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New Portfolio - New Portfolio

Mike

New Portfolio
Individual Investor
Ranked #152,410 out of 747,498 TipRanks' Investors
Success Rate
61%
54 out of 89
profitable transactions
Average Return
7.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.48%
6-Month Return▲ 4.50%
12-Month Return▲ 1.74%
YTD Return▼ 2.84%
Total Return▲ 60.72%

Best Trade

Opened at
Closed at-
Gain▲ 240.70%

Bio

balanced

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 9.95%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 5.77%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.55%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.89%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.79%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.60%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.93%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 3.31%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 9.95%
▼ 1.87%▲ 1.59%▼ 5.77%
▲ 14.08%▲ 5.22%▲ 2.55%
▲ 5.05%▲ 3.27%▲ 3.89%
▼ 12.40%▼ 4.03%▼ 5.79%
▲ 11.46%▲ 5.06%▲ 4.60%
▼ 2.25%▲ 3.53%▼ 4.93%
▲ 25.65%▲ 0.88%▲ 3.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
McDonald's
3.57%
▼ 3.45%
3
Buy
Jul 11, 2024
Berkshire Hathaway B
2%
▲ 7.07%
1
Open
Jul 03, 2024
JD.com, Inc. Class A
0%
▼ 17.71%
1
Open
May 07, 2024
Starbucks
3.19%
▲ 3.33%
3
Buy
May 01, 2024
Deutsche Telekom
4.87%
▲ 43.85%
4
Buy
Apr 30, 2024
First Trust NASDAQ Cybersecurity ETF
▲ 60.54%
2
Close
Apr 30, 2024
British American Tobacco
3.07%
▲ 26.23%
2
Buy
Apr 30, 2024
Companhia De Saneamento
2.89%
▲ 48.36%
2
Buy
Apr 30, 2024
Netflix
3%
▲ 117.12%
2
Buy
Apr 30, 2024
Shell
▲ 102.53%
2
Close
Apr 30, 2024
Huya
0.4%
▼ 38.16%
2
Buy
Apr 30, 2024
Nomad Foods
1.48%
▼ 14.88%
2
Buy
Apr 30, 2024
Leonardo SpA
4.61%
▲ 124.40%
2
Buy
Apr 30, 2024
Verizon
1.44%
▲ 3.41%
2
Buy
Apr 30, 2024
Microsoft
6.1%
▲ 34.51%
2
Buy
Apr 30, 2024
Baidu
0.42%
▼ 32.38%
2
Buy
Apr 30, 2024
Invesco Global Clean Energy ETF
▼ 40.74%
2
Close
Apr 30, 2024
Skyworks Solutions
2.16%
▼ 8.06%
2
Buy
Apr 30, 2024
Plug Power
0.2%
▼ 40.30%
2
Buy
Apr 30, 2024
Clean Energy Fuels
1.19%
▲ 5.96%
2
Buy
Apr 30, 2024