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Portfolio_1 - New Portfolio

VVN

Portfolio_1
Individual Investor
Ranked #207,158 out of 788,370 TipRanks' Investors
Success Rate
59%
70 out of 119
profitable transactions
Average Return
8.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.25%
6-Month Return▲ 9.40%
12-Month Return▲ 21.04%
YTD Return▲ 6.59%
Total Return▲ 45.09%

Best Trade

Opened at
Closed at
Gain▲ 83.40%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 6.50%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.66%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 7.75%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 3.69%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.38%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 5.36%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.06%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 1.46%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 6.50%
▼ 13.14%▲ 2.34%▲ 2.66%
▲ 2.93%▲ 2.10%▲ 7.75%
▲ 9.99%▼ 0.89%▼ 3.69%
▲ 26.03%▲ 5.96%▲ 4.38%
▲ 5.97%▼ 2.41%▼ 5.36%
▲ 5.25%▲ 2.69%▲ 5.06%
▼ 9.08%▲ 1.42%▲ 1.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
2.32%
▲ 2.86%
4
Open
Nov 24, 2024
Target
▼ 6.38%
4
Close
Nov 24, 2024
Gaming and Leisure
2.79%
▲ 21.01%
4
Buy
Nov 24, 2024
Realty Income
9.9%
▼ 0.85%
2
Buy
Nov 24, 2024
Advanced Micro Devices
▲ 64.12%
4
Close
Nov 24, 2024
Apple
0.7%
▲ 75.00%
3
Sell
Nov 24, 2024
Ares Capital
3.31%
▲ 30.68%
2
Buy
Nov 24, 2024
Strategy
34.08%
▼ 25.72%
1
Open
Nov 24, 2024
Barings BDC
3.68%
▲ 5.69%
1
Open
Nov 24, 2024
Blackstone Secured Lending Fund
3.41%
▲ 9.82%
1
Open
Nov 24, 2024
Goldman Sachs BDC
3.75%
▲ 3.84%
1
Open
Nov 24, 2024
Blue Owl Capital
10.09%
▲ 4.41%
1
Open
Nov 24, 2024
OFS Credit Company
6.01%
▲ 3.53%
1
Open
Nov 24, 2024
Pennantpark Investment
7.34%
▲ 6.89%
1
Open
Nov 24, 2024
FS KKR Capital
6.74%
▲ 7.72%
1
Open
Nov 24, 2024
Nuveen Churchill Direct Lending Corp.
3.52%
▲ 6.33%
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