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New Portfolio - New Portfolio
QW
New PortfolioIndividual Investor
Ranked #44,487 out of 747,498 TipRanks' Investors
Success Rate
177 out of 255
profitable transactions
profitable transactions
Average Return
17.12%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.18%
6-Month Return▲ 19.03%
12-Month Return▲ 23.98%
YTD Return▲ 21.87%
Total Return▲ 82.28%
Best Trade
Bio
Investing is fun!
Performance
25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▼ 1.30%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.53%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.91%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 1.29%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.21%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.06%
May 2024
▼ 2.25%
▲ 3.53%
▲ 7.22%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 2.57%
Jul 2024
▲ 5.14%▲ 4.57%▼ 1.30%
▼ 1.87%▲ 1.59%▼ 0.53%
▲ 14.08%▲ 5.22%▲ 8.91%
▲ 5.05%▲ 3.27%▼ 1.29%
▼ 12.40%▼ 4.03%▼ 3.21%
▲ 11.46%▲ 5.06%▲ 7.06%
▼ 2.25%▲ 3.53%▲ 7.22%
▲ 25.65%▲ 0.88%▲ 2.57%
Recent Activity
Vanguard S&P 500 ETF
8.84%
▲ 9.34%
38
Buy
Jul 06, 2024
Apple
24.87%
▲ 65.60%
32
Buy
Jul 03, 2024
Nvidia
2.49%
▲ 9.09%
7
Buy
Jul 02, 2024
Meta Platforms
4.24%
▼ 3.41%
5
Buy
Jun 28, 2024
Alphabet Class C
15.18%
▲ 65.54%
2
Buy
Jun 18, 2024
Microsoft
17.37%
▲ 61.75%
21
Buy
Jun 14, 2024
Visa
2.25%
▼ 2.49%
8
Buy
Jun 07, 2024
Amazon
15.48%
▲ 33.22%
6
Buy
Apr 26, 2024
Tesla
1.01%
▲ 32.76%
4
Buy
Apr 17, 2024
Walmart
1.52%
▲ 11.97%
6
Buy
Apr 01, 2024
Nike
―
▼ 0.75%
2
Close
Jan 31, 2024
Palantir Technologies
1.33%
▲ 137.63%
11
Sell
Dec 02, 2023
Vanguard 500 Index Fund Institutional Select Shares
―
▲ 3.51%
14
Close
Nov 19, 2023
Blackstone Group
―
▲ 8.28%
15
Close
Nov 14, 2023
Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
―
▼ 5.40%
28
Close
Nov 04, 2023
UiPath
―
▼ 60.14%
6
Close
Nov 04, 2023
Taiwan Semiconductor Manufacturing
―
▼ 5.05%
11
Close
Nov 04, 2023
RingCentral
―
▼ 86.95%
2
Close
Nov 04, 2023
Fortinet
―
▼ 32.91%
2
Close
Nov 04, 2023
Crown Castle
―
▲ 0.70%
2
Close
Aug 01, 2023