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My Portfolio - New Portfolio

PerformancePortfolio Details

Dylan

My Portfolio
Individual Investor
Ranked #62,807 out of 775,923 TipRanks' Investors
Success Rate
69%
40 out of 58
profitable transactions
Average Return
34.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.37%
6-Month Return▲ 5.03%
12-Month Return▲ 12.40%
YTD Return▲ 11.83%
Total Return▲ 123.31%

Best Trade

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

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▼ 0.13%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.62%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.07%
Jul 2024
▼ 4.22%
▲ 2.34%
―
Aug 2024
▲ 7.82%
▲ 2.10%
―
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.09%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 12.93%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.53%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▼ 0.13%
▼ 2.25%▲ 3.53%▲ 0.62%
▲ 25.71%▲ 1.21%▲ 1.07%
▼ 4.22%▲ 2.34%―
▲ 7.82%▲ 2.10%―
▲ 5.38%▼ 0.89%▼ 2.09%
▲ 43.22%▲ 5.96%▲ 12.93%
▲ 3.34%▼ 1.56%▼ 5.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
KNSL
Kinsale Capital Group
4.29%
▼ 3.15%
3
Sell
Oct 09, 2024
RBLX
Roblox
6.08%
▲ 44.01%
1
Open
Oct 09, 2024
CELH
Celsius Holdings
3.97%
▼ 11.47%
1
Open
Oct 09, 2024
MSFT
Microsoft
12.05%
▲ 48.07%
5
Buy
Oct 04, 2024
BABA
Alibaba
8.32%
▼ 18.07%
5
Buy
Oct 04, 2024
XOM
Exxon Mobil
9.74%
▼ 19.54%
4
Buy
Oct 04, 2024
HIMS
Hims & Hers Health
15.9%
▲ 43.31%
2
Buy
Oct 04, 2024
ROO
Deliveroo plc Class A
13.21%
▼ 7.57%
2
Buy
Oct 04, 2024
AAPL
Apple
14.04%
▲ 12.34%
2
Buy
Oct 04, 2024
CFG
Citizens Financial
12.39%
▲ 8.08%
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