tiprankstipranks

Individual - New Portfolio

ZBASS

Individual
Individual Investor
Ranked #376,188 out of 747,498 TipRanks' Investors
Success Rate
42%
165 out of 389
profitable transactions
Average Return
2.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.14%
6-Month Return▲ 11.88%
12-Month Return▲ 21.89%
YTD Return▲ 5.28%
Total Return▲ 93.65%

Best Trade

Opened at
Closed at-
Gain▲ 1357.73%

Bio

Buy & Hold w/ speculative

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 15.30%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 6.86%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.68%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.57%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.83%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.30%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.51%
Jun 2024
▲ 25.65%
▲ 0.88%
▼ 0.60%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 15.30%
▼ 1.87%▲ 1.59%▼ 6.86%
▲ 14.08%▲ 5.22%▲ 2.68%
▲ 5.05%▲ 3.27%▲ 3.57%
▼ 12.40%▼ 4.03%▼ 1.83%
▲ 11.46%▲ 5.06%▲ 7.30%
▼ 2.25%▲ 3.53%▲ 1.51%
▲ 25.65%▲ 0.88%▼ 0.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard International High Dividend Yield Index Fund Admiral Shares
6.01%
▲ 12.14%
6
Buy
Mar 20, 2024
Tesla
24.81%
▲ 108.31%
15
Buy
Mar 16, 2024
Walgreens Boots Alliance
1.6%
▼ 33.75%
19
Buy
Mar 13, 2024
Dorian LPG
0.91%
▲ 3.86%
1
Buy
Mar 11, 2024
FedEx
▼ 7.29%
14
Sell
Mar 09, 2024
Rocket Companies
▼ 45.98%
8
Close
Mar 09, 2024
iShares 20+ Year Treasury Bond ETF
2.73%
▲ 0.53%
9
Buy
Mar 09, 2024
Starbucks
0.95%
▲ 7.39%
15
Buy
Feb 28, 2024
Costco
4.04%
▲ 90.77%
17
Buy
Feb 19, 2024
Apple
9.74%
▲ 60.29%
16
Buy
Feb 17, 2024
Micron
0.94%
▲ 40.44%
10
Buy
Jan 19, 2024
Walt Disney
1%
▼ 24.69%
11
Buy
Jan 11, 2024
Nvidia
10.89%
▲ 392.41%
11
Buy
Dec 30, 2023
Affirm Holdings
▼ 44.50%
7
Close
Dec 29, 2023
Greenbriar Capital
▲ 10.54%
4
Close
Nov 21, 2023
Shift Technologies
0%
▼ 77.73%
7
Buy
Oct 21, 2023
Spruce Power Holding
0.07%
▼ 78.31%
11
Sell
Oct 10, 2023
Squarespace
▼ 37.83%
4
Sell
Oct 05, 2023
Digital Realty
▼ 20.68%
11
Close
Oct 04, 2023
Kinross Gold
▼ 22.73%
11
Close
Oct 04, 2023