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Ben - New Portfolio

Zettel

Ben
Individual Investor
Ranked #41,030 out of 747,498 TipRanks' Investors
Success Rate
76%
135 out of 177
profitable transactions
Average Return
4.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.88%
6-Month Return▲ 8.36%
12-Month Return▲ 17.43%
YTD Return▲ 10.45%
Total Return▼ 6.25%

Best Trade

Opened at
Closed at
Gain▲ 75.50%

Bio

Portfolio based on stock picks from analyst recommendations, utilizing Tip Ranks, BNN, and TD Direct Investing, as well a few friend and colleague reccomendations.

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 4.72%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.53%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 1.52%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.43%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.58%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.41%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.00%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 1.01%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.72%
▼ 1.87%▲ 1.59%▲ 1.53%
▲ 14.08%▲ 5.22%▼ 1.52%
▲ 5.05%▲ 3.27%▲ 3.43%
▼ 12.40%▼ 4.03%▼ 2.58%
▲ 11.46%▲ 5.06%▲ 6.41%
▼ 2.25%▲ 3.53%▲ 2.00%
▲ 25.65%▲ 0.88%▲ 1.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Global X NASDAQ 100 Covered Call ETF
6.81%
▲ 1.76%
14
Buy
Jul 15, 2024
Amazon
12.83%
▲ 8.31%
16
Open
Jul 08, 2024
JPMorgan Equity Premium Income ETF
2.38%
▲ 3.98%
23
Buy
Jul 05, 2024
Nvidia
8.26%
▼ 4.72%
2
Buy
Jul 05, 2024
Alphabet Class A
24.91%
▲ 18.47%
26
Buy
Jun 18, 2024
PayPal Holdings
4.16%
▼ 0.93%
11
Buy
Jun 10, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
2.16%
▲ 6.44%
11
Open
May 20, 2024
Apple
0.04%
▲ 22.60%
4
Sell
May 18, 2024
JD
▲ 22.89%
4
Close
May 18, 2024
Delta Air Lines
3.18%
▼ 14.25%
1
Open
May 13, 2024
RingCentral
▼ 5.50%
6
Close
May 12, 2024
Microsoft
30.61%
▲ 4.20%
10
Open
Mar 18, 2024
Marvell
4.66%
▼ 0.86%
1
Open
Mar 18, 2024
Marathon Oil
▲ 2.11%
2
Close
Feb 26, 2024
Smith & Wesson Brands
▼ 16.88%
2
Close
Feb 20, 2024
Organogenesis Holdings
▼ 72.04%
3
Close
Oct 31, 2023
Cisco Systems
▲ 13.88%
8
Close
Aug 18, 2023
Lightspeed POS Inc
▼ 2.55%
5
Close
Jul 05, 2023
Westport Fuel Systems
▼ 41.91%
2
Close
Jun 20, 2023
Applied Materials
▲ 4.63%
2
Close
Jun 12, 2023