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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #314,974 out of 790,959 TipRanks' Investors
Success Rate
50%
211 out of 423
profitable transactions
Average Return
5.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.08%
6-Month Return▲ 8.08%
12-Month Return▼ 0.31%
YTD Return▼ 0.27%
Total Return▲ 37.42%

Best Trade

Opened at
Closed at
Gain▲ 272.31%

Bio

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

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 2.06%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.49%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.41%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.45%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 4.30%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 4.63%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.35%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 3.37%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 2.06%
▲ 2.93%▲ 2.10%▲ 1.49%
▲ 10.00%▼ 0.89%▲ 1.41%
▲ 26.01%▲ 5.96%▲ 7.45%
▲ 5.75%▼ 2.41%▼ 4.30%
▲ 5.32%▲ 2.69%▲ 4.63%
▼ 12.86%▼ 1.27%▼ 1.35%
▼ 2.15%▼ 5.65%▼ 3.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Las Vegas Sands
0.94%
▼ 19.62%
13
Buy
Apr 18, 2024
Nvidia
0%
▲ 61.99%
8
Sell
Apr 18, 2024
InMode
▼ 46.19%
8
Close
Apr 18, 2024
Pioneer Power Solutions
1.06%
▼ 18.56%
5
Buy
Apr 18, 2024
Gatekeeper Systems
0.12%
▼ 37.26%
1
Open
Apr 18, 2024
Evolv Technologies Holdings
0.31%
▼ 23.60%
1
Open
Apr 18, 2024
Pfizer
▼ 2.33%
7
Close
Mar 27, 2024
Altigen Communications
0.61%
▼ 22.83%
5
Buy
Mar 27, 2024
Alight
▼ 5.26%
2
Close
Mar 20, 2024
Meta Platforms
2.07%
▲ 39.19%
13
Sell
Mar 16, 2024
Amazon
1.35%
▲ 23.58%
16
Open
Mar 16, 2024
AerSale Corporation
3.15%
▼ 40.64%
12
Buy
Mar 12, 2024
Alphabet Class A
▼ 0.71%
4
Close
Mar 12, 2024
Perion Network
1.07%
▼ 59.96%
15
Buy
Feb 09, 2024
Flagstar Financial
0.76%
▼ 59.78%
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