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New Portfolio - New Portfolio

PerformancePortfolio Details

Renu

New Portfolio
Individual Investor
Ranked #277,156 out of 781,348 TipRanks' Investors
Success Rate
51%
33 out of 65
profitable transactions
Average Return
17.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.20%
6-Month Return▲ 9.42%
12-Month Return▲ 27.56%
YTD Return▲ 2.60%
Total Return▲ 89.71%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 237.21%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.40%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.01%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.06%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.07%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.65%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.81%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.65%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 2.60%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.40%
▲ 8.13%▲ 1.21%▲ 5.01%
▼ 13.14%▲ 2.34%▼ 0.06%
▲ 2.93%▲ 2.10%▲ 1.07%
▲ 10.00%▼ 0.89%▲ 1.65%
▲ 26.04%▲ 5.96%▲ 6.81%
▲ 5.93%▼ 2.41%▼ 1.65%
▲ 6.90%▲ 1.96%▲ 2.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
KO
Coca-Cola
0%
▲ 0.61%
1
Open
Jan 14, 2025
PFE
Pfizer
0%
▼ 15.86%
3
Open
Oct 06, 2024
FBALX
Fidelity Balanced Fund
0%
▼ 1.66%
1
Open
Oct 04, 2024
PRAX
Praxis Precision Medicines
0%
▲ 51.02%
1
Open
Aug 10, 2024
EYPT
EyePoint Pharmaceuticals
0%
▲ 31.51%
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
1.44%
▲ 55.83%
2
Buy
Mar 24, 2024
AAPL
Apple
25.83%
▲ 44.72%
2
Buy
Jan 09, 2024
MSFT
Microsoft
15.25%
▲ 42.91%
2
Buy
Jan 09, 2024
TSLA
Tesla
9.39%
▲ 79.00%
4
Buy
Jan 09, 2024
AMZN
Amazon
5.11%
▲ 59.66%
2
Buy
Jan 09, 2024
GOOGL
Alphabet Class A
4.39%
▲ 61.31%
2
Buy
Jan 09, 2024
JPM
JPMorgan Chase & Co.
4.08%
▲ 78.29%
2
Buy
Jan 09, 2024
FXAIX
Fidelity 500 Index Fund
6.09%
▲ 30.75%
2
Buy
Jan 09, 2024
JNJ
Johnson & Johnson
3.64%
▼ 7.36%
2
Buy
Jan 09, 2024
NVDA
Nvidia
21.84%
▲ 201.15%
2
Buy
Jan 09, 2024
CMPS
COMPASS Pathways
0.81%
▼ 61.05%
2
Buy
Jan 09, 2024
BAC
Bank of America
1.03%
▲ 42.28%
1
Open
Jan 09, 2024
CRSP
Crispr Therapeutics AG
1.1%
▼ 33.72%
1
Open
Jan 09, 2024