Forbes1 - New Portfolio

wrf967@gmail.com

Forbes1
Individual Investor
Ranked #87,534 out of 759,673 TipRanks' Investors
Success Rate
71%
31 out of 44
profitable transactions
Average Return
25.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.26%
6-Month Return▲ 5.83%
12-Month Return▲ 29.53%
YTD Return▲ 10.71%
Total Return▲ 28.84%

Best Trade

Opened at
Closed at-
Gain▲ 187.77%

Bio

Blue Chip

Performance

25.76%0-25.76%
▲ 5.05%
▲ 3.27%
▲ 2.42%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.95%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.92%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.45%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.45%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.49%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 1.27%
Sep 2024
▼ 2.00%
▼ 1.04%
▼ 0.79%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 2.42%
▼ 12.40%▼ 4.03%▼ 4.95%
▲ 11.46%▲ 5.06%▲ 2.92%
▼ 2.25%▲ 3.53%▼ 0.45%
▲ 25.76%▲ 1.21%▲ 3.45%
▼ 4.21%▲ 2.34%▲ 2.49%
▲ 7.81%▲ 2.10%▲ 1.27%
▼ 2.00%▼ 1.04%▼ 0.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coupa Software
▲ 15.75%
2
Close
Feb 28, 2023
Snap
2.33%
▼ 6.25%
1
Open
Sep 14, 2022
Zscaler
2.33%
▼ 4.95%
1
Open
Sep 14, 2022
Enphase Energy
2.33%
▼ 66.50%
1
Open
Sep 07, 2022
Target
2.33%
▼ 19.59%
1
Open
Feb 17, 2022
HF Sinclair Corporation
2.33%
▲ 41.71%
1
Open
Feb 17, 2022
Federal Realty
2.33%
▲ 5.77%
1
Open
Feb 17, 2022
BlackRock
2.33%
▲ 34.20%
1
Open
Feb 17, 2022
Aptiv
2.33%
▼ 50.86%
1
Open
Feb 17, 2022
United Parcel
2.33%
▼ 30.72%
1
Open
Feb 17, 2022
Stryker
2.33%
▲ 43.87%
1
Open
Feb 17, 2022
UnitedHealth
2.33%
▲ 29.73%
1
Open
Feb 17, 2022
Starbucks
2.33%
▲ 10.08%
1
Open
Feb 17, 2022
Wells Fargo
2.33%
▲ 7.96%
1
Open
Feb 17, 2022
Ecolab
2.33%
▲ 45.44%
1
Open
Feb 17, 2022
Medtronic
2.33%
▼ 5.17%
1
Open
Feb 17, 2022
McDonald's
2.33%
▲ 28.86%
1
Open
Feb 17, 2022
Analog Devices
2.33%
▲ 49.59%
1
Open
Feb 17, 2022
Emerson Electric Company
2.33%
▲ 26.49%
1
Open
Feb 17, 2022
Linde
2.33%
▲ 62.68%
1
Open
Feb 17, 2022