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New Portfolio - New Portfolio

avi

New Portfolio
Individual Investor
Ranked #196,640 out of 747,498 TipRanks' Investors
Success Rate
55%
516 out of 947
profitable transactions
Average Return
10.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.24%
6-Month Return▲ 14.12%
12-Month Return▲ 49.79%
YTD Return▲ 22.21%
Total Return▲ 54.13%

Best Trade

Opened at
Closed at
Gain▲ 236.28%

Bio

Long term plan

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 3.76%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 6.77%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.67%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.38%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.66%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.94%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.99%
Jun 2024
▲ 29.87%
▲ 0.88%
▼ 3.80%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 3.76%
▼ 1.87%▲ 1.59%▲ 6.77%
▲ 14.08%▲ 5.22%▲ 6.67%
▲ 5.05%▲ 3.27%▲ 0.38%
▼ 12.40%▼ 4.03%▼ 4.66%
▲ 11.46%▲ 5.06%▲ 8.94%
▼ 2.25%▲ 3.53%▲ 6.99%
▲ 29.87%▲ 0.88%▼ 3.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Taiwan Semiconductor Manufacturing
6%
▲ 4.30%
12
Buy
Jul 20, 2024
Charles Schwab
1.7%
0.00%
1
Open
Jul 20, 2024
Mercadolibre
11.07%
▲ 38.41%
48
Sell
Jul 19, 2024
Monday.com
▲ 23.27%
2
Close
Jul 19, 2024
Advanced Micro Devices
5.11%
▲ 1.25%
45
Sell
Jul 12, 2024
Coupang
1.62%
▲ 2.75%
13
Buy
Jun 27, 2024
Microsoft
8.72%
▲ 44.69%
38
Sell
Jun 24, 2024
Invesco QQQ Trust
12.65%
▲ 45.70%
17
Sell
Jun 24, 2024
LVMH Moet Hennessy Louis Vuitton SE
2.6%
▼ 1.86%
2
Buy
Jun 21, 2024
Nvidia
▲ 48.91%
46
Close
Jun 18, 2024
CrowdStrike Holdings
5.37%
▲ 81.76%
36
Sell
Jun 18, 2024
Shopify
▼ 14.40%
23
Close
Jun 11, 2024
Zscaler
6.18%
▲ 58.17%
10
Buy
May 30, 2024
ASML Holding
▲ 24.20%
19
Close
May 08, 2024
Palo Alto Networks
▲ 85.09%
19
Close
May 08, 2024
Realty Income
▲ 1.97%
4
Close
Apr 19, 2024
VICI Properties
▲ 1.68%
7
Close
Apr 09, 2024
PDD Holdings
▼ 0.03%
9
Close
Mar 18, 2024
Alphabet Class A
▼ 9.70%
40
Close
Feb 14, 2024
PayPal Holdings
▼ 29.84%
32
Close
Feb 12, 2024