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New Portfolio - New Portfolio

avi

New Portfolio
Individual Investor
Ranked #220,905 out of 783,334 TipRanks' Investors
Success Rate
55%
540 out of 985
profitable transactions
Average Return
13.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.61%
6-Month Return▲ 13.32%
12-Month Return▲ 26.05%
YTD Return▲ 2.61%
Total Return▲ 69.74%

Best Trade

Opened at
Closed at-
Gain▲ 279.61%

Bio

Long term plan

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 7.00%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 6.51%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 7.64%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.47%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.49%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.40%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.54%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 2.61%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 7.00%
▲ 8.13%▲ 1.21%▼ 6.51%
▼ 13.14%▲ 2.34%▲ 7.64%
▲ 2.93%▲ 2.10%▲ 2.47%
▲ 9.99%▼ 0.89%▼ 0.49%
▲ 26.04%▲ 5.96%▲ 5.40%
▲ 5.93%▼ 2.41%▼ 4.54%
▲ 3.19%▲ 2.68%▲ 2.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ASML Holding
7.31%
▲ 15.29%
27
Buy
Jan 28, 2025
Advanced Micro Devices
7.75%
▼ 5.69%
53
Buy
Jan 02, 2025
Mercadolibre
8.86%
▲ 50.79%
53
Buy
Dec 23, 2024
Nvidia
3.61%
▲ 44.14%
54
Buy
Dec 17, 2024
Simon Property
9.35%
▲ 72.30%
14
Buy
Dec 10, 2024
Pfizer
2.63%
▲ 3.82%
6
Open
Dec 10, 2024
Schwab US Dividend Equity ETF
1.67%
▲ 1.36%
9
Open
Dec 10, 2024
Realty Income
2.25%
▲ 0.45%
5
Open
Dec 10, 2024
Celsius Holdings
0.73%
▼ 17.15%
1
Open
Dec 10, 2024
National Retail Properties
1.08%
▼ 7.08%
1
Open
Dec 10, 2024
EPR Properties
0.65%
▲ 4.56%
1
Open
Dec 10, 2024
Alphabet Class A
▼ 8.51%
42
Close
Nov 01, 2024
Charles Schwab
▲ 14.07%
3
Close
Oct 15, 2024
Coupang
▲ 6.85%
14
Close
Sep 05, 2024
Zscaler
2.1%
▲ 68.31%
11
Sell
Sep 05, 2024
LVMH Moet Hennessy Louis Vuitton SE
▲ 0.25%
4
Close
Aug 19, 2024
Amazon
8.73%
▲ 68.68%
50
Buy
Aug 13, 2024
TSMC
3.79%
▲ 17.93%
13
Buy
Aug 08, 2024
Monday.com
▲ 23.27%
2
Close
Jul 19, 2024
Microsoft
5.15%
▲ 46.64%
38
Sell
Jun 24, 2024