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New Portfolio - New Portfolio

PerformancePortfolio Details

Mike

New Portfolio
Individual Investor
Ranked #189,541 out of 788,370 TipRanks' Investors
Success Rate
57%
61 out of 107
profitable transactions
Average Return
14.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.13%
6-Month Return▲ 2.94%
12-Month Return▲ 2.53%
YTD Return▲ 7.91%
Total Return▲ 64.51%

Best Trade

AssetStride (LRN)
Opened at
Closed at-
Gain▲ 452.20%

Bio

balanced

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 3.89%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.24%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.85%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 6.17%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 7.18%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 6.70%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 7.67%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 0.22%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.89%
▼ 13.14%▲ 2.34%▼ 0.24%
▲ 2.93%▲ 2.10%▲ 0.85%
▲ 9.99%▼ 0.89%▼ 6.17%
▲ 26.03%▲ 5.96%▲ 7.18%
▲ 5.97%▼ 2.41%▼ 6.70%
▲ 5.25%▲ 2.69%▲ 7.67%
▼ 9.08%▲ 1.42%▲ 0.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SHEL
Shell
5.53%
▲ 65.90%
3
Open
Feb 20, 2025
SHEL
Shell (UK)
―
▲ 1.42%
3
Close
Feb 20, 2025
LMT
Lockheed Martin
2.92%
▲ 2.53%
3
Buy
Feb 14, 2025
FINMY
Leonardo SpA
9.73%
▲ 161.68%
3
Buy
Jan 27, 2025
A4W
Arise AB
1.46%
▼ 3.55%
3
Buy
Jan 21, 2025
VNA
Vonovia
1.78%
▼ 2.20%
1
Open
Jan 03, 2025
BRK.B
Berkshire Hathaway B
6.35%
▲ 8.47%
3
Buy
Dec 25, 2024
UNH
UnitedHealth
3.09%
▼ 7.73%
3
Buy
Dec 09, 2024
WPC
W. P. Carey Inc.
2.04%
▲ 10.87%
1
Open
Dec 09, 2024
PIU0
Proact IT Group AB
1.99%
▲ 17.19%
3
Buy
Dec 02, 2024
GSL
Global Ship Lease
1.65%
▲ 3.85%
1
Open
Dec 02, 2024
PEP
PepsiCo
1.53%
▼ 3.51%
2
Buy
Nov 26, 2024
CABGY
Carlsberg
2.06%
▲ 20.27%
2
Buy
Nov 26, 2024
CNR
Canadian National Railway
1.03%
▼ 1.45%
2
Buy
Nov 21, 2024
VTNRQ
Vertex Energy
―
▼ 95.79%
3
Close
Oct 17, 2024
MCD
McDonald's
3.03%
▲ 15.75%
3
Buy
Jul 11, 2024
9618
JD.com, Inc. Class A
0%
▲ 29.49%
1
Open
May 07, 2024
SBUX
Starbucks
3.33%
▲ 48.25%
3
Buy
May 01, 2024
DTEGY
Deutsche Telekom
4.77%
▲ 96.57%
4
Buy
Apr 30, 2024
CIBR
First Trust NASDAQ Cybersecurity ETF
―
▲ 60.54%
2
Close
Apr 30, 2024