Portfolio 2020 - New Portfolio

Samuel and Kim

Portfolio 2020
Individual Investor
Ranked #108,912 out of 767,968 TipRanks' Investors
Success Rate
52%
199 out of 386
profitable transactions
Average Return
35.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.09%
6-Month Return▲ 24.50%
12-Month Return▲ 67.82%
YTD Return▲ 56.51%
Total Return▲ 95.61%

Best Trade

Opened at
Closed at-
Gain▲ 1028.35%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.60%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.03%
May 2024
▼ 2.25%
▲ 3.53%
▲ 9.26%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.27%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.41%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.96%
Sep 2024
▲ 5.72%
▼ 0.89%
▼ 0.74%
Oct 2024
▲ 19.24%
▲ 3.01%
▲ 7.51%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.60%
▲ 11.46%▲ 5.06%▲ 11.03%
▼ 2.25%▲ 3.53%▲ 9.26%
▲ 25.72%▲ 1.21%▲ 0.27%
▼ 4.22%▲ 2.34%▼ 2.41%
▲ 7.82%▲ 2.10%▲ 3.96%
▲ 5.72%▼ 0.89%▼ 0.74%
▲ 19.24%▲ 3.01%▲ 7.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
59.02%
▲ 486.06%
28
Sell
Nov 14, 2024
ASML Holding
1.37%
▼ 8.27%
15
Sell
Sep 25, 2024
Coinbase Global
▼ 9.00%
9
Close
Sep 16, 2024
Tesla
19.4%
▲ 50.63%
19
Buy
Apr 23, 2024
Crocs
▼ 27.48%
32
Close
Jan 18, 2024
Epam Systems
▼ 50.56%
18
Close
Jan 18, 2024
Alphabet Class A
3.44%
▲ 33.48%
11
Buy
Jan 18, 2024
Microsoft
7.23%
▲ 30.24%
20
Buy
Jan 17, 2024
Apple
6.2%
▲ 48.96%
19
Buy
Dec 18, 2023
Blackstone Group
▲ 18.25%
21
Close
Dec 18, 2023
UnitedHealth
▲ 12.62%
9
Close
Nov 16, 2023
ChargePoint Holdings
▼ 53.11%
4
Close
Jun 09, 2023
Ouster
▼ 60.14%
2
Close
Jun 09, 2023
JPMorgan Chase & Co.
▲ 7.66%
3
Close
May 30, 2023
CVS Health
▼ 4.19%
5
Close
May 30, 2023
Nikola
▼ 68.54%
7
Close
May 26, 2023
Costco
▲ 3.21%
13
Close
Apr 06, 2023
Velodyne Lidar
▼ 69.50%
8
Close
Feb 16, 2023
Amazon
3.32%
▲ 42.44%
9
Buy
Dec 16, 2022
Goldman Sachs Group
▼ 8.93%
13
Close
Sep 13, 2022