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New Portfolio - New Portfolio

PerformancePortfolio Details

v3071185@yahoo.com

New Portfolio
Individual Investor
Ranked #119,112 out of 788,370 TipRanks' Investors
Success Rate
63%
158 out of 252
profitable transactions
Average Return
15.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.93%
6-Month Return▲ 11.71%
12-Month Return▲ 18.73%
YTD Return▲ 7.42%
Total Return▲ 21.61%

Best Trade

AssetSpotify Tec... (SPOT)
Opened at
Closed at-
Gain▲ 472.51%

Bio

Long-term portfolio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 3.79%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.83%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.72%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.87%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.64%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.57%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 6.06%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 1.28%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.79%
▼ 13.14%▲ 2.34%▲ 2.83%
▲ 2.93%▲ 2.10%▲ 4.72%
▲ 9.99%▼ 0.89%▼ 1.87%
▲ 26.03%▲ 5.96%▲ 4.64%
▲ 5.97%▼ 2.41%▼ 4.57%
▲ 5.25%▲ 2.69%▲ 6.06%
▼ 9.08%▲ 1.42%▲ 1.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ADBE
Adobe
2.78%
▲ 0.85%
7
Sell
Dec 31, 2024
IIPR
Innovative Industrial Properties
0.68%
▼ 21.41%
7
Sell
Dec 31, 2024
BEKE
KE Holdings Inc. Sponsored ADR Class A
2.03%
▲ 26.79%
3
Buy
Dec 31, 2024
EPAM
Epam Systems
3.27%
▼ 18.54%
9
Buy
Dec 31, 2024
RBLX
Roblox
0%
▲ 24.47%
2
Sell
Dec 31, 2024
ALGN
Align Tech
1.19%
▼ 8.44%
4
Buy
Dec 31, 2024
PBR
Petroleo Brasileiro SA- Petrobras
0%
▲ 93.14%
2
Sell
Dec 31, 2024
NEE
NextEra Energy
0%
▼ 0.43%
3
Sell
Dec 31, 2024
PAYC
Paycom
3%
▼ 15.81%
3
Buy
Dec 31, 2024
MKTX
Marketaxess Holdings
0%
▼ 22.79%
2
Sell
Dec 31, 2024
HUM
Humana
0%
▼ 37.18%
2
Sell
Dec 31, 2024
CHTR
Charter Communications
0%
▲ 24.36%
2
Sell
Dec 31, 2024
SPY
SPDR S&P 500 ETF Trust
8.46%
▲ 2.36%
1
Open
Dec 31, 2024
VZ
Verizon
0%
▲ 29.34%
3
Sell
Apr 25, 2024
COIN
Coinbase Global
0%
▲ 72.21%
6
Sell
Apr 02, 2024
QQQ
Invesco QQQ Trust
15.66%
▲ 68.61%
7
Buy
Apr 02, 2024
S
SentinelOne
0%
▲ 0.82%
2
Sell
Apr 02, 2024
ZI
ZoomInfo Technologies
0%
▼ 58.70%
6
Sell
Apr 02, 2024
AAP
Advance Auto Parts
0%
▼ 35.20%
2
Sell
Apr 02, 2024
PFE
Pfizer
0%
▲ 1.63%
2
Sell
Apr 02, 2024