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New Portfolio - New Portfolio
New Portfolio
Individual Investor
Ranked #77,259 out of 747,528 TipRanks' Investors
Success Rate
159 out of 244
profitable transactions
profitable transactions
Average Return
12.36%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.82%
6-Month Return▲ 13.62%
12-Month Return▲ 16.79%
YTD Return▲ 13.04%
Total Return▲ 41.59%
Best Trade
Bio
Performance
17.48%0-17.48%
▲ 5.14%
▲ 4.57%
▲ 3.42%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.91%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.29%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.60%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.07%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.99%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.05%
Jun 2024
▲ 17.48%
▲ 1.55%
▲ 4.67%
Jul 2024
▲ 5.14%▲ 4.57%▲ 3.42%
▼ 1.87%▲ 1.59%▼ 1.91%
▲ 14.08%▲ 5.22%▲ 3.29%
▲ 5.05%▲ 3.27%▲ 0.60%
▼ 12.40%▼ 4.03%▼ 2.07%
▲ 11.46%▲ 5.06%▲ 3.99%
▼ 2.25%▲ 3.53%▲ 4.05%
▲ 17.48%▲ 1.55%▲ 4.67%
Recent Activity
Palantir Technologies
0.03%
▲ 20.11%
4
Buy
Apr 06, 2024
Uber Technologies
0.04%
▼ 16.72%
4
Buy
Mar 22, 2024
Tesla
6.43%
▲ 6.13%
15
Buy
Mar 16, 2024
Novo Nordisk
0.92%
▲ 25.00%
3
Buy
Mar 16, 2024
Celsius Holdings
0.01%
▲ 19.36%
5
Open
Feb 03, 2024
Schwab US Dividend Equity ETF
21.92%
▲ 15.99%
25
Buy
Dec 23, 2023
SPDR Portfolio S&P 500 ETF
2.42%
▲ 32.88%
33
Buy
Nov 18, 2023
The Hershey Company
1.53%
▼ 6.81%
3
Buy
Nov 18, 2023
Alphabet Class A
3.14%
▲ 59.24%
10
Buy
Nov 04, 2023
Apple
29.17%
▲ 56.63%
18
Buy
Sep 09, 2023
Marsh & Mclennan Companies
0.58%
▲ 12.49%
1
Open
Aug 26, 2023
Vanguard S&P 500 ETF
3.04%
▲ 38.09%
7
Buy
Jul 18, 2023
SPDR Dow Jones Industrial Average ETF Trust
1.56%
▲ 22.16%
2
Buy
Jul 18, 2023
Costco
―
▲ 17.60%
9
Close
Apr 08, 2023
S&P Global
―
▼ 8.19%
4
Close
Apr 08, 2023
American Express
―
▲ 32.78%
4
Close
Mar 25, 2023
Microsoft
―
▼ 2.69%
6
Close
Nov 06, 2022
Starbucks
1.06%
▼ 14.16%
5
Sell
Oct 29, 2022
Nike
―
▼ 33.52%
10
Close
Oct 16, 2022
Nvidia
―
▼ 40.93%
10
Close
Oct 16, 2022