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New Portfolio - New Portfolio

PerformancePortfolio Details

Mike

New Portfolio
Individual Investor
Ranked #293,842 out of 781,107 TipRanks' Investors
Success Rate
52%
54 out of 103
profitable transactions
Average Return
9.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.74%
6-Month Return▼ 1.63%
12-Month Return▲ 3.45%
YTD Return▲ 5.18%
Total Return▲ 59.10%

Best Trade

AssetStride (LRN)
Opened at
Closed at-
Gain▲ 369.60%

Bio

balanced

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 5.00%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.89%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.24%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.85%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 6.17%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.18%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 7.42%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 5.18%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 5.00%
▲ 8.13%▲ 1.21%▲ 3.89%
▼ 13.14%▲ 2.34%▼ 0.24%
▲ 2.93%▲ 2.10%▲ 0.85%
▲ 10.00%▼ 0.89%▼ 6.17%
▲ 26.04%▲ 5.96%▲ 7.18%
▲ 5.93%▼ 2.41%▼ 7.42%
▲ 6.90%▲ 1.96%▲ 5.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SHEL
Shell (UK)
7.73%
▲ 1.79%
2
Buy
Jan 06, 2025
VNA
Vonovia
1.91%
▼ 1.96%
1
Open
Jan 03, 2025
BRK.B
Berkshire Hathaway B
6.74%
▲ 6.02%
3
Buy
Dec 25, 2024
UNH
UnitedHealth
3.77%
▲ 0.84%
3
Buy
Dec 09, 2024
WPC
W. P. Carey Inc.
2.04%
▲ 0.34%
1
Open
Dec 09, 2024
PIU0
Proact IT Group AB
1.87%
▲ 2.52%
3
Buy
Dec 02, 2024
GSL
Global Ship Lease
1.69%
▼ 1.97%
1
Open
Dec 02, 2024
PEP
PepsiCo
1.6%
▼ 6.81%
2
Buy
Nov 26, 2024
CABGY
Carlsberg
1.83%
▼ 5.65%
2
Buy
Nov 26, 2024
CNR
Canadian National Railway
1.11%
▼ 1.24%
2
Buy
Nov 21, 2024
VTNRQ
Vertex Energy
―
▼ 95.79%
3
Close
Oct 17, 2024
MCD
McDonald's
3.05%
▲ 6.69%
3
Buy
Jul 11, 2024
9618
JD.com, Inc. Class A
0%
▲ 26.12%
1
Open
May 07, 2024
SBUX
Starbucks
3.17%
▲ 25.52%
3
Buy
May 01, 2024
DTEGY
Deutsche Telekom
4.54%
▲ 70.05%
4
Buy
Apr 30, 2024
CIBR
First Trust NASDAQ Cybersecurity ETF
―
▲ 60.54%
2
Close
Apr 30, 2024
BTI
British American Tobacco
2.64%
▲ 43.67%
2
Buy
Apr 30, 2024
SBS
Companhia De Saneamento
2.26%
▲ 49.54%
2
Buy
Apr 30, 2024
NFLX
Netflix
3.13%
▲ 194.17%
2
Buy
Apr 30, 2024
SHEL
Shell
―
▲ 99.58%
2
Close
Apr 30, 2024