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New Portfolio - New Portfolio

PerformancePortfolio Details

Renu

New Portfolio
Individual Investor
Ranked #290,726 out of 769,002 TipRanks' Investors
Success Rate
50%
32 out of 64
profitable transactions
Average Return
15.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.12%
6-Month Return▲ 17.91%
12-Month Return▲ 38.14%
YTD Return▲ 24.81%
Total Return▲ 86.74%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 249.30%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.39%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.25%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.40%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.01%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.06%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.07%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 2.83%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 4.87%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.39%
▲ 11.46%▲ 5.06%▲ 7.25%
▼ 2.25%▲ 3.53%▲ 3.40%
▲ 25.72%▲ 1.21%▲ 5.01%
▼ 4.22%▲ 2.34%▼ 0.06%
▲ 7.82%▲ 2.10%▲ 1.07%
▲ 5.70%▼ 0.89%▲ 2.83%
▲ 23.63%▲ 3.84%▲ 4.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PFE
Pfizer
0%
▼ 18.82%
3
Open
Oct 06, 2024
FBALX
Fidelity Balanced Fund
0%
▼ 1.63%
1
Open
Oct 04, 2024
PRAX
Praxis Precision Medicines
0%
▲ 42.18%
1
Open
Aug 10, 2024
EYPT
EyePoint Pharmaceuticals
0%
▲ 36.28%
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%
▲ 45.63%
2
Buy
Mar 24, 2024
AAPL
Apple
27.11%
▲ 48.86%
2
Buy
Jan 09, 2024
MSFT
Microsoft
15.02%
▲ 38.29%
2
Buy
Jan 09, 2024
TSLA
Tesla
7.69%
▲ 52.97%
4
Buy
Jan 09, 2024
AMZN
Amazon
4.49%
▲ 40.40%
2
Buy
Jan 09, 2024
GOOGL
Alphabet Class A
3.8%
▲ 43.17%
2
Buy
Jan 09, 2024
JPM
JPMorgan Chase & Co.
3.88%
▲ 62.37%
2
Buy
Jan 09, 2024
FXAIX
Fidelity 500 Index Fund
6.13%
▲ 28.07%
2
Buy
Jan 09, 2024
JNJ
Johnson & Johnson
3.9%
▼ 5.03%
2
Buy
Jan 09, 2024
NVDA
Nvidia
23.26%
▲ 211.95%
2
Buy
Jan 09, 2024
CMPS
COMPASS Pathways
1.01%
▼ 50.14%
2
Buy
Jan 09, 2024
BAC
Bank of America
1.05%
▲ 39.67%
1
Open
Jan 09, 2024
CRSP
Crispr Therapeutics AG
1.26%
▼ 24.54%
1
Open
Jan 09, 2024
SBUX
Starbucks
―
▼ 16.12%
2
Close
Jan 03, 2024