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New Portfolio - New Portfolio

FS

New Portfolio
Individual Investor
Ranked #540,923 out of 788,370 TipRanks' Investors
Success Rate
63%
10 out of 16
profitable transactions
Average Return
-1.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.49%
6-Month Return▲ 0.42%
12-Month Return▲ 9.33%
YTD Return▲ 3.21%
Total Return▲ 5.82%

Best Trade

Opened at
Closed at-
Gain▲ 7.18%

Bio

Long Term Investing

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 1.18%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.50%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.35%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 5.04%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.80%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 7.35%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 0.31%
Jan 2025
▼ 10.49%
▼ 0.31%
▲ 3.53%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 1.18%
▼ 13.14%▲ 2.34%▲ 3.50%
▲ 2.93%▲ 2.10%▲ 4.35%
▲ 9.99%▼ 0.89%▼ 5.04%
▲ 26.03%▲ 5.96%▲ 4.80%
▲ 5.94%▼ 2.41%▼ 7.35%
▲ 5.25%▲ 2.69%▼ 0.31%
▼ 10.49%▼ 0.31%▲ 3.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco NASDAQ 100 ETF
7.69%
▲ 3.41%
3
Open
Oct 13, 2024
Unusual Whales Subversive Democratic Trading ETF
▲ 1.59%
2
Close
Oct 13, 2024
SoFi Select 500 ETF
7.69%
▲ 4.51%
1
Open
Oct 12, 2024
Palo Alto Networks
7.69%
▲ 2.18%
1
Open
Oct 12, 2024
Direxion Daily S&P 500 High Beta Bull 3X Shares
7.69%
▼ 10.42%
1
Open
Oct 12, 2024
Nvidia
7.69%
▼ 2.63%
1
Open
Oct 12, 2024
Fastenal Company
7.69%
▼ 1.42%
1
Open
Oct 12, 2024
Wolfspeed
7.69%
▼ 39.89%
1
Open
Oct 12, 2024
Independence Realty
▲ 6.21%
2
Close
Oct 09, 2024
VanEck Semiconductor ETF
7.69%
▼ 1.59%
1
Open
Oct 09, 2024
Vanguard Information Technology ETF
7.69%
▲ 4.49%
1
Open
Oct 09, 2024
Technology Select Sector SPDR Fund
7.69%
▲ 2.08%
1
Open
Oct 09, 2024
Health Care Select Sector SPDR Fund
7.69%
▼ 4.07%
1
Open
Oct 09, 2024
Unusual Whales Subversive Republican Trading ETF
7.69%
▲ 1.85%
1
Open
Oct 09, 2024
Warner Music Group
7.69%
▲ 7.18%
1
Open
Aug 10, 2021