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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #351,648 out of 784,572 TipRanks' Investors
Success Rate
50%
210 out of 423
profitable transactions
Average Return
8.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.29%
6-Month Return▲ 19.47%
12-Month Return▲ 4.53%
YTD Return▲ 5.33%
Total Return▲ 45.08%

Best Trade

Opened at
Closed at
Gain▲ 272.31%

Bio

my portfolio. Mix of value, growth, shareholder return stocks.

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 4.72%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.06%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.49%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 1.41%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.45%
Nov 2024
▲ 5.91%
▼ 2.41%
▼ 4.33%
Dec 2024
▲ 4.65%
▲ 2.69%
▲ 4.87%
Jan 2025
▼ 13.89%
▼ 0.67%
▲ 0.43%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.72%
▼ 13.14%▲ 2.34%▼ 2.06%
▲ 2.93%▲ 2.10%▲ 1.49%
▲ 9.99%▼ 0.89%▲ 1.41%
▲ 26.04%▲ 5.96%▲ 7.45%
▲ 5.91%▼ 2.41%▼ 4.33%
▲ 4.65%▲ 2.69%▲ 4.87%
▼ 13.89%▼ 0.67%▲ 0.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Las Vegas Sands
0.89%
▼ 21.51%
13
Buy
Apr 18, 2024
Nvidia
0%
▲ 64.60%
8
Sell
Apr 18, 2024
InMode
▼ 46.19%
8
Close
Apr 18, 2024
Pioneer Power Solutions
1.22%
▼ 2.00%
5
Buy
Apr 18, 2024
Gatekeeper Systems
0.11%
▼ 37.07%
1
Open
Apr 18, 2024
Evolv Technologies Holdings
0.42%
▲ 7.36%
1
Open
Apr 18, 2024
Pfizer
▼ 2.33%
7
Close
Mar 27, 2024
Altigen Communications
0.61%
▼ 19.96%
5
Buy
Mar 27, 2024
Alight
▼ 5.26%
2
Close
Mar 20, 2024
Meta Platforms
2.33%
▲ 50.70%
13
Sell
Mar 16, 2024
Amazon
1.6%
▲ 26.06%
16
Open
Mar 16, 2024
AerSale Corporation
2.64%
▼ 48.06%
12
Buy
Mar 12, 2024
Alphabet Class A
▼ 0.71%
4
Close
Mar 12, 2024
Perion Network
1.19%
▼ 53.53%
15
Buy
Feb 09, 2024
Flagstar Financial
0.79%
▼ 56.40%
9
Buy
Feb 02, 2024
International Business Machines
▲ 14.82%
11
Close
Jan 27, 2024
RiverNorth Opportunities Fund, Inc.
▲ 2.76%
8
Close
Jan 20, 2024
Verizon
▼ 9.27%
8
Close
Jan 20, 2024
Phillips 66
▲ 75.11%
4
Close
Jan 20, 2024
fuboTV
▼ 90.72%
4
Close
Jan 20, 2024