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New Portfolio - New Portfolio

PerformancePortfolio Details

KeepitSimple

New Portfolio
Individual Investor
Ranked #3,747 out of 775,913 TipRanks' Investors
Success Rate
75%
121 out of 161
profitable transactions
Average Return
108.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.04%
6-Month Return▲ 15.48%
12-Month Return▲ 19.97%
YTD Return▲ 19.67%
Total Return▲ 185.08%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 3038.40%

Bio

Been investing for 25+ years. Keep it simple.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.47%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.16%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.81%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.16%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.64%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 1.38%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.87%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.27%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.47%
▼ 2.25%▲ 3.53%▲ 0.16%
▲ 25.71%▲ 1.21%▲ 1.81%
▼ 4.22%▲ 2.34%▲ 0.16%
▲ 7.82%▲ 2.10%▲ 5.64%
▲ 5.38%▼ 0.89%▲ 1.38%
▲ 43.22%▲ 5.96%▲ 7.87%
▲ 3.34%▼ 1.56%▼ 2.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SMCI
Super Micro Computer
0.07%
▲ 23.98%
1
Open
Nov 07, 2024
AVGO
Broadcom
0.52%
▲ 27.25%
1
Open
Oct 23, 2024
FIS
Fidelity National Info
0.38%
▼ 12.29%
2
Buy
Aug 22, 2024
HAL
Halliburton
0.12%
▲ 135.67%
2
Buy
Aug 22, 2024
EXPE
Expedia
0.86%
▲ 106.00%
2
Buy
Aug 22, 2024
ALGN
Align Tech
0.98%
▲ 0.02%
2
Buy
Aug 22, 2024
UBS
UBS Group AG
0.14%
▲ 122.12%
2
Buy
Aug 22, 2024
RBLX
Roblox
0.28%
▲ 24.47%
2
Buy
Aug 22, 2024
CRWD
CrowdStrike Holdings
1.69%
▲ 70.20%
2
Buy
Aug 22, 2024
XPEV
XPeng, Inc. ADR
0.06%
▲ 8.96%
2
Buy
Aug 22, 2024
VALE
Vale SA
0.04%
▼ 18.91%
2
Buy
Aug 22, 2024
TWLO
Twilio
0.5%
▲ 23.34%
2
Buy
Aug 22, 2024
LVS
Las Vegas Sands
0.24%
▲ 31.50%
2
Buy
Aug 22, 2024
LULU
Lululemon Athletica
1.77%
▲ 29.46%
2
Buy
Aug 22, 2024
LUV
Southwest Airlines
0.16%
▲ 31.15%
2
Buy
Aug 22, 2024
BMY
Bristol-Myers Squibb
0.27%
▲ 14.59%
2
Buy
Aug 22, 2024
TDOC
Teladoc
0.04%
▼ 30.39%
2
Buy
Aug 22, 2024
SPG
Simon Property
0.8%
▲ 160.37%
2
Buy
Aug 22, 2024
FCX
Freeport-McMoRan
0.18%
▲ 248.54%
3
Buy
Aug 22, 2024
IVZ
Invesco
0.08%
▲ 97.01%
2
Buy
Aug 22, 2024