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보유 - New Portfolio

NEO

보유
Individual Investor
Ranked #51,497 out of 795,064 TipRanks' Investors
Success Rate
55%
238 out of 436
profitable transactions
Average Return
29.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 10.59%
6-Month Return▼ 14.78%
12-Month Return▼ 8.02%
YTD Return▼ 21.40%
Total Return▲ 30.46%

Best Trade

Opened at
Closed at-
Gain▲ 2084.66%

Bio

BASIC

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 5.62%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.77%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 11.78%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 1.89%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 5.92%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 8.04%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.40%
Mar 2025
▼ 19.44%
▼ 11.25%
▼ 11.91%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 5.62%
▲ 10.00%▼ 0.89%▼ 0.77%
▲ 26.01%▲ 5.96%▲ 11.78%
▲ 5.33%▼ 2.41%▼ 1.89%
▲ 5.87%▲ 2.69%▲ 5.92%
▼ 12.86%▼ 1.27%▼ 8.04%
▼ 1.80%▼ 5.57%▼ 8.40%
▼ 19.44%▼ 11.25%▼ 11.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
▲ 154.17%
7
Close
Feb 20, 2025
ARK Autonomous Technology & Robotics ETF
▲ 18.60%
6
Close
Feb 20, 2025
ASML Holding
▲ 100.27%
4
Close
Feb 20, 2025
PayPal Holdings
▼ 45.02%
8
Close
Feb 20, 2025
Mastercard
▲ 80.13%
8
Close
Feb 20, 2025
Snap
▼ 79.60%
2
Close
Feb 20, 2025
iShares Expanded Tech-Software Sector ETF
3.79%
▲ 15.22%
4
Buy
Feb 20, 2025
iShares Global Clean Energy ETF
▼ 48.69%
2
Close
Feb 20, 2025
Coca-Cola
▲ 54.47%
5
Close
Feb 20, 2025
Schrodinger
▼ 70.24%
5
Close
Feb 20, 2025
Invesco Solar ETF
▼ 60.32%
2
Close
Feb 20, 2025
Shopify
▼ 7.13%
3
Close
Feb 20, 2025
Luminar Technologies
▼ 98.17%
3
Close
Feb 20, 2025
BlackRock
▲ 59.61%
3
Close
Feb 20, 2025
Datadog
▲ 45.45%
6
Close
Feb 20, 2025
Cerence
▼ 86.83%
3
Close
Feb 20, 2025
Coinbase Global
▲ 3.60%
2
Close
Feb 20, 2025
Global X U.S. Infrastructure Development ETF
▲ 63.94%
2
Close
Feb 20, 2025
Invesco Dynamic Food & Beverage ETF
▲ 21.05%
2
Close
Feb 20, 2025
Walmart
▲ 63.31%
6
Close
Feb 20, 2025