New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #99,034 out of 794,241 TipRanks' Investors
Success Rate
68%
15 out of 22
profitable transactions
Average Return
45.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.57%
6-Month Return▲ 6.26%
12-Month Return▲ 10.20%
YTD Return▼ 4.05%
Total Return▼ 45.60%

Best Trade

Opened at
Closed at-
Gain▲ 475.66%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.70%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.56%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 7.90%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.52%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 5.36%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 3.66%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.93%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.96%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 0.70%
▲ 2.93%▲ 2.10%▲ 5.56%
▲ 10.00%▼ 0.89%▲ 7.90%
▲ 26.01%▲ 5.96%▲ 9.52%
▲ 5.33%▼ 2.41%▼ 5.36%
▲ 5.87%▲ 2.69%▲ 3.66%
▼ 12.86%▼ 1.27%▼ 0.93%
▼ 1.80%▼ 5.57%▼ 6.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sagimet Biosciences, Inc. Class A
5%
▼ 36.92%
1
Open
Oct 04, 2024
Energy Transfer
5%
▲ 27.80%
1
Open
Jun 12, 2024
Coca-Cola
5%
▲ 26.65%
1
Open
Jun 06, 2023
Marvell
5%
▼ 0.54%
1
Open
May 30, 2023
Palantir Technologies
5%
▲ 475.66%
1
Open
May 30, 2023
Li Auto
5%
▼ 11.89%
1
Open
May 19, 2023
Sigma Lithium
5%
▼ 74.83%
1
Open
May 19, 2023
Enterprise Products Partners
5%
▲ 51.17%
1
Open
Apr 04, 2023
Datadog
5%
▲ 43.00%
1
Open
Apr 03, 2023
Exxon Mobil
5%
▲ 21.87%
1
Open
Mar 22, 2023
NextNav
▼ 65.18%
2
Close
Aug 17, 2022
Uber Technologies
5%
▲ 143.57%
2
Buy
Aug 17, 2022
Alphabet Class A
5%
▲ 32.01%
1
Open
Aug 17, 2022
Apple
5%
▲ 29.57%
1
Open
Aug 17, 2022
Targa Resources
5%
▲ 218.06%
1
Open
Aug 17, 2022
Nio
5%
▼ 80.73%
1
Open
Aug 17, 2022
CoStar Group
5%
▲ 7.73%
1
Open
Aug 17, 2022
Microsoft
5%
▲ 33.99%
1
Open
Aug 17, 2022
Cleanspark
5%
▲ 48.53%
1
Open
Aug 17, 2022
B2Gold
5%
▲ 0.21%
1
Open
Aug 17, 2022