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New Portfolio - New Portfolio

PerformancePortfolio Details

UDY0243

New Portfolio
Individual Investor
Ranked #214,136 out of 756,513 TipRanks' Investors
Success Rate
57%
21 out of 37
profitable transactions
Average Return
15.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.16%
6-Month Return▲ 2.36%
12-Month Return▲ 6.38%
YTD Return▼ 9.09%
Total Return▼ 52.05%

Best Trade

AssetBridgeBio P... (BBIO)
Opened at
Closed at
Gain▲ 222.23%

Bio

Hola

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 0.92%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.20%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 12.10%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.95%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.93%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 8.39%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 1.92%
Aug 2024
▼ 0.96%
▼ 0.30%
▼ 0.70%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 0.92%
▲ 5.05%▲ 3.27%▲ 5.20%
▼ 12.40%▼ 4.03%▼ 12.10%
▲ 11.46%▲ 5.06%▲ 3.95%
▼ 2.25%▲ 3.53%▼ 0.93%
▲ 25.76%▲ 1.21%▲ 8.39%
▼ 4.21%▲ 2.34%▼ 1.92%
▼ 0.96%▼ 0.30%▼ 0.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MS
Morgan Stanley
3.13%
▲ 27.18%
1
Open
Oct 02, 2023
DKNG
DraftKings
3.13%
▼ 19.58%
3
Open
Sep 01, 2023
BBIO
BridgeBio Pharma
―
▲ 222.23%
2
Close
Sep 01, 2023
RIVN
Rivian Automotive
―
▲ 29.14%
2
Close
Sep 01, 2023
MANU
Manchester United
―
▲ 4.55%
2
Close
Sep 01, 2023
MRVL
Marvell
3.13%
▲ 29.02%
1
Open
Sep 01, 2023
SQ
Block
3.13%
▲ 10.01%
1
Open
Sep 01, 2023
RBLX
Roblox
3.13%
▲ 61.29%
1
Open
Sep 01, 2023
TWLO
Twilio
3.13%
▼ 9.11%
1
Open
Sep 01, 2023
SE
Sea
3.13%
▲ 110.75%
1
Open
Sep 01, 2023
WBA
Walgreens Boots Alliance
3.13%
▼ 57.75%
1
Open
Sep 01, 2023
PARA
Paramount Global Class B
3.13%
▼ 21.69%
1
Open
Sep 01, 2023
CIO
City Office REIT
3.13%
▲ 34.24%
1
Open
Sep 01, 2023
CMA
Comerica
3.13%
▲ 26.73%
1
Open
Sep 01, 2023
TDOC
Teladoc
3.13%
▼ 64.63%
1
Open
Sep 01, 2023
DIS
Walt Disney
3.13%
▲ 11.28%
1
Open
Sep 01, 2023
USB
US Bancorp
3.13%
▲ 26.52%
1
Open
Sep 01, 2023
INTC
Intel
3.13%
▼ 45.40%
1
Open
Sep 01, 2023
HBI
Hanesbrands
3.13%
▲ 28.76%
1
Open
Sep 01, 2023
COIN
Coinbase Global
3.13%
▲ 109.07%
1
Open
Sep 01, 2023