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My Portfolio - New Portfolio

PerformancePortfolio Details

Dylan

My Portfolio
Individual Investor
Ranked #66,790 out of 781,107 TipRanks' Investors
Success Rate
69%
40 out of 58
profitable transactions
Average Return
34.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.36%
6-Month Return▲ 4.83%
12-Month Return▲ 9.04%
YTD Return▲ 1.53%
Total Return▲ 124.11%

Best Trade

AssetShopify (SHOP)
Opened at
Closed at
Gain▲ 1027.68%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.62%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.07%
Jul 2024
▼ 13.14%
▲ 2.34%
―
Aug 2024
▲ 2.93%
▲ 2.10%
―
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.09%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 12.93%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 6.61%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 1.53%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.62%
▲ 8.13%▲ 1.21%▲ 1.07%
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%―
▲ 10.00%▼ 0.89%▼ 2.09%
▲ 26.04%▲ 5.96%▲ 12.93%
▲ 5.93%▼ 2.41%▼ 6.61%
▲ 6.90%▲ 1.96%▲ 1.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
KNSL
Kinsale Capital Group
3.98%
▼ 9.37%
3
Sell
Oct 09, 2024
RBLX
Roblox
6.59%
▲ 57.00%
1
Open
Oct 09, 2024
CELH
Celsius Holdings
3.89%
▼ 10.75%
1
Open
Oct 09, 2024
MSFT
Microsoft
11.65%
▲ 47.16%
5
Buy
Oct 04, 2024
BABA
Alibaba
8.51%
▼ 16.43%
5
Buy
Oct 04, 2024
XOM
Exxon Mobil
10.1%
▼ 16.02%
4
Buy
Oct 04, 2024
HIMS
Hims & Hers Health
17.83%
▲ 52.33%
2
Buy
Oct 04, 2024
ROO
Deliveroo plc Class A
11.75%
▼ 13.36%
2
Buy
Oct 04, 2024
AAPL
Apple
12.11%
▲ 1.52%
2
Buy
Oct 04, 2024
CFG
Citizens Financial
13.57%
▲ 18.25%
2
Buy
Oct 04, 2024
DIS
Walt Disney
―
▼ 28.39%
4
Close
Jul 12, 2024
QQQ
Invesco QQQ Trust
―
▲ 50.33%
2
Close
Jul 12, 2024
CRM
Salesforce
―
▲ 5.96%
2
Close
Jul 12, 2024
AAXJ
iShares MSCI All Country Asia ex Japan ETF
―
▼ 21.10%
2
Close
Jul 12, 2024
MCD
McDonald's
―
▲ 28.04%
3
Close
Jul 12, 2024
V
Visa
―
▲ 29.80%
3
Close
Jul 12, 2024
HBAN
Huntington Bancshares
―
▲ 9.08%
3
Close
Jul 12, 2024
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
―
▲ 14.81%
2
Close
May 25, 2021
SPY
SPDR S&P 500 ETF Trust
―
▲ 6.87%
2
Close
May 25, 2021
ARKG
ARK Genomic Revolution ETF
―
▼ 29.43%
2
Close
May 24, 2021