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New Portfolio - New Portfolio

PerformancePortfolio Details

dan

New Portfolio
Individual Investor
Ranked #552,926 out of 781,348 TipRanks' Investors
Success Rate
55%
94 out of 170
profitable transactions
Average Return
-1.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.22%
6-Month Return▲ 1.26%
12-Month Return▲ 31.62%
YTD Return▲ 2.59%
Total Return▼ 13.87%

Best Trade

AssetBitcoin (BTC-USD)
Opened at
Closed at-
Gain▲ 528.05%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.82%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.87%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 12.08%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.44%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 5.82%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.88%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 0.49%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 2.59%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.82%
▲ 8.13%▲ 1.21%▲ 4.87%
▼ 13.14%▲ 2.34%▼ 12.08%
▲ 2.93%▲ 2.10%▲ 2.44%
▲ 10.00%▼ 0.89%▲ 5.82%
▲ 26.04%▲ 5.96%▲ 7.88%
▲ 5.93%▼ 2.41%▲ 0.49%
▲ 6.90%▲ 1.96%▲ 2.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VNQ
Vanguard Real Estate ETF
0.01%
▼ 0.23%
4
Sell
Nov 03, 2024
VUG
Vanguard Growth ETF
7.42%
▲ 7.84%
2
Buy
Nov 03, 2024
TLT
iShares 20+ Year Treasury Bond ETF
1.02%
▲ 2.41%
7
Buy
Nov 01, 2024
ELDN
Eledon Pharmaceuticals
0.98%
▲ 227.20%
3
Sell
Nov 01, 2024
BYON
Beyond Inc
―
▼ 89.06%
18
Close
Oct 27, 2024
FXI
iShares China Large-Cap ETF
0%
▼ 0.52%
4
Sell
Oct 27, 2024
VOO
Vanguard S&P 500 ETF
9.76%
▲ 19.33%
7
Buy
Oct 27, 2024
GDX
VanEck Gold Miners ETF
0%
▲ 24.56%
6
Sell
Oct 14, 2024
JSPR
Jasper Therapeutics
0.18%
▼ 69.32%
2
Buy
Oct 14, 2024
VTI
Vanguard Total Stock Market ETF
0%
▲ 6.30%
2
Sell
Oct 14, 2024
RANI
Rani Therapeutics Holdings
0.16%
▼ 55.66%
1
Open
Oct 14, 2024
XQQ
iShares NASDAQ 100 Index ETF (CAD-Hedged)
3.13%
▲ 40.33%
13
Sell
Sep 26, 2024
XSP
iShares Core S&P 500 Index ETF (CAD-Hedged)
0%
▲ 28.78%
9
Sell
Sep 26, 2024
XIU
iShares S&P/TSX 60 Index ETF
1.57%
▲ 32.82%
4
Sell
Sep 26, 2024
XLU
Utilities Select Sector SPDR Fund
0%
▲ 37.20%
3
Sell
Sep 26, 2024
IWM
iShares Russell 2000 ETF
0%
▲ 29.10%
6
Sell
Sep 26, 2024
ZDJ
BMO DJ IndAv Heg ETF
2.77%
▲ 18.33%
5
Sell
Sep 26, 2024
XBM
iShr SP/TSXGblBseMtl
0%
▼ 5.14%
2
Sell
Sep 26, 2024
ZMMK
BMO Money Market Fund Trust Units Series -ETF-
4.08%
▲ 1.45%
2
Buy
Sep 26, 2024
AMPX
Amprius Technologies Inc
1.47%
▲ 54.09%
2
Buy
Jul 11, 2024