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My Holding - New Portfolio

Steven W

My Holding
Individual Investor
Ranked #38,441 out of 747,498 TipRanks' Investors
Success Rate
56%
25 out of 45
profitable transactions
Average Return
80.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.97%
6-Month Return▲ 54.45%
12-Month Return▲ 78.50%
YTD Return▲ 66.25%
Total Return▲ 190.08%

Best Trade

Opened at
Closed at-
Gain▲ 561.49%

Bio

My investment portfolio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 4.41%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 6.03%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 15.31%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.40%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.21%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 15.88%
May 2024
▼ 2.25%
▲ 3.53%
▲ 11.64%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 1.87%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.41%
▼ 1.87%▲ 1.59%▲ 6.03%
▲ 14.08%▲ 5.22%▲ 15.31%
▲ 5.05%▲ 3.27%▲ 3.40%
▼ 12.40%▼ 4.03%▼ 0.21%
▲ 11.46%▲ 5.06%▲ 15.88%
▼ 2.25%▲ 3.53%▲ 11.64%
▲ 25.65%▲ 0.88%▲ 1.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GraniteShares 1.5x Long NVDA Daily ETF
0.44%
▼ 15.16%
1
Open
Jul 11, 2024
Tesla
8.45%
▲ 2.74%
11
Sell
Jul 09, 2024
Nvidia
69.41%
▲ 358.68%
14
Buy
Jul 09, 2024
Apple
▲ 35.02%
7
Close
Jul 09, 2024
Alphabet Class C
4.22%
▲ 13.76%
3
Buy
Jul 09, 2024
Microsoft
3.09%
▼ 4.88%
1
Open
Jul 09, 2024
Novo Nordisk
12.39%
▼ 6.33%
1
Open
Jul 09, 2024
Vertiv Holdings
2.01%
▼ 8.03%
1
Open
Jul 09, 2024
Visa
▲ 7.57%
3
Close
May 30, 2023
UnitedHealth
▼ 0.64%
2
Close
Jan 26, 2023
Salesforce
▼ 36.56%
4
Close
Jan 11, 2023
SmartCentres Real Estate Investment Trust
▼ 18.21%
6
Close
Sep 26, 2022
Canadian Natural
▲ 32.05%
2
Close
May 10, 2022
Suncor Energy
▲ 43.69%
3
Close
May 10, 2022
Invesco QQQ Trust
▼ 22.27%
3
Close
Apr 29, 2022
iShares U.S. Financials ETF
▼ 13.26%
6
Close
Apr 29, 2022
Royal Bank Of Canada
▲ 2.66%
2
Close
Apr 13, 2022
Enbridge
▲ 20.58%
2
Close
Apr 11, 2022
Tilray
0.00%
2
Close
Dec 27, 2021