New Portfolio - New Portfolio

Daniel

New Portfolio
Individual Investor
Ranked #121,580 out of 761,825 TipRanks' Investors
Success Rate
63%
175 out of 276
profitable transactions
Average Return
9.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.33%
6-Month Return▲ 16.62%
12-Month Return▲ 40.97%
YTD Return▲ 20.53%
Total Return▲ 54.45%

Best Trade

Opened at
Closed at-
Gain▲ 229.60%

Bio

Large Cap, ETF

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 5.31%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.20%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.09%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.13%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.29%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.35%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 4.56%
Sep 2024
▲ 10.14%
▲ 1.49%
▲ 2.04%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 5.31%
▼ 12.40%▼ 4.03%▼ 3.20%
▲ 11.46%▲ 5.06%▲ 3.09%
▼ 2.25%▲ 3.53%▲ 0.13%
▲ 25.72%▲ 1.21%▲ 2.29%
▼ 4.21%▲ 2.34%▲ 1.35%
▲ 7.81%▲ 2.10%▲ 4.56%
▲ 10.14%▲ 1.49%▲ 2.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palo Alto Networks
2.69%
▲ 4.08%
6
Buy
Oct 16, 2024
Elbit Systems
1.82%
▼ 2.86%
4
Buy
Oct 15, 2024
Adobe
3.43%
▲ 3.17%
5
Buy
Oct 14, 2024
Deutsche Bank AG
▲ 33.02%
5
Close
Oct 14, 2024
iShares MSCI Europe Financials ETF
▲ 44.53%
2
Close
Oct 14, 2024
Banco Santander SA
▲ 22.34%
7
Close
Oct 14, 2024
Salesforce
2.3%
▲ 0.59%
7
Open
Oct 14, 2024
iShares MSCI Emerging Markets ETF
3.78%
▼ 5.00%
4
Buy
Oct 14, 2024
Bank of America
4.79%
▲ 27.91%
8
Buy
Oct 14, 2024
Alibaba
3.21%
▼ 30.21%
7
Sell
Oct 14, 2024
Microsoft
1.84%
▲ 23.33%
10
Open
Oct 14, 2024
Micron
▲ 16.89%
2
Close
Oct 14, 2024
Barclays
▲ 41.82%
3
Close
Oct 14, 2024
Apple
2.79%
▲ 9.34%
10
Open
Oct 14, 2024
Direxion Daily Financial Bull 3x Shares
▲ 40.09%
14
Close
Oct 14, 2024
Nvidia
1.98%
▲ 23.81%
6
Open
Oct 14, 2024
Vanguard Russell 2000 ETF
3.17%
▲ 12.02%
2
Buy
Oct 14, 2024
Direxion Daily 20+ Year Treasury Bull 3X Shares
2.95%
▼ 14.90%
2
Buy
Oct 14, 2024
Broadcom
2.97%
▼ 0.43%
1
Open
Oct 14, 2024
Boeing
1.22%
▲ 6.84%
8
Open
Jul 27, 2023