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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #585,077 out of 769,002 TipRanks' Investors
Success Rate
45%
74 out of 165
profitable transactions
Average Return
-10.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.19%
6-Month Return▲ 17.91%
12-Month Return▲ 54.34%
YTD Return▲ 55.86%
Total Return▼ 4.70%

Best Trade

Opened at
Closed at-
Gain▲ 103.13%

Bio

Mechanical philosophy's understanding of stocks

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▲ 4.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.65%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.92%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.24%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 8.11%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 23.65%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 6.50%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 0.34%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▲ 4.43%
▲ 11.46%▲ 5.06%▲ 6.65%
▼ 2.25%▲ 3.53%▲ 5.92%
▲ 25.72%▲ 1.21%▲ 5.24%
▼ 4.22%▲ 2.34%▼ 8.11%
▲ 7.82%▲ 2.10%▲ 23.65%
▲ 5.70%▼ 0.89%▼ 6.50%
▲ 23.63%▲ 3.84%▲ 0.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nike
13.2%
▼ 2.14%
2
Buy
Nov 18, 2024
Tesla
0%
▲ 80.08%
6
Sell
Nov 11, 2024
The Estée Lauder Companies
4.7%
▲ 1.15%
1
Open
Nov 11, 2024
Alphabet Class C
31.24%
▲ 51.77%
7
Buy
Oct 24, 2024
PDD Holdings
21.96%
▲ 30.72%
12
Sell
Sep 26, 2024
Occidental Petroleum
0%
▼ 1.74%
1
Open
Sep 06, 2024
Advanced Micro Devices
▲ 98.36%
6
Close
Aug 21, 2024
PayPal Holdings
0%
▼ 23.96%
6
Sell
Aug 20, 2024
Starbucks
0%
▲ 34.63%
2
Sell
Aug 20, 2024
Intel
2.15%
▼ 9.81%
14
Buy
Aug 02, 2024
Walt Disney
0%
▲ 33.42%
5
Buy
Jul 23, 2024
3M
0%
▲ 78.31%
2
Sell
May 01, 2024
Lufax Holding
2.98%
▼ 33.71%
15
Sell
Apr 03, 2024
Arch Resources
4.61%
▼ 8.59%
1
Open
Mar 07, 2024
Tencent Holdings
12.39%
▼ 1.99%
8
Buy
Feb 23, 2024
Direxion Daily FTSE China Bull 3X Shares
0%
▲ 38.97%
4
Sell
Feb 23, 2024
Alibaba
6.77%
▼ 38.86%
10
Open
Nov 16, 2023
Southwest Airlines
▲ 12.42%
1
Open
Sep 14, 2023
Credit Suisse
▼ 91.11%
2
Close
Jun 09, 2023
UBS Group AG
0%
▲ 61.88%
1
Open
Jun 09, 2023