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New Portfolio - New Portfolio
sri
New PortfolioIndividual Investor
Ranked #458,360 out of 781,107 TipRanks' Investors
Success Rate
36 out of 97
profitable transactions
profitable transactions
Average Return
-4.79%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.34%
6-Month Return▲ 33.63%
12-Month Return▲ 37.71%
YTD Return▲ 2.05%
Total Return▼ 14.34%
Best Trade
Bio
Buy when everyone sells
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 7.82%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 0.47%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.65%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.50%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.28%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 18.82%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 8.56%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 2.05%
Jan 2025
▲ 9.79%▲ 3.53%▲ 7.82%
▲ 8.13%▲ 1.21%▼ 0.47%
▼ 13.14%▲ 2.34%▲ 1.65%
▲ 2.93%▲ 2.10%▼ 0.50%
▲ 10.00%▼ 0.89%▲ 0.28%
▲ 26.04%▲ 5.96%▲ 18.82%
▲ 5.93%▼ 2.41%▲ 8.56%
▲ 6.90%▲ 1.96%▲ 2.05%
Recent Activity
Asana
40.59%
▼ 22.62%
11
Buy
Jan 04, 2025
Energy Transfer
41.56%
▲ 17.66%
5
Buy
Jan 04, 2025
Miller Value Partners Appreciation ETF
3.3%
▲ 15.89%
1
Open
Sep 18, 2024
Elastic
2.99%
▼ 12.65%
3
Open
Aug 30, 2024
Intel
0.22%
▲ 11.00%
1
Open
Aug 10, 2024
Dexcom
3%
▲ 25.04%
1
Open
Jul 27, 2024
Enphase Energy
―
▼ 40.04%
2
Close
Oct 23, 2023
Pfizer
―
▼ 15.47%
2
Close
Oct 23, 2023
Berkshire Hathaway B
―
▲ 17.98%
5
Close
Sep 08, 2023
Tesla
―
▲ 72.41%
4
Close
Sep 08, 2023
Alphabet Class A
―
▲ 19.10%
6
Close
Sep 08, 2023
Boston Beer
―
▲ 9.82%
2
Close
Sep 07, 2023
Meta Platforms
―
▲ 155.91%
6
Close
Aug 27, 2023
Gitlab
―
▲ 32.72%
2
Close
Aug 27, 2023
Opko Health
―
▲ 9.23%
6
Close
Aug 25, 2023
Arista Networks
―
▲ 99.62%
2
Close
Aug 25, 2023
Walt Disney
5.4%
▲ 22.15%
1
Open
Jun 24, 2023
Netflix
―
▲ 94.31%
2
Close
Jun 23, 2023
Butterfly Network
―
▼ 10.44%
2
Close
Jan 06, 2023
Trade Desk
―
▼ 39.08%
4
Close
Jan 04, 2023