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New Portfolio - New Portfolio
sri
New PortfolioIndividual Investor
Ranked #467,590 out of 788,370 TipRanks' Investors
Success Rate
37 out of 97
profitable transactions
profitable transactions
Average Return
-4.44%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.96%
6-Month Return▲ 40.45%
12-Month Return▲ 43.80%
YTD Return▲ 5.79%
Total Return▼ 11.19%
Best Trade
Bio
Buy when everyone sells
Performance
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 0.47%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.65%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.50%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.28%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 18.82%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 8.58%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 6.58%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 0.74%
Feb 2025
▲ 8.13%▲ 1.21%▼ 0.47%
▼ 13.14%▲ 2.34%▲ 1.65%
▲ 2.93%▲ 2.10%▼ 0.50%
▲ 9.99%▼ 0.89%▲ 0.28%
▲ 26.03%▲ 5.96%▲ 18.82%
▲ 5.97%▼ 2.41%▲ 8.58%
▲ 5.25%▲ 2.69%▲ 6.58%
▼ 9.08%▲ 1.42%▼ 0.74%
Recent Activity
Asana
41.95%
▼ 19.26%
11
Buy
Jan 04, 2025
Energy Transfer
39.13%
▲ 15.82%
5
Buy
Jan 04, 2025
Miller Value Partners Appreciation ETF
3.14%
▲ 9.52%
1
Open
Sep 18, 2024
Elastic
3.22%
▼ 8.72%
3
Open
Aug 30, 2024
Intel
0.25%
▲ 28.46%
1
Open
Aug 10, 2024
Dexcom
3.14%
▲ 31.56%
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
―
▲ 75.69%
2
Close
Aug 25, 2023
Walt Disney
5.48%
▲ 24.02%
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