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New Portfolio - New Portfolio

PerformancePortfolio Details

Renu

New Portfolio
Individual Investor
Ranked #274,671 out of 775,923 TipRanks' Investors
Success Rate
50%
32 out of 64
profitable transactions
Average Return
17.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.92%
6-Month Return▲ 15.98%
12-Month Return▲ 30.74%
YTD Return▲ 25.62%
Total Return▲ 87.94%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 222.53%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 7.25%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.40%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 5.01%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.06%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.07%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 1.65%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.81%
Nov 2024
▼ 0.45%
▼ 1.56%
▼ 0.03%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 7.25%
▼ 2.25%▲ 3.53%▲ 3.40%
▲ 25.71%▲ 1.21%▲ 5.01%
▼ 4.22%▲ 2.34%▼ 0.06%
▲ 7.82%▲ 2.10%▲ 1.07%
▲ 5.38%▼ 0.89%▲ 1.65%
▲ 43.22%▲ 5.96%▲ 6.81%
▼ 0.45%▼ 1.56%▼ 0.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PFE
Pfizer
0%
▼ 16.35%
3
Open
Oct 06, 2024
FBALX
Fidelity Balanced Fund
0%
▼ 3.06%
1
Open
Oct 04, 2024
PRAX
Praxis Precision Medicines
0%
▲ 47.67%
1
Open
Aug 10, 2024
EYPT
EyePoint Pharmaceuticals
0%
▲ 29.61%
5
Open
Jun 06, 2024
CKPT
Checkpoint Therapeutics
―
▲ 3.89%
5
Close
May 15, 2024
PTN
Palatin Technologies
―
▼ 25.49%
3
Close
May 03, 2024
WMT
Walmart
1.4%
▲ 54.43%
2
Buy
Mar 24, 2024
AAPL
Apple
28.93%
▲ 65.43%
2
Buy
Jan 09, 2024
MSFT
Microsoft
15.22%
▲ 45.61%
2
Buy
Jan 09, 2024
TSLA
Tesla
9.14%
▲ 78.05%
4
Buy
Jan 09, 2024
AMZN
Amazon
4.88%
▲ 55.65%
2
Buy
Jan 09, 2024
GOOGL
Alphabet Class A
4.15%
▲ 55.91%
2
Buy
Jan 09, 2024
JPM
JPMorgan Chase & Co.
3.61%
▲ 60.22%
2
Buy
Jan 09, 2024
FXAIX
Fidelity 500 Index Fund
5.84%
▲ 28.07%
2
Buy
Jan 09, 2024
JNJ
Johnson & Johnson
3.47%
▼ 9.67%
2
Buy
Jan 09, 2024
NVDA
Nvidia
20.47%
▲ 188.05%
2
Buy
Jan 09, 2024
CMPS
COMPASS Pathways
0.86%
▼ 57.52%
2
Buy
Jan 09, 2024
BAC
Bank of America
0.96%
▲ 34.69%
1
Open
Jan 09, 2024
CRSP
Crispr Therapeutics AG
1.06%
▼ 34.98%
1
Open
Jan 09, 2024
SBUX
Starbucks
―
▼ 16.12%
2
Close
Jan 03, 2024