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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #428,508 out of 747,696 TipRanks' Investors
Success Rate
34%
31 out of 91
profitable transactions
Average Return
-8.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.96%
6-Month Return▲ 2.58%
12-Month Return▲ 4.48%
YTD Return▲ 1.12%
Total Return▼ 35.86%

Best Trade

Opened at
Closed at
Gain▲ 196.36%

Bio

Buy when everyone sells

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 2.35%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 6.36%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 9.69%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 6.45%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.89%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.05%
May 2024
▼ 2.25%
▲ 3.53%
▲ 7.82%
Jun 2024
▲ 29.87%
▲ 0.88%
▼ 0.50%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 2.35%
▼ 1.87%▲ 1.59%▼ 6.36%
▲ 14.08%▲ 5.22%▲ 9.69%
▲ 5.05%▲ 3.27%▼ 6.45%
▼ 12.40%▼ 4.03%▼ 3.89%
▲ 11.46%▲ 5.06%▲ 2.05%
▼ 2.25%▲ 3.53%▲ 7.82%
▲ 29.87%▲ 0.88%▼ 0.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Asana
0%
▼ 34.28%
10
Sell
Jan 27, 2024
Energy Transfer
0%
▲ 11.14%
4
Open
Jan 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
▲ 61.60%
2
Close
Aug 25, 2023
Walt Disney
62.84%
▲ 6.47%
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
CrowdStrike Holdings
▼ 61.55%
4
Close
Jan 04, 2023
Elastic
▼ 57.06%
2
Close
Jan 04, 2023
Activision Blizzard
▼ 5.91%
2
Close
Jan 04, 2023
Amazon
▼ 17.79%
8
Close
Jan 04, 2023