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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #324,437 out of 744,106 TipRanks' Investors
Success Rate
50%
211 out of 423
profitable transactions
Average Return
3.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.93%
6-Month Return▼ 12.04%
12-Month Return▼ 6.14%
YTD Return▼ 12.89%
Total Return▲ 27.65%

Best Trade

Opened at
Closed at
Gain▲ 272.31%

Bio

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

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 7.38%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.80%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 1.98%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.60%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.35%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.49%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.49%
Jun 2024
▼ 11.30%
▲ 1.33%
▲ 0.37%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 7.38%
▼ 1.87%▲ 1.59%▼ 3.80%
▲ 14.08%▲ 5.22%▼ 1.98%
▲ 5.05%▲ 3.27%▲ 1.60%
▼ 12.40%▼ 4.03%▼ 8.35%
▲ 11.46%▲ 5.06%▲ 3.49%
▼ 2.25%▲ 3.53%▼ 4.49%
▼ 11.30%▲ 1.33%▲ 0.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Las Vegas Sands
0.91%
▼ 25.69%
13
Buy
Apr 18, 2024
Nvidia
0%
▲ 66.75%
8
Sell
Apr 18, 2024
InMode
▼ 46.19%
8
Close
Apr 18, 2024
Pioneer Power Solutions
1.58%
▼ 12.95%
5
Buy
Apr 18, 2024
Gatekeeper Systems
0.18%
▼ 8.88%
1
Open
Apr 18, 2024
Evolv Technologies Holdings
0.26%
▼ 38.07%
1
Open
Apr 18, 2024
Pfizer
▼ 2.33%
7
Close
Mar 27, 2024
Altigen Communications
0.76%
▼ 12.50%
5
Buy
Mar 27, 2024
Alight
▼ 5.26%
2
Close
Mar 20, 2024
Meta Platforms
1.95%
▲ 29.56%
13
Sell
Mar 16, 2024
Amazon
1.44%
▲ 23.74%
16
Open
Mar 16, 2024
AerSale Corporation
2.65%
▼ 50.08%
12
Buy
Mar 12, 2024
Alphabet Class A
▼ 0.70%
4
Close
Mar 12, 2024
Perion Network
1.14%
▼ 59.77%
15
Buy
Feb 09, 2024
NY Community
0.73%
▼ 63.22%
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