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bar ilan 2 - New Portfolio
eric lozon
bar ilan 2Individual Investor
Ranked #197,940 out of 747,498 TipRanks' Investors
Success Rate
10 out of 16
profitable transactions
profitable transactions
Average Return
25.07%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.49%
6-Month Return▲ 23.23%
12-Month Return▲ 32.78%
YTD Return▲ 25.04%
Total Return▲ 33.69%
Best Trade
Bio
Cross sector portfolio with emphasis on major tech companies.
Performance
25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 4.02%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.96%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.41%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.58%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.38%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.91%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.66%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 1.06%
Jul 2024
▲ 5.14%▲ 4.57%▲ 4.02%
▼ 1.87%▲ 1.59%▲ 2.96%
▲ 14.08%▲ 5.22%▲ 6.41%
▲ 5.05%▲ 3.27%▲ 4.58%
▼ 12.40%▼ 4.03%▼ 4.38%
▲ 11.46%▲ 5.06%▲ 7.91%
▼ 2.25%▲ 3.53%▲ 4.66%
▲ 25.65%▲ 0.88%▲ 1.06%
Recent Activity
Nvidia
7.69%
▲ 125.78%
3
Sell
Jun 18, 2024
Target
―
▼ 34.22%
2
Close
Jun 02, 2024
Mattel
―
▼ 20.19%
2
Close
Jun 02, 2024
Alphabet Class A
7.69%
▲ 2.71%
1
Open
Jun 02, 2024
Broadcom
7.69%
▲ 19.41%
1
Open
Jun 02, 2024
Berkshire Hathaway B
7.69%
▲ 4.74%
1
Open
Jun 02, 2024
Apple
7.69%
▲ 40.47%
1
Open
Nov 25, 2021
Chevron
7.69%
▲ 49.31%
1
Open
Nov 25, 2021
Netflix
7.69%
▼ 3.79%
1
Open
Nov 25, 2021
UnitedHealth
7.69%
▲ 30.04%
1
Open
Nov 25, 2021
Qualcomm
7.69%
▲ 9.49%
1
Open
Nov 25, 2021
Home Depot
7.69%
▼ 5.50%
1
Open
Nov 25, 2021
Bank of America
7.69%
▼ 3.25%
1
Open
Nov 25, 2021
Microsoft
7.69%
▲ 32.21%
1
Open
Nov 25, 2021
Coca-Cola
7.69%
▲ 28.06%
1
Open
Nov 25, 2021