Brokerage Account - 7479 - New Portfolio

apowers1975@gmail.com

Brokerage Account - 7479
Individual Investor
Ranked #472,659 out of 758,358 TipRanks' Investors
Success Rate
37%
626 out of 1681
profitable transactions
Average Return
-8.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.29%
6-Month Return▲ 2.18%
12-Month Return▲ 21.47%
YTD Return▼ 1.38%
Total Return▼ 15.47%

Best Trade

Opened at
Closed at-
Gain▲ 437.70%

Bio

Quality, Very Screened Growth Stocks with a Part Exposure to Commodities Tied to the Battery Mega Trend. Stock are purchased with a long-term investing view which means some positions have not yet matured. This is NOT a trading portfolio.

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 4.36%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.14%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.93%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.28%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.64%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.81%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.49%
Aug 2024
▲ 7.84%
▲ 1.66%
▲ 1.50%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 4.36%
▲ 5.05%▲ 3.27%▼ 0.14%
▼ 12.40%▼ 4.03%▼ 5.93%
▲ 11.46%▲ 5.06%▲ 2.28%
▼ 2.25%▲ 3.53%▲ 0.64%
▲ 25.76%▲ 1.21%▲ 2.81%
▼ 4.21%▲ 2.34%▼ 0.49%
▲ 7.84%▲ 1.66%▲ 1.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Six Flags
▲ 54.37%
4
Close
Jul 01, 2024
Shockwave Medical
▲ 47.69%
17
Close
May 30, 2024
Arco Platform
▲ 6.52%
3
Close
Dec 06, 2023
Lithium Americas
▲ 9.30%
29
Close
Oct 03, 2023
Safety Insurance Group
1.48%
▼ 6.18%
27
Buy
Mar 21, 2023
Walker & Dunlop
0.73%
▲ 29.11%
9
Buy
Mar 21, 2023
Boston Omaha
0.68%
▼ 38.34%
29
Buy
Mar 21, 2023
Datadog
1.06%
▲ 39.80%
14
Buy
Mar 21, 2023
Endava
0.21%
▼ 65.71%
9
Buy
Mar 21, 2023
Rimini Street
0.23%
▼ 58.33%
15
Buy
Mar 21, 2023
Radware
0.2%
▲ 9.05%
8
Buy
Mar 21, 2023
Outset Medical
0.02%
▼ 97.85%
19
Buy
Mar 21, 2023
Coupang
2.31%
▼ 4.59%
57
Buy
Mar 17, 2023
Lemonade
0.9%
▼ 19.68%
34
Buy
Mar 17, 2023
Marqeta
0.93%
▼ 36.19%
45
Buy
Mar 17, 2023
NovoCure
0.16%
▼ 79.01%
13
Buy
Mar 17, 2023
Houlihan Lokey
0.28%
▲ 98.09%
3
Buy
Mar 17, 2023
Exponent
0.52%
▲ 18.17%
7
Buy
Mar 17, 2023
JD
1.17%
▼ 39.68%
25
Buy
Mar 17, 2023
Compass Minerals International
0.09%
▼ 71.40%
10
Buy
Mar 17, 2023