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New Portfolio - New Portfolio

Renu

New Portfolio
Individual Investor
Ranked #279,874 out of 793,704 TipRanks' Investors
Success Rate
53%
36 out of 68
profitable transactions
Average Return
9.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.06%
6-Month Return▼ 1.84%
12-Month Return▲ 10.60%
YTD Return▼ 8.51%
Total Return▲ 70.30%

Best Trade

Opened at
Closed at-
Gain▲ 166.84%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.06%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.07%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.65%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.81%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 1.00%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 3.36%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.77%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 6.06%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 0.06%
▲ 2.93%▲ 2.10%▲ 1.07%
▲ 10.00%▼ 0.89%▲ 1.65%
▲ 26.01%▲ 5.96%▲ 6.81%
▲ 5.33%▼ 2.41%▼ 1.00%
▲ 5.89%▲ 2.69%▲ 3.36%
▼ 12.86%▼ 1.27%▼ 5.77%
▲ 3.73%▼ 4.27%▼ 6.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
COMPASS Pathways
▼ 66.72%
3
Close
Mar 24, 2025
Palantir Technologies
0%
▲ 17.95%
1
Open
Mar 08, 2025
TSMC
0%
▼ 6.25%
1
Open
Mar 04, 2025
Chevron
0%
▲ 6.72%
1
Open
Feb 15, 2025
Fidelity Balanced Fund
▼ 1.21%
2
Close
Feb 06, 2025
Coca-Cola
0%
▲ 14.87%
1
Open
Jan 14, 2025
Pfizer
0%
▼ 17.97%
3
Open
Oct 06, 2024
Praxis Precision Medicines
0%
▼ 25.03%
1
Open
Aug 10, 2024
EyePoint Pharmaceuticals
0%
▲ 25.33%
5
Open
Jun 06, 2024
Checkpoint Therapeutics
▲ 3.89%
5
Close
May 15, 2024
Palatin Technologies
▼ 25.49%
3
Close
May 03, 2024
Walmart
1.51%
▲ 43.75%
2
Buy
Mar 24, 2024
Apple
29.47%
▲ 45.67%
2
Buy
Jan 09, 2024
Microsoft
15.77%
▲ 30.52%
2
Buy
Jan 09, 2024
Tesla
6.86%
▲ 31.11%
4
Buy
Jan 09, 2024
Amazon
5.06%
▲ 39.35%
2
Buy
Jan 09, 2024
Alphabet Class A
4.08%
▲ 32.30%
2
Buy
Jan 09, 2024
JPMorgan Chase
4.37%
▲ 68.18%
2
Buy
Jan 09, 2024
Fidelity 500 Index Fund
6.52%
▲ 23.37%
2
Buy
Jan 09, 2024
Johnson & Johnson
4.54%
▲ 2.82%
2
Buy
Jan 09, 2024