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New Portfolio - New Portfolio

PerformancePortfolio Details

Zach Y

New Portfolio
Individual Investor
Ranked #80,799 out of 776,512 TipRanks' Investors
Success Rate
63%
91 out of 144
profitable transactions
Average Return
23.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.47%
6-Month Return▼ 0.95%
12-Month Return▲ 20.75%
YTD Return▲ 17.52%
Total Return▲ 65.62%

Best Trade

AssetPlug Power (PLUG)
Opened at
Closed at
Gain▲ 580.76%

Bio

Journey of a thousand dollars, start from a penny

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.66%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.88%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 9.04%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 3.46%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 8.71%
Sep 2024
▲ 5.26%
▼ 0.89%
▲ 4.01%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.71%
Nov 2024
▲ 5.26%
▲ 0.13%
▼ 2.86%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 5.66%
▼ 2.25%▲ 3.53%▼ 1.88%
▲ 25.71%▲ 1.21%▼ 9.04%
▼ 4.22%▲ 2.34%▼ 3.46%
▲ 7.82%▲ 2.10%▲ 8.71%
▲ 5.26%▼ 0.89%▲ 4.01%
▲ 43.22%▲ 5.96%▲ 3.71%
▲ 5.26%▲ 0.13%▼ 2.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AMD
Advanced Micro Devices
7.66%
▼ 7.07%
4
Buy
Dec 12, 2024
BA
Boeing
6.32%
▲ 6.88%
10
Buy
Nov 18, 2024
ASML
ASML Holding
6.26%
▲ 8.19%
1
Open
Nov 18, 2024
DIS
Walt Disney
0%
▲ 13.88%
15
Sell
Nov 14, 2024
GOOGL
Alphabet Class A
0%
▲ 77.64%
12
Sell
Oct 15, 2024
PLTR
Palantir Technologies
0%
▲ 138.09%
1
Open
Sep 09, 2024
MTTR
Matterport
0%
▲ 12.88%
4
Sell
Aug 26, 2024
NVDA
Nvidia
0%
▲ 17.81%
5
Sell
Aug 21, 2024
WMT
Walmart
0%
▲ 26.46%
1
Open
Aug 16, 2024
MU
Micron
15.71%
▲ 26.37%
21
Buy
Jun 21, 2024
TIGR
Up Fintech Holding
0%
▲ 104.83%
5
Sell
May 14, 2024
O39
OCBC
0%
▲ 36.85%
1
Open
Jan 31, 2024
NLST
Netlist
0.79%
▼ 57.98%
4
Open
Jan 03, 2024
D05
DBS Group Holdings
0%
▲ 60.23%
1
Open
Nov 27, 2023
C6L
SIA - Singapore Airlines
0%
▲ 9.51%
1
Open
Nov 27, 2023
OKUR
OnKure Therapeutics
1.26%
▼ 83.58%
14
Buy
Nov 10, 2023
KO
Coca-Cola
0%
▲ 5.24%
4
Open
Oct 15, 2023
AMPS
Altus Power
―
▼ 11.97%
2
Close
Oct 15, 2023
UAL
United Airlines Holdings
0%
▲ 55.44%
3
Open
Aug 07, 2023
MVST
Microvast Holdings
―
▲ 33.16%
2
Close
Aug 07, 2023