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New Portfolio - New Portfolio

PerformancePortfolio Details

EW

New Portfolio
Individual Investor
Ranked #178,850 out of 784,572 TipRanks' Investors
Success Rate
48%
58 out of 121
profitable transactions
Average Return
31.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.66%
6-Month Return▲ 29.25%
12-Month Return▲ 41.59%
YTD Return▲ 7.99%
Total Return▲ 165.01%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 1544.72%

Bio

This is my (long, mostly growth) investment portfolio.

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 9.79%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.07%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.60%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 1.65%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.92%
Nov 2024
▲ 5.91%
▼ 2.41%
▲ 0.94%
Dec 2024
▲ 4.65%
▲ 2.69%
▲ 6.12%
Jan 2025
▼ 13.89%
▼ 0.67%
▲ 1.76%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 9.79%
▼ 13.14%▲ 2.34%▲ 1.07%
▲ 2.93%▲ 2.10%▲ 1.60%
▲ 9.99%▼ 0.89%▲ 1.65%
▲ 26.04%▲ 5.96%▲ 6.92%
▲ 5.91%▼ 2.41%▲ 0.94%
▲ 4.65%▲ 2.69%▲ 6.12%
▼ 13.89%▼ 0.67%▲ 1.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CRM
Salesforce
―
▲ 18.04%
6
Close
Jan 09, 2025
IONQ
IonQ
4.55%
▼ 18.12%
3
Open
Jan 09, 2025
KZR
Kezar Life Sciences
―
▼ 97.20%
2
Close
Jan 09, 2025
QURE
uniQure
―
▼ 58.92%
2
Close
Jan 09, 2025
OCUL
Ocular Therapeutix
―
▲ 48.83%
2
Close
Jan 09, 2025
TSLA
Tesla
4.55%
▼ 0.69%
1
Open
Jan 09, 2025
PLTR
Palantir Technologies
4.55%
▲ 52.18%
1
Open
Jan 09, 2025
CVS
CVS Health
―
▼ 23.71%
4
Close
Jan 07, 2025
CTO
CTO Realty Growth
―
▼ 7.19%
2
Close
Sep 08, 2023
DIS
Walt Disney
―
▼ 37.33%
2
Close
Sep 07, 2023
CRWD
CrowdStrike Holdings
4.55%
▲ 53.35%
3
Open
Sep 07, 2023
MRNA
Moderna
―
▼ 71.85%
2
Close
Sep 07, 2023
SLI
Standard Lithium Ltd
―
▼ 64.81%
2
Close
Sep 07, 2023
SEELQ
Seelos Therapeutics
―
▲ 34.66%
2
Close
Sep 07, 2023
IOVA
Iovance Biotherapeutics
―
▼ 22.56%
2
Close
Sep 07, 2023
SWK
Stanley Black & Decker
4.55%
▲ 19.22%
1
Open
Mar 28, 2023
CND
Concord Acquisition
―
▼ 13.16%
2
Close
Mar 03, 2023
LFG
Archaea Energy
―
▲ 20.93%
2
Close
Mar 03, 2023
SGOL
Aberdeen Standard Physical Gold Shares ETF
―
▲ 22.41%
2
Close
Mar 03, 2023
AVXL
Anavex Life Sciences
4.55%
▼ 25.41%
3
Open
Feb 27, 2023