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New Portfolio - New Portfolio

SP

New Portfolio
Individual Investor
Ranked #162,985 out of 789,901 TipRanks' Investors
Success Rate
65%
372 out of 570
profitable transactions
Average Return
0.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.11%
6-Month Return▲ 84.87%
12-Month Return▲ 64.69%
YTD Return▼ 7.74%
Total Return▲ 20.06%

Best Trade

Opened at
Closed at
Gain▲ 202.30%

Bio

Performance

86.82%0-86.82%
▲ 8.13%
▲ 1.21%
▲ 2.50%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 5.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.27%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 0.17%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.67%
Nov 2024
▲ 5.96%
▼ 2.41%
▲ 86.82%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 0.89%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.85%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.50%
▼ 13.14%▲ 2.34%▲ 5.34%
▲ 2.93%▲ 2.10%▲ 0.27%
▲ 10.01%▼ 0.89%▼ 0.17%
▲ 26.01%▲ 5.96%▲ 3.67%
▲ 5.96%▼ 2.41%▲ 86.82%
▲ 5.25%▲ 2.69%▼ 0.89%
▼ 12.86%▼ 1.27%▼ 2.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AbCellera Biologics
8.43%
▼ 43.60%
5
Buy
Feb 22, 2025
PayPal Holdings
7.48%
▼ 17.29%
8
Open
Feb 21, 2025
Comcast
▲ 2.37%
6
Close
Feb 19, 2025
Leidos Holdings
6.93%
▼ 2.40%
5
Open
Feb 12, 2025
Lantheus
12.71%
▲ 3.16%
2
Buy
Feb 08, 2025
Merck & Company
▲ 1.49%
8
Close
Feb 07, 2025
Micron
▼ 0.58%
33
Close
Jan 28, 2025
Axcelis Technologies
▼ 3.71%
2
Close
Jan 28, 2025
Novo Nordisk
▲ 5.00%
2
Close
Jan 27, 2025
Lam Research
▲ 3.11%
24
Close
Jan 16, 2025
Occidental Petroleum
14.52%
▼ 4.19%
9
Buy
Jan 15, 2025
HCA Healthcare
▲ 3.17%
4
Close
Jan 07, 2025
Gitlab
▲ 4.49%
2
Close
Jan 07, 2025
Aptiv
11.44%
▼ 7.83%
3
Buy
Dec 19, 2024
Nike
▲ 3.48%
2
Close
Dec 19, 2024
Chimerix
▲ 102.23%
7
Close
Dec 10, 2024
UiPath
▼ 2.11%
24
Close
Nov 12, 2024
Okta
▲ 5.80%
5
Close
Nov 12, 2024
Shopify
▲ 94.26%
5
Close
Nov 12, 2024
e.l.f. Beauty
▲ 11.43%
2
Close
Nov 07, 2024