New Portfolio - New Portfolio

D41D8CD9

New Portfolio
Individual Investor
Ranked #366,648 out of 753,381 TipRanks' Investors
Success Rate
42%
8 out of 19
profitable transactions
Average Return
7.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.37%
6-Month Return▲ 2.27%
12-Month Return▲ 10.89%
YTD Return▼ 1.25%
Total Return▲ 8.67%

Best Trade

Opened at
Closed at-
Gain▲ 161.35%

Bio

Investment profile

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▼ 7.35%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.47%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.41%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 10.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.89%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.72%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 6.96%
Jul 2024
▼ 5.09%
▲ 0.98%
▲ 3.03%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▼ 7.35%
▲ 14.08%▲ 5.22%▲ 3.47%
▲ 5.05%▲ 3.27%▲ 2.41%
▼ 12.40%▼ 4.03%▼ 10.61%
▲ 11.46%▲ 5.06%▲ 3.89%
▼ 2.25%▲ 3.53%▼ 1.72%
▲ 25.76%▲ 1.21%▲ 6.96%
▼ 5.09%▲ 0.98%▲ 3.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Splunk
▲ 2.87%
2
Close
Mar 15, 2024
Physicians Realty
▼ 27.77%
2
Close
Feb 29, 2024
Healthpeak Properties
0%
▲ 38.15%
1
Open
Feb 29, 2024
Activision Blizzard
▼ 2.28%
2
Close
Oct 12, 2023
loanDepot
100%
▼ 83.37%
1
Open
Mar 25, 2021
Rocket Companies
0%
▼ 0.53%
1
Open
Mar 24, 2021
Snowflake
0%
▼ 49.63%
1
Open
Mar 12, 2021
Zevra Therapeutics
0%
▼ 28.06%
1
Open
Mar 11, 2021
AMC Entertainment
0%
▼ 91.13%
1
Open
Mar 09, 2021
Raytheon Technologies
0%
▲ 75.43%
1
Open
Feb 23, 2021
Chevron
0%
▲ 88.81%
1
Open
Feb 08, 2021
Beyond Inc
0%
▼ 88.88%
1
Open
Feb 08, 2021
Exxon Mobil
0%
▲ 161.35%
1
Open
Feb 08, 2021
CVS Health
0%
▼ 10.82%
1
Open
Feb 08, 2021
Pfizer
0%
▼ 3.78%
1
Open
Feb 08, 2021
Apple
0%
▲ 69.00%
1
Open
Feb 08, 2021
Walgreens Boots Alliance
0%
▼ 74.78%
1
Open
Feb 08, 2021
BP
0%
▲ 81.66%
1
Open
Feb 08, 2021
Microsoft
0%
▲ 77.47%
1
Open
Feb 08, 2021