New Portfolio - New Portfolio

EW

New Portfolio
Individual Investor
Ranked #148,587 out of 756,513 TipRanks' Investors
Success Rate
48%
56 out of 118
profitable transactions
Average Return
28.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.37%
6-Month Return▲ 11.42%
12-Month Return▲ 31.18%
YTD Return▲ 18.99%
Total Return▲ 119.52%

Best Trade

Opened at
Closed at-
Gain▲ 1550.73%

Bio

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

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 6.45%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.53%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.01%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.93%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.24%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 9.79%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.06%
Aug 2024
▼ 0.96%
▼ 0.30%
▼ 0.28%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 6.45%
▲ 5.05%▲ 3.27%▲ 1.53%
▼ 12.40%▼ 4.03%▼ 9.01%
▲ 11.46%▲ 5.06%▲ 3.93%
▼ 2.25%▲ 3.53%▲ 4.24%
▲ 25.76%▲ 1.21%▲ 9.79%
▼ 4.21%▲ 2.34%▲ 1.06%
▼ 0.96%▼ 0.30%▼ 0.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CTO Realty Growth
▼ 7.19%
2
Close
Sep 08, 2023
Walt Disney
▼ 37.33%
2
Close
Sep 07, 2023
Salesforce
4.17%
▲ 7.04%
5
Open
Sep 07, 2023
CrowdStrike Holdings
4.17%
▲ 8.82%
3
Open
Sep 07, 2023
Moderna
▼ 71.85%
2
Close
Sep 07, 2023
Standard Lithium Ltd
▼ 64.81%
2
Close
Sep 07, 2023
Seelos Therapeutics
▲ 34.66%
2
Close
Sep 07, 2023
Iovance Biotherapeutics
▼ 22.56%
2
Close
Sep 07, 2023
Stanley Black & Decker
4.17%
▲ 39.43%
1
Open
Mar 28, 2023
Concord Acquisition
▼ 13.16%
2
Close
Mar 03, 2023
Archaea Energy
▲ 20.93%
2
Close
Mar 03, 2023
Aberdeen Standard Physical Gold Shares ETF
▲ 22.41%
2
Close
Mar 03, 2023
Anavex Life Sciences
4.17%
▼ 43.86%
3
Open
Feb 27, 2023
Ocular Therapeutix
4.17%
▲ 51.01%
1
Open
Feb 27, 2023
Enbridge
4.17%
▲ 16.84%
1
Open
Sep 21, 2022
International Business Machines
4.17%
▲ 86.11%
1
Open
Sep 21, 2022
AT&T
4.17%
▲ 51.61%
1
Open
Sep 21, 2022
Aurinia Pharmaceuticals
▲ 55.40%
2
Close
May 25, 2022
CyberArk Software
▲ 12.93%
2
Close
May 25, 2022
Gray Television
▲ 9.74%
2
Close
May 25, 2022