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Fundss - New Portfolio

PerformancePortfolio Details

Tali01

Fundss
Individual Investor
Ranked #212,126 out of 788,370 TipRanks' Investors
Success Rate
68%
26 out of 38
profitable transactions
Average Return
7.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.26%
6-Month Return▲ 8.09%
12-Month Return▲ 33.38%
YTD Return▲ 1.42%
Total Return▲ 117.91%

Best Trade

AssetBitcoin (BTC-USD)
Opened at
Closed at
Gain▲ 61.85%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 0.99%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.23%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.66%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.39%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 3.81%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 1.87%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 1.73%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 0.30%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 0.99%
▼ 13.14%▲ 2.34%▲ 2.23%
▲ 2.93%▲ 2.10%▲ 3.66%
▲ 9.99%▼ 0.89%▼ 1.39%
▲ 26.03%▲ 5.96%▲ 3.81%
▲ 5.97%▼ 2.41%▼ 1.87%
▲ 5.25%▲ 2.69%▲ 1.73%
▼ 9.08%▲ 1.42%▼ 0.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
YYY
Amplify High Income ETF
―
▲ 19.49%
2
Close
Jan 23, 2025
AQC0
Datasea
―
0.00%
2
Close
Jan 23, 2025
QQQ
Invesco QQQ Trust
―
▲ 4.07%
4
Close
Jan 23, 2025
WARAX
WF Absolute Return Fd Cl A
―
▼ 5.32%
2
Close
Jan 23, 2025
VRTX
Vertex Pharmaceuticals
―
▼ 7.65%
2
Close
Jan 23, 2025
MSFT
Microsoft
―
▲ 7.14%
2
Close
Jan 23, 2025
CLNN
Clene
16.67%
▼ 7.90%
1
Open
Jan 23, 2025
CTHR
Charles & Colvard
16.67%
▼ 17.06%
1
Open
Jan 23, 2025
ANIX
Anixa Biosciences
16.67%
▲ 5.48%
1
Open
Jan 23, 2025
AAPL
Apple
―
▲ 14.95%
11
Close
Jan 09, 2025
ADP
Automatic Data Processing
16.67%
▲ 8.87%
1
Open
Oct 10, 2024
SPY
SPDR S&P 500 ETF Trust
―
▲ 12.51%
4
Close
Jun 20, 2024
LTC-USD
Litecoin
―
▲ 11.25%
2
Close
Jun 12, 2024
9810
Premia Dow Jones Emerging ASEAN Titans 100 ETF
―
▼ 4.80%
2
Close
Jun 12, 2024
GAPAX
Goldman Sachs Dynamic Global Equity Fund Class A
―
▲ 5.23%
2
Close
Jun 10, 2024
RA
Brookfield Real Assets Income Fund Inc of Benef. Interest
―
▲ 6.78%
2
Close
Jun 10, 2024
FXN
First Trust Energy AlphaDEX Fund
―
▲ 10.15%
2
Close
Jun 10, 2024
ASEA
Global X FTSE Southeast Asia ETF
16.67%
▲ 9.49%
1
Open
May 20, 2024
TRWCX
Transamerica International Equity Class C
16.67%
▲ 3.24%
1
Open
May 20, 2024
B
Barnes Group
―
▲ 27.70%
4
Close
Apr 05, 2024