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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #358,344 out of 775,923 TipRanks' Investors
Success Rate
50%
210 out of 423
profitable transactions
Average Return
5.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.53%
6-Month Return▲ 8.63%
12-Month Return▼ 6.41%
YTD Return▼ 6.65%
Total Return▲ 36.80%

Best Trade

Opened at
Closed at
Gain▲ 272.31%

Bio

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

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.49%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.67%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.72%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.06%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.50%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 1.41%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.45%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.99%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.49%
▼ 2.25%▲ 3.53%▼ 4.67%
▲ 25.71%▲ 1.21%▲ 4.72%
▼ 4.22%▲ 2.34%▼ 2.06%
▲ 7.82%▲ 2.10%▲ 1.50%
▲ 5.38%▼ 0.89%▲ 1.41%
▲ 43.22%▲ 5.96%▲ 7.45%
▲ 3.34%▼ 1.56%▼ 4.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Las Vegas Sands
1.07%
▼ 7.91%
13
Buy
Apr 18, 2024
Nvidia
0%
▲ 68.19%
8
Sell
Apr 18, 2024
InMode
▼ 46.19%
8
Close
Apr 18, 2024
Pioneer Power Solutions
1.38%
▲ 7.61%
5
Buy
Apr 18, 2024
Gatekeeper Systems
0.14%
▼ 26.64%
1
Open
Apr 18, 2024
Evolv Technologies Holdings
0.39%
▼ 3.81%
1
Open
Apr 18, 2024
Pfizer
▼ 2.33%
7
Close
Mar 27, 2024
Altigen Communications
0.74%
▼ 5.83%
5
Buy
Mar 27, 2024
Alight
▼ 5.26%
2
Close
Mar 20, 2024
Meta Platforms
2.01%
▲ 37.81%
13
Sell
Mar 16, 2024
Amazon
1.54%
▲ 25.16%
16
Open
Mar 16, 2024
AerSale Corporation
2.44%
▼ 53.53%
12
Buy
Mar 12, 2024
Alphabet Class A
▼ 0.71%
4
Close
Mar 12, 2024
Perion Network
1.04%
▼ 60.58%
15
Buy
Feb 09, 2024
Flagstar Financial
0.62%
▼ 66.82%
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