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Fundss - New Portfolio

Tali01

Fundss
Individual Investor
Ranked #192,101 out of 769,654 TipRanks' Investors
Success Rate
71%
24 out of 34
profitable transactions
Average Return
8.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.02%
6-Month Return▲ 1.99%
12-Month Return▲ 38.05%
YTD Return▲ 26.21%
Total Return▲ 87.49%

Best Trade

Opened at
Closed at
Gain▲ 70.98%

Bio

Performance

36.08%0-36.08%
▼ 12.40%
▼ 4.03%
▼ 15.81%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.10%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.47%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.00%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.23%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.66%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.39%
Oct 2024
▲ 36.08%
▲ 4.73%
▲ 1.74%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 15.81%
▲ 11.46%▲ 5.06%▲ 2.10%
▼ 2.25%▲ 3.53%▼ 3.47%
▲ 25.72%▲ 1.21%▲ 1.00%
▼ 4.22%▲ 2.34%▲ 2.23%
▲ 7.82%▲ 2.10%▲ 3.66%
▲ 5.70%▼ 0.89%▼ 1.39%
▲ 36.08%▲ 4.73%▲ 1.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco QQQ Trust
11.11%
▲ 1.32%
3
Open
Nov 19, 2024
Microsoft
11.11%
▲ 0.01%
1
Open
Nov 19, 2024
Vertex Pharmaceuticals
11.11%
▼ 5.29%
1
Open
Oct 10, 2024
Automatic Data Processing
11.11%
▲ 6.36%
1
Open
Oct 10, 2024
SPDR S&P 500 ETF Trust
▲ 12.51%
4
Close
Jun 20, 2024
Litecoin
▲ 12.65%
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
▲ 6.77%
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%
▲ 4.51%
1
Open
May 22, 2024
Datasea
11.11%
0.00%
1
Open
May 20, 2024
Global X FTSE Southeast Asia ETF
11.11%
▲ 12.05%
1
Open
May 20, 2024
Transamerica International Equity Class C
11.11%
▼ 2.76%
1
Open
May 20, 2024
Apple
▲ 17.67%
9
Close
Apr 05, 2024
Barnes Group
▲ 27.70%
4
Close
Apr 05, 2024
Bitcoin
▲ 60.97%
3
Close
Jan 03, 2024
Amazon
▲ 22.05%
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