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New Portfolio - New Portfolio

avi

New Portfolio
Individual Investor
Ranked #225,576 out of 775,286 TipRanks' Investors
Success Rate
55%
537 out of 980
profitable transactions
Average Return
13.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.35%
6-Month Return▲ 11.01%
12-Month Return▲ 36.73%
YTD Return▲ 37.75%
Total Return▲ 73.74%

Best Trade

Opened at
Closed at-
Gain▲ 259.87%

Bio

Long term plan

Performance

43.24%0-43.24%
▲ 11.46%
▲ 5.06%
▲ 8.94%
May 2024
▼ 2.25%
▲ 3.53%
▲ 7.00%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 6.51%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 7.64%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.47%
Sep 2024
▲ 5.41%
▼ 0.89%
▼ 0.54%
Oct 2024
▲ 43.24%
▲ 5.96%
▲ 5.40%
Nov 2024
▲ 8.52%
▲ 0.70%
▲ 0.31%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 8.94%
▼ 2.25%▲ 3.53%▲ 7.00%
▲ 25.71%▲ 1.21%▼ 6.51%
▼ 4.22%▲ 2.34%▲ 7.64%
▲ 7.82%▲ 2.10%▲ 2.47%
▲ 5.41%▼ 0.89%▼ 0.54%
▲ 43.24%▲ 5.96%▲ 5.40%
▲ 8.52%▲ 0.70%▲ 0.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
4.04%
▲ 46.22%
54
Buy
Dec 17, 2024
Advanced Micro Devices
7.43%
▼ 3.99%
52
Sell
Dec 17, 2024
Simon Property
9.84%
▲ 77.55%
14
Buy
Dec 10, 2024
Pfizer
2.66%
▲ 3.00%
6
Open
Dec 10, 2024
Schwab US Dividend Equity ETF
1.71%
▲ 1.22%
9
Open
Dec 10, 2024
Realty Income
2.33%
▲ 0.56%
5
Open
Dec 10, 2024
Celsius Holdings
0.82%
▼ 4.48%
1
Open
Dec 10, 2024
National Retail Properties
1.19%
▼ 0.42%
1
Open
Dec 10, 2024
EPR Properties
0.64%
▲ 0.72%
1
Open
Dec 10, 2024
ASML Holding
7.5%
▲ 17.06%
25
Buy
Nov 19, 2024
Mercadolibre
6.51%
▲ 47.77%
51
Buy
Nov 08, 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
2.04%
▲ 67.40%
11
Sell
Sep 05, 2024
LVMH Moet Hennessy Louis Vuitton SE
▲ 0.25%
4
Close
Aug 19, 2024
Amazon
8.83%
▲ 64.96%
50
Buy
Aug 13, 2024
Taiwan Semiconductor Manufacturing
3.84%
▲ 17.29%
13
Buy
Aug 08, 2024
Monday.com
▲ 23.27%
2
Close
Jul 19, 2024
Microsoft
5.79%
▲ 49.26%
38
Sell
Jun 24, 2024