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Porfolio Ale - New Portfolio

Master of Wine

Porfolio Ale
Individual Investor
Ranked #492,289 out of 747,498 TipRanks' Investors
Success Rate
40%
51 out of 128
profitable transactions
Average Return
-9.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.35%
6-Month Return▼ 10.40%
12-Month Return▲ 81.43%
YTD Return▼ 20.26%
Total Return▲ 79.27%

Best Trade

Opened at
Closed at
Gain▲ 300.00%

Bio

In Spes contra Spem. Just value. Many times contrarian...

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 22.90%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 11.52%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 5.20%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 7.23%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.60%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.71%
May 2024
▼ 2.25%
▲ 3.53%
▼ 12.76%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 11.06%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 22.90%
▼ 1.87%▲ 1.59%▼ 11.52%
▲ 14.08%▲ 5.22%▼ 5.20%
▲ 5.05%▲ 3.27%▼ 7.23%
▼ 12.40%▼ 4.03%▼ 3.60%
▲ 11.46%▲ 5.06%▲ 9.71%
▼ 2.25%▲ 3.53%▼ 12.76%
▲ 29.87%▲ 0.88%▲ 11.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Wells Fargo
1.92%
▲ 46.69%
3
Sell
Jun 05, 2024
Eyenovia
11.66%
▼ 3.88%
4
Buy
Jun 05, 2024
Digital Turbine
3.64%
▼ 36.17%
5
Open
Jun 05, 2024
Agenus
2.22%
▼ 45.11%
3
Sell
Jun 05, 2024
Atara Biotherapeutics
2.63%
▼ 34.33%
2
Buy
Jun 05, 2024
Actinium Pharmaceuticals
11.86%
▼ 16.55%
1
Open
Jun 05, 2024
Nuvation Bio
2.03%
▲ 7.14%
1
Open
Jun 05, 2024
Aquestive Therapeutics
1.96%
▲ 7.02%
1
Open
Jun 05, 2024
Huya
1.41%
▼ 13.12%
1
Open
Jun 05, 2024
Digital Turbine
3.51%
▲ 30.66%
1
Open
Jun 05, 2024
Intel
▲ 26.03%
5
Close
Feb 27, 2024
MEI Pharma
▼ 57.90%
6
Close
Feb 21, 2024
FlexShopper
▼ 21.89%
4
Close
Feb 21, 2024
Farmer Brothers Company
▼ 45.62%
2
Close
Feb 21, 2024
Warner Bros
▼ 43.89%
3
Close
Feb 21, 2024
Syros Pharmaceuticals
▲ 3.16%
3
Close
Feb 21, 2024
Ouster
▼ 54.07%
6
Close
Feb 21, 2024
NL Industries
▼ 39.45%
2
Close
Feb 21, 2024
Innovative Solutions And Support
▼ 1.19%
2
Close
Feb 21, 2024
GEE Group
▼ 28.39%
3
Close
Feb 21, 2024