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New Portfolio - New Portfolio
ShakJosh
New PortfolioIndividual Investor
Ranked #375,075 out of 746,321 TipRanks' Investors
Success Rate
111 out of 234
profitable transactions
profitable transactions
Average Return
2.01%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 11.75%
6-Month Return▲ 23.93%
12-Month Return▲ 4.26%
YTD Return▲ 6.58%
Total Return▼ 39.04%
Best Trade
Bio
This portfolio is a mix of emerging and disruptive technology, the aim of this portfolio is to maintain a consistent returns of over 50% every year.
Performance
28.20%0-28.20%
▲ 5.14%
▲ 4.57%
▲ 14.63%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 13.60%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 18.49%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 2.47%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.42%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.85%
Jun 2024
▲ 28.20%
▲ 3.18%
▲ 11.66%
Jul 2024
▲ 5.14%▲ 4.57%▲ 14.63%
▼ 1.87%▲ 1.59%▼ 13.60%
▲ 14.08%▲ 5.22%▲ 18.49%
▲ 5.05%▲ 3.27%▼ 2.47%
▼ 12.40%▼ 4.03%▼ 8.36%
▲ 11.46%▲ 5.06%▲ 1.42%
▼ 2.25%▲ 3.53%▲ 2.85%
▲ 28.20%▲ 3.18%▲ 11.66%
Recent Activity
T. Rowe Price Global Technology Fd Inc
10.3%
▲ 22.64%
15
Buy
Mar 13, 2024
UiPath
3.12%
▼ 48.99%
9
Buy
Mar 06, 2024
Upstart Holdings
7.06%
▼ 39.04%
12
Buy
Mar 06, 2024
Riot Platforms
4.15%
▲ 3.92%
12
Buy
Mar 06, 2024
Amplify Transformational Data Sharing ETF
5.34%
▲ 83.39%
6
Buy
Mar 06, 2024
Citigroup
0.88%
▲ 14.69%
1
Open
Mar 06, 2024
Direxion Daily Financial Bull 3x Shares
0%
▲ 14.12%
1
Open
Mar 06, 2024
Nasdaq
0%
▲ 9.68%
1
Open
Mar 06, 2024
Nu Holdings
0%
▲ 18.58%
1
Open
Mar 06, 2024
Direxion Daily Semiconductor Bull 3x Shares
6.98%
▲ 28.19%
1
Open
Mar 06, 2024
Stoneco
0%
▼ 18.18%
1
Open
Mar 06, 2024
Direxion Daily Technology Bull 3x Shares
0%
▲ 34.72%
1
Open
Mar 06, 2024
ProShares UltraPro QQQ
0%
▲ 36.11%
1
Open
Mar 06, 2024
YieldMax Magnificent 7 Fund of Option Income ETFs
0%
▲ 18.88%
1
Open
Mar 06, 2024
Fidelity Total Market Index Fund
3.13%
▲ 34.69%
7
Buy
Jul 13, 2022
Lucid Group
―
▼ 17.78%
2
Close
Jul 13, 2022
Global X Cybersecurity ETF
4.38%
▲ 18.79%
7
Buy
Jul 13, 2022
Fidelity Select Semiconductors Portfolio
9.83%
▲ 115.05%
9
Buy
Jun 20, 2022
Archer Aviation
―
▼ 16.45%
4
Close
Jun 17, 2022
iShares S&P 500 Growth ETF
2.05%
▲ 49.71%
3
Buy
Jun 17, 2022