD Return▼ 17.32%
Total Return▼ 36.81%

Best Trade

Opened at
Closed at-
Gain▲ 95.17%

Bio

Personal Investment

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▼ 18.45%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 6.12%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.99%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.93%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.25%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.91%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 5.09%
Sep 2024
▲ 10.14%
▲ 1.49%
▼ 1.43%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▼ 18.45%
▼ 12.40%▼ 4.03%▲ 6.12%
▲ 11.46%▲ 5.06%▲ 8.99%
▼ 2.25%▲ 3.53%▼ 5.93%
▲ 25.72%▲ 1.21%▲ 7.25%
▼ 4.21%▲ 2.34%▲ 0.91%
▲ 7.81%▲ 2.10%▲ 5.09%
▲ 10.14%▲ 1.49%▼ 1.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class C
▼ 2.59%
9
Close
Sep 01, 2023
Digital Turbine
0.02%
▼ 88.98%
3
Buy
Aug 12, 2023
PayPal Holdings
0.81%
▼ 57.21%
3
Buy
Aug 12, 2023
Tesla
3.4%
▼ 26.32%
5
Buy
Aug 12, 2023
Eaton Vance Tax-Advantaged Dividend Income Fund
0.41%
▼ 21.74%
3
Buy
Aug 12, 2023
Amazon
18.67%
▼ 23.30%
4
Buy
Aug 12, 2023
Meta Platforms
48.28%
▼ 12.33%
7
Buy
Aug 12, 2023
Micron
12.97%
▲ 16.51%
3
Buy
Aug 12, 2023
Allakos
0.05%
▼ 71.91%
3
Buy
Aug 12, 2023
Nio
0.86%
▼ 38.89%
9
Buy
Aug 12, 2023
Global X Cybersecurity ETF
0.3%
▼ 14.49%
3
Buy
Aug 12, 2023
Rivian Automotive
0.38%
▼ 89.03%
3
Buy
Aug 12, 2023
Warner Bros
0.02%
▼ 43.91%
11
Buy
Aug 12, 2023
Lucid Group
4.5%
▼ 79.64%
16
Buy
Aug 12, 2023
Fisker
0%
▼ 64.17%
3
Buy
Aug 12, 2023
Energy Transfer
0.2%
▲ 7.54%
3
Buy
Aug 12, 2023
Vanguard S&P 500 ETF
▼ 6.85%
2
Close
Mar 21, 2023
Invesco QQQ Trust
▼ 7.52%
2
Sell
Mar 21, 2023
SPDR S&P 500 ETF Trust
▼ 3.80%
3
Close
Mar 21, 2023
Nvidia
▼ 8.89%
6
Sell
Mar 21, 2023