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New Portfolio
- New Portfolio
Performance
Portfolio Details
xyz
New Portfolio
Individual Investor
Ranked #126,832 out of 753,381 TipRanks' Investors
Success Rate
64%
62 out of 97
profitable transactions
Average Return
5.61%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 2.97%
6-Month Return
▲ 20.77%
12-Month Return
▲ 63.36%
YTD Return
▲ 36.03%
Total Return
▲ 45.67%
Best Trade
Asset
Moderna (MRNA)
Opened at
Jan 13, 2021
Closed at
Jul 21, 2021
Gain
▲ 158.83%
Bio
Tech and Banks
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
25.76%
0
-25.76%
▼ 1.87%
▲ 1.59%
▼ 3.52%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 13.75%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 9.92%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.23%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.66%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.23%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.74%
Jul 2024
▼ 5.09%
▲ 0.98%
▲ 0.58%
Aug 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 1.87%
▲ 1.59%
▼ 3.52%
▲ 14.08%
▲ 5.22%
▲ 13.75%
▲ 5.05%
▲ 3.27%
▲ 9.92%
▼ 12.40%
▼ 4.03%
▼ 0.23%
▲ 11.46%
▲ 5.06%
▲ 9.66%
▼ 2.25%
▲ 3.53%
▼ 1.23%
▲ 25.76%
▲ 1.21%
▲ 3.74%
▼ 5.09%
▲ 0.98%
▲ 0.58%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CMS
CMS Energy
1.98%
▲ 10.70%
1
Open
May 06, 2024
COIN
Coinbase Global
―
▼ 6.77%
2
Close
Apr 27, 2024
SJM
JM Smucker
―
▼ 15.57%
2
Close
Feb 11, 2024
TLT
iShares 20+ Year Treasury Bond ETF
2.17%
▲ 6.82%
1
Open
Feb 11, 2024
ZTS
Zoetis
2.13%
▼ 7.55%
1
Open
Feb 11, 2024
GLD
SPDR Gold Shares
6.83%
▲ 24.20%
1
Open
May 12, 2023
EXC
Exelon
―
▼ 0.06%
2
Close
Mar 29, 2023
ET
Energy Transfer
―
▲ 40.60%
2
Close
Mar 29, 2023
KRE
SPDR S&P Regional Banking ETF
―
▼ 38.96%
2
Close
Mar 29, 2023
SBLK
Star Bulk Carriers
―
▼ 13.97%
2
Close
Mar 29, 2023
SCHW
Charles Schwab
1.42%
▼ 8.99%
3
Open
Jan 12, 2023
FANG
Diamondback
2.88%
▲ 60.31%
1
Open
Dec 19, 2022
UNH
UnitedHealth
2.58%
▲ 9.17%
1
Open
Nov 01, 2022
TTE
TotalEnergies
3.08%
▲ 45.98%
1
Open
Oct 19, 2022
ABT
Abbott Laboratories
―
▼ 4.13%
4
Close
Oct 05, 2022
WMT
Walmart
―
▲ 9.04%
2
Close
Oct 05, 2022
KDP
Keurig Dr Pepper
―
▲ 2.93%
2
Close
Sep 19, 2022
PEP
PepsiCo
2.59%
▲ 9.18%
1
Open
Jul 11, 2022
ABBV
AbbVie
―
▲ 41.60%
2
Close
Jul 01, 2022
DVN
Devon Energy
3.95%
▼ 9.62%
2
Buy
Jun 24, 2022
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