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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #69,306 out of 781,107 TipRanks' Investors
Success Rate
68%
108 out of 159
profitable transactions
Average Return
18.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.36%
6-Month Return▲ 1.09%
12-Month Return▲ 16.64%
YTD Return▲ 0.62%
Total Return▲ 329.07%

Best Trade

Opened at
Closed at
Gain▲ 201.68%

Bio

investing portfolio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 4.21%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.57%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.20%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.08%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.75%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 2.21%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.09%
Dec 2024
▲ 7.55%
▲ 1.96%
▲ 0.62%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 4.21%
▲ 8.13%▲ 1.21%▲ 4.57%
▼ 13.14%▲ 2.34%▲ 1.20%
▲ 2.93%▲ 2.10%▲ 1.08%
▲ 10.00%▼ 0.89%▼ 1.75%
▲ 26.04%▲ 5.96%▲ 2.21%
▲ 5.93%▼ 2.41%▼ 4.09%
▲ 7.55%▲ 1.96%▲ 0.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Kraft Heinz
▼ 2.81%
4
Close
Nov 01, 2024
Microsoft
9.96%
▲ 21.44%
17
Sell
Sep 23, 2024
AbbVie
12.99%
▲ 62.18%
11
Buy
Sep 13, 2024
Ferrari
4.4%
▲ 2.22%
9
Open
Aug 19, 2024
Nvidia
4.17%
▲ 19.14%
12
Open
Aug 19, 2024
Amazon
▼ 0.88%
13
Close
Aug 02, 2024
Pfizer
▼ 2.05%
2
Close
May 01, 2024
Chevron
21.19%
▲ 28.70%
16
Buy
Apr 02, 2024
Bank of America
▼ 13.94%
6
Close
Mar 14, 2024
Johnson & Johnson
▲ 13.65%
6
Close
Jan 17, 2024
International Business Machines
6.81%
▲ 50.44%
5
Buy
Jan 17, 2024
Coca-Cola
13.8%
▲ 23.63%
9
Buy
Jan 17, 2024
Apple
26.69%
▲ 65.49%
17
Buy
Dec 07, 2023
Meta Platforms
▲ 4.40%
2
Close
Jul 27, 2023
Verizon
▼ 31.94%
5
Close
Oct 21, 2022
Coinbase Global
▼ 45.90%
2
Close
Jan 24, 2022
Rivian Automotive
▼ 44.77%
2
Close
Jan 24, 2022
Exxon Mobil
▲ 0.72%
7
Close
Nov 19, 2021
PayPal Holdings
▲ 2.57%
5
Close
Sep 28, 2021
Bristol-Myers Squibb
▲ 0.87%
2
Close
Jun 23, 2021