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New Portfolio - New Portfolio

PerformancePortfolio Details

EC

New Portfolio
Individual Investor
Ranked #365,658 out of 753,381 TipRanks' Investors
Success Rate
49%
67 out of 136
profitable transactions
Average Return
0.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.14%
6-Month Return▲ 55.54%
12-Month Return▲ 69.52%
YTD Return▲ 50.05%
Total Return▼ 3.25%

Best Trade

AssetWilliams Co (WMB)
Opened at
Closed at
Gain▲ 96.45%

Bio

Mine

Performance

30.17%0-30.17%
▼ 1.87%
▲ 1.59%
▼ 5.03%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.36%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 9.60%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.90%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 28.25%
May 2024
▼ 2.25%
▲ 3.53%
▼ 9.66%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 30.17%
Jul 2024
▼ 5.09%
▲ 0.98%
▲ 1.40%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▼ 5.03%
▲ 14.08%▲ 5.22%▲ 2.36%
▲ 5.05%▲ 3.27%▲ 9.60%
▼ 12.40%▼ 4.03%▼ 7.90%
▲ 11.46%▲ 5.06%▲ 28.25%
▼ 2.25%▲ 3.53%▼ 9.66%
▲ 25.76%▲ 1.21%▲ 30.17%
▼ 5.09%▲ 0.98%▲ 1.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AAPL
Apple
10.99%
▲ 25.33%
7
Buy
Aug 16, 2024
EPD
Enterprise Products Partners
5.37%
▲ 2.76%
3
Buy
Aug 16, 2024
WMB
Williams Co
―
▲ 52.30%
16
Close
Aug 14, 2024
NVD
Nvidia
―
▼ 3.88%
2
Close
Aug 12, 2024
NVDA
Nvidia
13.21%
▲ 18.67%
1
Open
Aug 12, 2024
DOGE-USD
Dogecoin
―
▼ 17.76%
2
Close
Jul 31, 2024
ARLP
Alliance Resource
―
▲ 15.86%
2
Close
Jul 26, 2024
SQ
Block
―
▼ 27.31%
2
Close
Jun 28, 2024
GOOGL
Alphabet Class A
34.38%
▲ 38.78%
7
Buy
Jun 26, 2024
ELMD
Electromed
―
▲ 7.06%
2
Close
Mar 19, 2024
PYPL
PayPal Holdings
―
▼ 42.30%
2
Close
Mar 06, 2024
VALE
Vale SA
―
▼ 7.24%
13
Close
Feb 03, 2024
GRWG
GrowGeneration
―
▼ 62.34%
8
Close
Nov 21, 2023
BX
Blackstone Group
―
▲ 6.95%
6
Close
Aug 09, 2023
AMZN
Amazon
35.74%
▲ 58.24%
4
Buy
Aug 09, 2023
RBLX
Roblox
―
▲ 4.50%
7
Close
Aug 01, 2023
KRP
Kimbell Royalty Partners
―
▲ 13.83%
13
Close
Jul 17, 2023
FRLN
Freeline Therapeutics Holdings
―
▼ 72.82%
7
Close
Feb 07, 2023
TTM
Tata Motors
―
▼ 24.28%
2
Close
Jan 23, 2023
RTX
Raytheon Technologies
―
▲ 5.33%
5
Close
Nov 12, 2022