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Portfolio #1 - New Portfolio

PerformancePortfolio Details

Charles Shinn

Portfolio #1
Individual Investor
Ranked #201,647 out of 788,370 TipRanks' Investors
Success Rate
37%
80 out of 217
profitable transactions
Average Return
45.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.88%
6-Month Return▲ 34.65%
12-Month Return▲ 48.01%
YTD Return▲ 7.85%
Total Return▲ 238.46%

Best Trade

AssetTesla (TSLA)
Opened at
Closed at-
Gain▲ 2558.17%

Bio

Spec Stock Long Term

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 4.66%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.68%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 13.32%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.11%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 20.95%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 8.03%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 9.47%
Jan 2025
▼ 10.49%
▼ 0.31%
▼ 1.48%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.66%
▼ 13.14%▲ 2.34%▼ 2.68%
▲ 2.93%▲ 2.10%▲ 13.32%
▲ 9.99%▼ 0.89%▲ 2.11%
▲ 26.03%▲ 5.96%▲ 20.95%
▲ 5.94%▼ 2.41%▼ 8.03%
▲ 5.25%▲ 2.69%▲ 9.47%
▼ 10.49%▼ 0.31%▼ 1.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NVDA
Nvidia
―
▲ 531.19%
2
Close
Feb 22, 2025
MSFT
Microsoft
2.25%
▲ 49.28%
2
Buy
Feb 22, 2025
CPRI
Capri Holdings
0.12%
▼ 10.16%
2
Buy
Feb 22, 2025
VMEO
Vimeo
0.29%
▼ 19.52%
2
Buy
Feb 22, 2025
CRNT
Ceragon Networks
1.64%
▼ 11.99%
2
Buy
Feb 22, 2025
BBAI
BigBearai Holdings
3.7%
0.00%
1
Open
Feb 22, 2025
TTD
Trade Desk
3.93%
0.00%
1
Open
Feb 22, 2025
HOOD
Robinhood Markets
0.28%
▲ 13.47%
2
Buy
Jan 20, 2025
AMAT
Applied Materials
0.23%
▲ 175.34%
2
Buy
Jan 20, 2025
LOW
Lowe's
1.3%
▲ 7.63%
2
Buy
Jan 20, 2025
BMEA
Biomea Fusion
1.89%
▼ 14.71%
2
Buy
Jan 20, 2025
AMD
Advanced Micro Devices
3.02%
▼ 9.36%
1
Open
Jan 20, 2025
WOLF
Wolfspeed
3.73%
▲ 15.93%
1
Open
Jan 09, 2025
HYSR
SunHydrogen
―
▼ 78.71%
3
Close
Dec 29, 2024
QS
QuantumScape
―
▼ 89.90%
3
Close
Dec 29, 2024
MODG
Topgolf Callaway Brands
―
▼ 65.43%
2
Close
Dec 29, 2024
BRK.B
Berkshire Hathaway B
―
▲ 111.05%
3
Close
Dec 29, 2024
T
AT&T
―
▲ 30.02%
3
Close
Dec 29, 2024
CBAT
CBAK Energy Technology
―
▲ 1.89%
2
Close
Dec 29, 2024
CRSP
Crispr Therapeutics AG
2.61%
▼ 32.36%
3
Buy
Dec 29, 2024