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New Portfolio - New Portfolio

avi

New Portfolio
Individual Investor
Ranked #179,875 out of 796,461 TipRanks' Investors
Success Rate
53%
530 out of 998
profitable transactions
Average Return
9.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.72%
6-Month Return▼ 9.01%
12-Month Return▲ 10.15%
YTD Return▼ 8.74%
Total Return▲ 52.19%

Best Trade

Opened at
Closed at-
Gain▲ 246.74%

Bio

Long term plan

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 2.47%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.49%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 5.40%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 3.77%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 6.67%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.53%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.59%
Mar 2025
▼ 6.77%
▼ 8.14%
▼ 6.04%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 2.47%
▲ 10.00%▼ 0.89%▼ 0.49%
▲ 25.98%▲ 5.96%▲ 5.40%
▲ 5.36%▼ 2.41%▼ 3.77%
▲ 6.01%▲ 2.69%▲ 6.67%
▼ 12.86%▼ 1.27%▼ 2.53%
▼ 1.80%▼ 5.57%▼ 6.59%
▼ 6.77%▼ 8.14%▼ 6.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
10.98%
▲ 32.90%
61
Buy
Apr 10, 2025
Meta Platforms
5.25%
▲ 2.81%
51
Buy
Apr 04, 2025
ASML Holding
5.54%
▲ 9.98%
29
Buy
Apr 03, 2025
TSMC
5.83%
▼ 5.20%
16
Buy
Apr 02, 2025
National Retail Properties
▲ 1.72%
2
Close
Apr 01, 2025
Amazon
5.77%
▲ 24.82%
51
Sell
Mar 20, 2025
Advanced Micro Devices
6.64%
▼ 13.74%
55
Sell
Mar 20, 2025
Pfizer
▲ 2.53%
7
Close
Feb 13, 2025
Schwab US Dividend Equity ETF
▲ 1.25%
10
Close
Feb 13, 2025
Realty Income
▲ 1.12%
6
Close
Feb 13, 2025
Celsius Holdings
▼ 25.97%
2
Close
Feb 13, 2025
Mercadolibre
11.14%
▲ 62.19%
53
Buy
Dec 23, 2024
Simon Property
9.32%
▲ 51.90%
14
Buy
Dec 10, 2024
EPR Properties
0.81%
▲ 12.57%
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
2.38%
▲ 62.17%
11
Sell
Sep 05, 2024
LVMH Moet Hennessy Louis Vuitton SE
▲ 0.25%
4
Close
Aug 19, 2024
Monday.com
▲ 23.27%
2
Close
Jul 19, 2024