tiprankstipranks

New Portfolio - New Portfolio

dan

New Portfolio
Individual Investor
Ranked #553,867 out of 747,498 TipRanks' Investors
Success Rate
54%
86 out of 158
profitable transactions
Average Return
-6.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 16.43%
6-Month Return▲ 29.57%
12-Month Return▲ 29.97%
YTD Return▲ 18.53%
Total Return▼ 23.45%

Best Trade

Opened at
Closed at-
Gain▲ 303.33%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 15.63%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 6.09%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 16.60%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 7.61%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 14.90%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.11%
May 2024
▼ 2.25%
▲ 3.53%
▼ 8.05%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 18.90%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 15.63%
▼ 1.87%▲ 1.59%▼ 6.09%
▲ 14.08%▲ 5.22%▲ 16.60%
▲ 5.05%▲ 3.27%▲ 7.61%
▼ 12.40%▼ 4.03%▼ 14.90%
▲ 11.46%▲ 5.06%▲ 8.11%
▼ 2.25%▲ 3.53%▼ 8.05%
▲ 25.65%▲ 0.88%▲ 18.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares Russell 2000 ETF
2.93%
▲ 21.05%
5
Sell
Jul 11, 2024
BMO DJ IndAv Heg ETF
8.6%
▲ 8.28%
4
Buy
Jul 11, 2024
Amprius Technologies Inc
1.39%
▼ 39.87%
2
Buy
Jul 11, 2024
Twilio
▼ 26.89%
8
Close
Jul 09, 2024
AST SpaceMobile
▲ 28.60%
2
Close
Jul 09, 2024
Aurora Cannabis
▼ 98.64%
4
Close
Jul 08, 2024
Jasper Therapeutics
0.88%
▼ 4.17%
1
Open
Jul 08, 2024
iShares NASDAQ 100 Index ETF (CAD-Hedged)
14.56%
▲ 27.74%
12
Buy
Apr 19, 2024
iShares Core S&P 500 Index ETF (CAD-Hedged)
15.87%
▲ 17.59%
8
Buy
Apr 19, 2024
Beyond Inc
1.89%
▼ 78.19%
17
Sell
Apr 18, 2024
VanEck Gold Miners ETF
4.05%
▲ 23.31%
4
Sell
Apr 18, 2024
iShares 20+ Year Treasury Bond ETF
2.52%
▲ 7.65%
5
Buy
Apr 18, 2024
Vanguard S&P 500 ETF
13.66%
▲ 16.15%
4
Buy
Apr 18, 2024
iShr SP/TSXGblBseMtl
1.23%
▼ 5.03%
1
Open
Apr 18, 2024
Eledon Pharmaceuticals
2.19%
▲ 116.00%
2
Sell
Apr 03, 2024
Vanguard Health Care ETF
0%
▲ 13.32%
3
Sell
Feb 13, 2024
ProShares Bitcoin Strategy ETF
0%
▲ 36.16%
1
Open
Feb 09, 2024
Real Matters Inc
▼ 37.44%
10
Close
Feb 01, 2024
Purpose Bitcoin ETF -Unhedged-
2.59%
▲ 46.01%
2
Sell
Jan 11, 2024
Purpose Bitcoin ETF
▲ 14.98%
3
Close
Jan 09, 2024