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New Portfolio - New Portfolio

Dan M

New Portfolio
Individual Investor
Ranked #28,241 out of 747,498 TipRanks' Investors
Success Rate
60%
96 out of 159
profitable transactions
Average Return
50.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.50%
6-Month Return▲ 8.52%
12-Month Return▲ 14.32%
YTD Return▲ 5.95%
Total Return▲ 104.01%

Best Trade

Opened at
Closed at-
Gain▲ 2172.69%

Bio

Tech and others

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 9.70%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.57%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.67%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.34%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.71%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.44%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.30%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 0.87%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 9.70%
▼ 1.87%▲ 1.59%▼ 2.57%
▲ 14.08%▲ 5.22%▲ 7.67%
▲ 5.05%▲ 3.27%▲ 3.34%
▼ 12.40%▼ 4.03%▼ 5.71%
▲ 11.46%▲ 5.06%▲ 2.44%
▼ 2.25%▲ 3.53%▲ 0.30%
▲ 25.65%▲ 0.88%▲ 0.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Beyond Meat
▼ 94.78%
4
Close
May 30, 2024
Direxion Daily MSCI Brazil Bull 2X Shares
▼ 5.52%
3
Close
May 30, 2024
Physicians Realty
▼ 22.53%
3
Close
Feb 29, 2024
Healthpeak Properties
0.03%
▲ 26.77%
1
Open
Feb 29, 2024
JPMorgan Chase & Co.
0%
▲ 8.68%
3
Open
Oct 13, 2023
Activision Blizzard
▲ 23.50%
3
Close
Oct 12, 2023
GE Healthcare Technologies Inc
0.13%
▲ 33.29%
1
Open
Jan 04, 2023
Twitter
▲ 24.04%
3
Close
Oct 27, 2022
Texas Instruments
0%
▲ 36.93%
1
Open
Oct 11, 2022
Salesforce
0.08%
▲ 17.15%
3
Sell
Jul 20, 2021
Alibaba
0.38%
▼ 65.66%
3
Buy
Jul 02, 2021
Lyft
0.07%
▼ 76.42%
2
Buy
Jul 02, 2021
Microsoft
0.18%
▲ 120.16%
2
Buy
Jul 02, 2021
Visa
0.54%
▲ 25.43%
2
Buy
Jul 02, 2021
Virgin Galactic Holdings
0.01%
▼ 73.92%
2
Buy
Jul 02, 2021
Ferrari
1.27%
▲ 127.44%
2
Buy
Jul 02, 2021
Walmart
0.43%
▲ 75.96%
2
Buy
Jul 02, 2021
Woori Finance Holdings Co
0.33%
▲ 43.31%
2
Buy
Jul 02, 2021
Wells Fargo
0.35%
▲ 77.94%
2
Buy
Jul 02, 2021
Twilio
0.23%
▼ 82.12%
2
Buy
Jul 02, 2021