Portfolio_1 - New Portfolio

VVN

Portfolio_1
Individual Investor
Ranked #195,608 out of 794,370 TipRanks' Investors
Success Rate
57%
68 out of 119
profitable transactions
Average Return
8.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.49%
6-Month Return▼ 2.59%
12-Month Return▲ 18.21%
YTD Return▲ 1.52%
Total Return▲ 37.97%

Best Trade

Opened at
Closed at
Gain▲ 83.40%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 7.75%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.77%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.38%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 5.41%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 3.53%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.66%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.70%
Mar 2025
▲ 1.35%
▲ 0.92%
▲ 1.16%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 7.75%
▲ 10.00%▼ 0.89%▼ 3.77%
▲ 26.01%▲ 5.96%▲ 4.38%
▲ 5.33%▼ 2.41%▼ 5.41%
▲ 5.87%▲ 2.69%▲ 3.53%
▼ 12.86%▼ 1.27%▲ 0.66%
▼ 1.80%▼ 5.57%▼ 3.70%
▲ 1.35%▲ 0.92%▲ 1.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
2.21%
▲ 0.78%
4
Open
Nov 24, 2024
Target
▼ 6.38%
4
Close
Nov 24, 2024
Gaming and Leisure
2.93%
▲ 26.50%
4
Buy
Nov 24, 2024
Realty Income
10.09%
▲ 0.62%
2
Buy
Nov 24, 2024
Advanced Micro Devices
▲ 64.12%
4
Close
Nov 24, 2024
Apple
0.65%
▲ 59.56%
3
Sell
Nov 24, 2024
Ares Capital
3.25%
▲ 28.67%
2
Buy
Nov 24, 2024
Strategy
36.21%
▼ 22.53%
1
Open
Nov 24, 2024
Barings BDC
3.29%
▼ 1.74%
1
Open
Nov 24, 2024
Blackstone Secured Lending Fund
3.29%
▲ 6.61%
1
Open
Nov 24, 2024
Goldman Sachs BDC
3.36%
▼ 4.98%
1
Open
Nov 24, 2024
Blue Owl Capital
9.85%
▲ 2.87%
1
Open
Nov 24, 2024
OFS Credit Company
5.62%
▼ 3.29%
1
Open
Nov 24, 2024
Pennantpark Investment
7.31%
▲ 5.73%
1
Open
Nov 24, 2024
FS KKR Capital
6.17%
▲ 3.31%
1
Open
Nov 24, 2024
Nuveen Churchill Direct Lending Corp.
3.46%
▲ 5.16%
1
Open
Nov 24, 2024
Under Armour
▼ 4.52%
6
Close
Nov 11, 2024
Coca-Cola
▲ 12.34%
2
Close
Nov 11, 2024
Tesla
▲ 26.45%
8
Close
Nov 11, 2024
iShares Global Clean Energy UCITS ETF
▼ 31.23%
2
Close
Nov 11, 2024