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Fundss - New Portfolio

Tali01

Fundss
Individual Investor
Ranked #210,131 out of 781,107 TipRanks' Investors
Success Rate
69%
24 out of 35
profitable transactions
Average Return
8.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.72%
6-Month Return▲ 8.40%
12-Month Return▲ 41.75%
YTD Return▲ 1.74%
Total Return▲ 116.34%

Best Trade

Opened at
Closed at
Gain▲ 61.85%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.90%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.99%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.23%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.66%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.39%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.81%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.89%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 1.74%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.90%
▲ 8.13%▲ 1.21%▲ 0.99%
▼ 13.14%▲ 2.34%▲ 2.23%
▲ 2.93%▲ 2.10%▲ 3.66%
▲ 10.00%▼ 0.89%▼ 1.39%
▲ 26.04%▲ 5.96%▲ 3.81%
▲ 5.93%▼ 2.41%▼ 2.89%
▲ 6.90%▲ 1.96%▲ 1.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
▲ 14.73%
11
Close
Jan 09, 2025
Invesco QQQ Trust
11.11%
▲ 2.99%
3
Open
Nov 19, 2024
Microsoft
11.11%
▲ 2.90%
1
Open
Nov 19, 2024
Vertex Pharmaceuticals
11.11%
▼ 11.37%
1
Open
Oct 10, 2024
Automatic Data Processing
11.11%
▲ 3.77%
1
Open
Oct 10, 2024
SPDR S&P 500 ETF Trust
▲ 12.51%
4
Close
Jun 20, 2024
Litecoin
▲ 11.25%
2
Close
Jun 12, 2024
Premia Dow Jones Emerging ASEAN Titans 100 ETF
▼ 4.80%
2
Close
Jun 12, 2024
Goldman Sachs Dynamic Global Equity Fund Class A
▲ 5.23%
2
Close
Jun 10, 2024
Brookfield Real Assets Income Fund Inc of Benef. Interest
▲ 6.78%
2
Close
Jun 10, 2024
First Trust Energy AlphaDEX Fund
▲ 10.15%
2
Close
Jun 10, 2024
WF Absolute Return Fd Cl A
11.11%
▼ 5.86%
1
Open
May 22, 2024
Datasea
11.11%
0.00%
1
Open
May 20, 2024
Global X FTSE Southeast Asia ETF
11.11%
▲ 9.70%
1
Open
May 20, 2024
Transamerica International Equity Class C
11.11%
▼ 3.95%
1
Open
May 20, 2024
Barnes Group
▲ 27.70%
4
Close
Apr 05, 2024
Bitcoin
▲ 53.70%
3
Close
Jan 03, 2024
Amazon
▲ 31.75%
3
Close
Jan 03, 2024
The Lovesac Company
▼ 57.58%
2
Close
Jan 02, 2024
Sagimet Biosciences, Inc. Class A
▼ 56.70%
2
Close
Jan 02, 2024