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New Portfolio - New Portfolio

PerformancePortfolio Details

KeepitSimple

New Portfolio
Individual Investor
Ranked #2,587 out of 765,504 TipRanks' Investors
Success Rate
78%
125 out of 160
profitable transactions
Average Return
117.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.99%
6-Month Return▲ 15.87%
12-Month Return▲ 39.10%
YTD Return▲ 19.63%
Total Return▲ 185.01%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 3292.59%

Bio

Been investing for 25+ years. Keep it simple.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.94%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.47%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.16%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.82%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.15%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.64%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.39%
Oct 2024
▲ 12.58%
▲ 1.42%
▲ 5.40%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.94%
▲ 11.46%▲ 5.06%▲ 3.47%
▼ 2.25%▲ 3.53%▲ 0.16%
▲ 25.72%▲ 1.21%▲ 1.82%
▼ 4.21%▲ 2.34%▲ 0.15%
▲ 7.82%▲ 2.10%▲ 5.64%
▲ 6.02%▼ 0.89%▲ 1.39%
▲ 12.58%▲ 1.42%▲ 5.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AVGO
Broadcom
0.45%
▲ 3.48%
1
Open
Oct 23, 2024
FIS
Fidelity National Info
0.42%
▼ 7.32%
2
Buy
Aug 22, 2024
HAL
Halliburton
0.14%
▲ 176.78%
2
Buy
Aug 22, 2024
EXPE
Expedia
0.85%
▲ 91.62%
2
Buy
Aug 22, 2024
ALGN
Align Tech
1.08%
▲ 6.56%
2
Buy
Aug 22, 2024
UBS
UBS Group AG
0.16%
▲ 146.28%
2
Buy
Aug 22, 2024
RBLX
Roblox
0.26%
▲ 9.54%
2
Buy
Aug 22, 2024
CRWD
CrowdStrike Holdings
1.61%
▲ 50.33%
2
Buy
Aug 22, 2024
XPEV
XPeng, Inc. ADR
0.07%
▲ 6.03%
2
Buy
Aug 22, 2024
VALE
Vale SA
0.05%
▼ 2.30%
2
Buy
Aug 22, 2024
TWLO
Twilio
0.45%
▲ 3.19%
2
Buy
Aug 22, 2024
LVS
Las Vegas Sands
0.25%
▲ 27.60%
2
Buy
Aug 22, 2024
LULU
Lululemon Athletica
1.53%
▲ 6.84%
2
Buy
Aug 22, 2024
LUV
Southwest Airlines
0.15%
▲ 23.70%
2
Buy
Aug 22, 2024
BMY
Bristol-Myers Squibb
0.27%
▲ 10.49%
2
Buy
Aug 22, 2024
TDOC
Teladoc
0.05%
▼ 30.39%
2
Buy
Aug 22, 2024
SPG
Simon Property
0.85%
▲ 160.40%
2
Buy
Aug 22, 2024
FCX
Freeport-McMoRan
0.24%
▲ 320.38%
3
Buy
Aug 22, 2024
IVZ
Invesco
0.09%
▲ 108.89%
2
Buy
Aug 22, 2024
USFD
US Foods Holding
0.32%
▲ 144.23%
2
Buy
Aug 22, 2024