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Kristen Portfolio - New Portfolio

PerformancePortfolio Details

Kristen

Kristen Portfolio
Individual Investor
Ranked #262,963 out of 775,923 TipRanks' Investors
Success Rate
55%
202 out of 367
profitable transactions
Average Return
7.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.49%
6-Month Return▲ 7.81%
12-Month Return▲ 10.93%
YTD Return▲ 11.28%
Total Return▼ 14.80%

Best Trade

AssetPalantir Te... (PLTR)
Opened at
Closed at-
Gain▲ 293.50%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 1.19%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.75%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.96%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.19%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.57%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 2.08%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.35%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 7.65%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 1.19%
▼ 2.25%▲ 3.53%▼ 1.75%
▲ 25.71%▲ 1.21%▲ 1.96%
▼ 4.22%▲ 2.34%▲ 3.19%
▲ 7.82%▲ 2.10%▲ 3.57%
▲ 5.38%▼ 0.89%▲ 2.08%
▲ 43.22%▲ 5.96%▲ 7.35%
▲ 3.34%▼ 1.56%▼ 7.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PLTR
Palantir Technologies
8%
▲ 183.46%
12
Buy
Dec 16, 2024
AMD
Advanced Micro Devices
4.31%
▼ 6.07%
1
Open
Dec 13, 2024
PEP
PepsiCo
―
▼ 2.25%
5
Close
Dec 12, 2024
LTC-USD
Litecoin
0.46%
▼ 15.65%
2
Buy
Dec 11, 2024
UPS
United Parcel
10.56%
▼ 6.38%
12
Buy
Dec 10, 2024
LTRX
Lantronix
0.12%
▼ 1.62%
4
Buy
Dec 10, 2024
COP
Conocophillips
8.59%
▼ 12.64%
10
Buy
Dec 09, 2024
HUT
Hut 8
0.86%
▼ 10.50%
2
Buy
Nov 30, 2024
NVDA
Nvidia
13.51%
▲ 10.11%
16
Buy
Nov 27, 2024
AMZN
Amazon
21.13%
▲ 40.84%
30
Buy
Nov 22, 2024
UBER
Uber Technologies
2.74%
▼ 20.24%
5
Buy
Nov 20, 2024
KO
Coca-Cola
1.7%
▼ 0.66%
3
Buy
Nov 20, 2024
XLE
Energy Select Sector SPDR Fund
0%
▲ 25.03%
7
Sell
Oct 31, 2024
SCHD
Schwab US Dividend Equity ETF
2.47%
▲ 14.11%
20
Buy
Oct 22, 2024
GOOG
Alphabet Class C
7.67%
▲ 28.69%
24
Buy
Oct 17, 2024
CSWC
Capital Southwest
―
▲ 14.23%
10
Close
Sep 18, 2024
NKE
Nike
―
▼ 18.36%
14
Close
Sep 13, 2024
MET
Metlife
2.21%
▲ 46.26%
5
Buy
Jun 26, 2024
BX
Blackstone Group
―
▲ 28.83%
13
Close
Jun 24, 2024
MDT
Medtronic
6.22%
▲ 1.51%
6
Buy
Apr 25, 2024