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New Portfolio - New Portfolio
xyz
New PortfolioIndividual Investor
Ranked #126,832 out of 753,381 TipRanks' Investors
Success Rate
62 out of 97
profitable transactions
profitable transactions
Average Return
5.61%
Average return
per transaction
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
Bio
Tech and Banks
Performance
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
▼ 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
CMS Energy
1.98%
▲ 10.70%
1
Open
May 06, 2024
Coinbase Global
―
▼ 6.77%
2
Close
Apr 27, 2024
JM Smucker
―
▼ 15.57%
2
Close
Feb 11, 2024
iShares 20+ Year Treasury Bond ETF
2.17%
▲ 6.82%
1
Open
Feb 11, 2024
Zoetis
2.13%
▼ 7.55%
1
Open
Feb 11, 2024
SPDR Gold Shares
6.83%
▲ 24.20%
1
Open
May 12, 2023
Exelon
―
▼ 0.06%
2
Close
Mar 29, 2023
Energy Transfer
―
▲ 40.60%
2
Close
Mar 29, 2023
SPDR S&P Regional Banking ETF
―
▼ 38.96%
2
Close
Mar 29, 2023
Star Bulk Carriers
―
▼ 13.97%
2
Close
Mar 29, 2023
Charles Schwab
1.42%
▼ 8.99%
3
Open
Jan 12, 2023
Diamondback
2.88%
▲ 60.31%
1
Open
Dec 19, 2022
UnitedHealth
2.58%
▲ 9.17%
1
Open
Nov 01, 2022
TotalEnergies
3.08%
▲ 45.98%
1
Open
Oct 19, 2022
Abbott Laboratories
―
▼ 4.13%
4
Close
Oct 05, 2022
Walmart
―
▲ 9.04%
2
Close
Oct 05, 2022
Keurig Dr Pepper
―
▲ 2.93%
2
Close
Sep 19, 2022
PepsiCo
2.59%
▲ 9.18%
1
Open
Jul 11, 2022
AbbVie
―
▲ 41.60%
2
Close
Jul 01, 2022
Devon Energy
3.95%
▼ 9.62%
2
Buy
Jun 24, 2022