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New Portfolio - New Portfolio
dya
New PortfolioIndividual Investor
Ranked #91,185 out of 764,637 TipRanks' Investors
Success Rate
375 out of 799
profitable transactions
profitable transactions
Average Return
45.73%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.25%
6-Month Return▲ 7.82%
12-Month Return▲ 31.92%
YTD Return▲ 14.45%
Total Return▲ 174.22%
Best Trade
Bio
Primarily growth stocks for long term commitment; some sector leaders that I may rotate in or out.
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.09%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.06%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.49%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.40%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.18%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.42%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.01%
Oct 2024
▼ 2.57%
▲ 0.42%
▲ 1.20%
Nov 2024
▼ 12.40%▼ 4.03%▼ 4.09%
▲ 11.46%▲ 5.06%▲ 6.06%
▼ 2.25%▲ 3.53%▲ 1.49%
▲ 25.72%▲ 1.21%▲ 1.40%
▼ 4.21%▲ 2.34%▲ 2.18%
▲ 7.82%▲ 2.10%▼ 0.42%
▲ 6.02%▼ 0.89%▲ 0.01%
▼ 2.57%▲ 0.42%▲ 1.20%
Recent Activity
Bank of America
―
▲ 92.61%
6
Close
Oct 22, 2024
PayPal Holdings
0.56%
▼ 20.59%
9
Buy
Oct 16, 2024
Paycom
―
▲ 51.07%
6
Close
Oct 16, 2024
Vanguard Growth ETF
―
▲ 73.97%
4
Close
Oct 16, 2024
Vanguard Short-Term Inflation-Protected Securities ETF
0.85%
▲ 1.54%
6
Buy
Oct 16, 2024
T. Rowe Price Blue Chip Growth Fund, Inc.
―
▲ 28.20%
4
Close
Oct 16, 2024
Franklin Dynatech Fund Class C
―
▲ 92.78%
3
Close
Oct 16, 2024
The Growth Fund of America Class A Shares
―
▲ 59.73%
6
Close
Oct 16, 2024
Franklin Dynatech Fund Class A
―
▲ 19.65%
3
Close
Oct 16, 2024
Fidelity Extended Market Index Fund
―
▲ 40.71%
4
Close
Oct 16, 2024
AB Cap Fund, Inc. - AB Large Cap Growth Fund - Class Z
―
▲ 16.88%
2
Close
Oct 16, 2024
Tesla
0.55%
▲ 355.83%
7
Buy
Oct 16, 2024
Netflix
―
▲ 92.77%
5
Close
Oct 16, 2024
Nvidia
17.8%
▲ 1,920.23%
7
Buy
Oct 16, 2024
Masimo
―
▼ 37.95%
2
Close
Oct 16, 2024
Microsoft
1.62%
▲ 178.26%
9
Buy
Oct 16, 2024
Intuitive Surgical
0.67%
▲ 220.12%
6
Buy
Oct 16, 2024
Agenus
0.02%
▼ 62.66%
10
Open
Oct 16, 2024
Amazon
2.89%
▲ 123.53%
8
Buy
Oct 16, 2024
Wasatch Small Cap Growth Fund Instl Cl
―
▼ 8.02%
4
Close
Oct 16, 2024