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New Portfolio - New Portfolio

avi

New Portfolio
Individual Investor
Ranked #210,411 out of 789,725 TipRanks' Investors
Success Rate
55%
542 out of 986
profitable transactions
Average Return
13.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.65%
6-Month Return▲ 11.59%
12-Month Return▲ 20.82%
YTD Return▲ 4.52%
Total Return▲ 74.31%

Best Trade

Opened at
Closed at-
Gain▲ 272.52%

Bio

Long term plan

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▼ 6.51%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 7.64%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.47%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 0.49%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.40%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 3.77%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 7.24%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.53%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 6.51%
▼ 13.14%▲ 2.34%▲ 7.64%
▲ 2.93%▲ 2.10%▲ 2.47%
▲ 10.01%▼ 0.89%▼ 0.49%
▲ 26.01%▲ 5.96%▲ 5.40%
▲ 5.96%▼ 2.41%▼ 3.77%
▲ 5.25%▲ 2.69%▲ 7.24%
▼ 12.86%▼ 1.27%▼ 2.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Advanced Micro Devices
8.04%
▼ 9.89%
54
Buy
Feb 25, 2025
Pfizer
▲ 2.53%
7
Close
Feb 13, 2025
Schwab US Dividend Equity ETF
▲ 1.25%
10
Close
Feb 13, 2025
Realty Income
▲ 0.97%
6
Close
Feb 13, 2025
Celsius Holdings
▼ 25.97%
2
Close
Feb 13, 2025
ASML Holding
7.72%
▲ 15.20%
27
Buy
Jan 28, 2025
Mercadolibre
10.58%
▲ 66.66%
53
Buy
Dec 23, 2024
Nvidia
3.96%
▲ 44.29%
54
Buy
Dec 17, 2024
Simon Property
10.85%
▲ 82.63%
14
Buy
Dec 10, 2024
National Retail Properties
1.27%
▲ 1.60%
1
Open
Dec 10, 2024
EPR Properties
0.81%
▲ 21.24%
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
2.22%
▲ 64.13%
11
Sell
Sep 05, 2024
LVMH Moet Hennessy Louis Vuitton SE
▲ 0.25%
4
Close
Aug 19, 2024
Amazon
8.66%
▲ 53.09%
50
Buy
Aug 13, 2024
TSMC
3.6%
▲ 9.47%
13
Buy
Aug 08, 2024
Monday.com
▲ 23.27%
2
Close
Jul 19, 2024
Microsoft
5.4%
▲ 34.04%
38
Sell
Jun 24, 2024