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New Portfolio - New Portfolio

SP

New Portfolio
Individual Investor
Ranked #116,267 out of 795,507 TipRanks' Investors
Success Rate
65%
373 out of 575
profitable transactions
Average Return
0.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 13.85%
6-Month Return▲ 53.69%
12-Month Return▲ 50.50%
YTD Return▼ 20.18%
Total Return▲ 4.26%

Best Trade

Opened at
Closed at
Gain▲ 202.30%

Bio

Performance

87.51%0-87.51%
▲ 2.92%
▲ 2.10%
▲ 0.27%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.17%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 3.67%
Nov 2024
▲ 5.34%
▼ 2.41%
▲ 87.51%
Dec 2024
▲ 5.99%
▲ 2.69%
▼ 1.45%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.85%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.84%
Mar 2025
▼ 12.15%
▼ 4.55%
▼ 10.51%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 0.27%
▲ 10.00%▼ 0.89%▼ 0.17%
▲ 25.98%▲ 5.96%▲ 3.67%
▲ 5.34%▼ 2.41%▲ 87.51%
▲ 5.99%▲ 2.69%▼ 1.45%
▼ 12.86%▼ 1.27%▼ 2.85%
▼ 1.80%▼ 5.57%▼ 6.84%
▼ 12.15%▼ 4.55%▼ 10.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PayPal Holdings
▼ 16.83%
10
Close
Apr 09, 2025
Leidos Holdings
▲ 0.21%
6
Close
Apr 03, 2025
Lantheus
▲ 8.49%
3
Close
Mar 25, 2025
Marvell
7.45%
▼ 25.42%
1
Open
Mar 25, 2025
Datadog
11.01%
▼ 7.65%
4
Buy
Mar 20, 2025
AbCellera Biologics
13.17%
▼ 34.02%
6
Buy
Mar 08, 2025
Comcast
▲ 2.37%
6
Close
Feb 19, 2025
Merck & Company
▲ 1.49%
8
Close
Feb 07, 2025
Micron
▼ 1.83%
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
13.15%
▼ 12.02%
9
Buy
Jan 15, 2025
HCA Healthcare
▲ 3.17%
4
Close
Jan 07, 2025
Gitlab
▲ 4.49%
2
Close
Jan 07, 2025
Aptiv
9.56%
▼ 31.00%
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