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New Portfolio - New Portfolio

Mike

New Portfolio
Individual Investor
Ranked #350,765 out of 775,923 TipRanks' Investors
Success Rate
49%
49 out of 100
profitable transactions
Average Return
7.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.79%
6-Month Return▼ 3.12%
12-Month Return▼ 6.92%
YTD Return▼ 8.21%
Total Return▲ 51.84%

Best Trade

Opened at
Closed at-
Gain▲ 358.19%

Bio

balanced

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.60%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.00%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.89%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.24%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.85%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 6.08%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.18%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 7.16%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.60%
▼ 2.25%▲ 3.53%▼ 5.00%
▲ 25.71%▲ 1.21%▲ 3.89%
▼ 4.22%▲ 2.34%▼ 0.24%
▲ 7.82%▲ 2.10%▲ 0.85%
▲ 5.38%▼ 0.89%▼ 6.08%
▲ 43.22%▲ 5.96%▲ 7.18%
▲ 3.34%▼ 1.56%▼ 7.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UnitedHealth
4.01%
▼ 1.06%
3
Buy
Dec 09, 2024
W. P. Carey Inc.
2.18%
▼ 4.00%
1
Open
Dec 09, 2024
Proact IT Group AB
2.14%
▲ 4.35%
3
Buy
Dec 02, 2024
Global Ship Lease
1.88%
▼ 2.61%
1
Open
Dec 02, 2024
PepsiCo
1.84%
▼ 3.95%
2
Buy
Nov 26, 2024
Carlsberg
1.9%
▼ 7.31%
2
Buy
Nov 26, 2024
Canadian National Railway
1.22%
▼ 3.18%
2
Buy
Nov 21, 2024
Berkshire Hathaway B
3.64%
▲ 4.66%
2
Buy
Oct 20, 2024
Vertex Energy
▼ 95.79%
3
Close
Oct 17, 2024
McDonald's
3.52%
▲ 11.14%
3
Buy
Jul 11, 2024
JD.com, Inc. Class A
0%
▲ 10.10%
1
Open
May 07, 2024
Starbucks
3.18%
▲ 16.07%
3
Buy
May 01, 2024
Deutsche Telekom
4.83%
▲ 64.21%
4
Buy
Apr 30, 2024
First Trust NASDAQ Cybersecurity ETF
▲ 60.54%
2
Close
Apr 30, 2024
British American Tobacco
2.91%
▲ 43.44%
2
Buy
Apr 30, 2024
Companhia De Saneamento
2.3%
▲ 40.44%
2
Buy
Apr 30, 2024
Netflix
3.65%
▲ 211.64%
2
Buy
Apr 30, 2024
Shell
▲ 95.21%
2
Close
Apr 30, 2024
Huya
0.24%
▼ 43.31%
2
Buy
Apr 30, 2024
Nomad Foods
1.21%
▼ 19.27%
2
Buy
Apr 30, 2024