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New Portfolio - New Portfolio

PerformancePortfolio Details

jaime

New Portfolio
Individual Investor
Ranked #16,521 out of 747,498 TipRanks' Investors
Success Rate
72%
272 out of 379
profitable transactions
Average Return
43.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.36%
6-Month Return▲ 8.91%
12-Month Return▲ 7.59%
YTD Return▲ 5.98%
Total Return▲ 120.87%

Best Trade

AssetEnerplus (ERF)
Opened at
Closed at
Gain▲ 775.00%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 7.35%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.17%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.08%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.91%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.67%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.40%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 3.24%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 7.35%
▼ 1.87%▲ 1.59%▼ 2.17%
▲ 14.08%▲ 5.22%▲ 3.08%
▲ 5.05%▲ 3.27%▲ 6.91%
▼ 12.40%▼ 4.03%▼ 8.61%
▲ 11.46%▲ 5.06%▲ 5.67%
▼ 2.25%▲ 3.53%▼ 1.40%
▲ 25.65%▲ 0.88%▲ 3.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AVGO
Broadcom
0.25%
▼ 8.21%
1
Open
Jul 15, 2024
UUUU
Energy Fuels
0.09%
▼ 4.91%
1
Open
Jul 05, 2024
INTC
Intel
0.21%
▼ 30.24%
3
Sell
Jun 30, 2024
IIPR
Innovative Industrial Properties
0.86%
▲ 29.16%
4
Buy
Jun 30, 2024
EPD
Enterprise Products Partners
0.53%
▲ 56.14%
5
Buy
Jun 24, 2024
CHRD
Chord Energy
―
▼ 8.11%
2
Close
Jun 14, 2024
GE
GE Aerospace
0.78%
▲ 2.13%
3
Buy
Jun 12, 2024
NVDA
Nvidia
10%
▲ 362.04%
6
Buy
Jun 10, 2024
ERF
Enerplus
―
▲ 775.00%
2
Close
Jun 03, 2024
EHC
Encompass Health
0.82%
▲ 51.29%
5
Buy
May 30, 2024
AEP
American Electric Power
1.36%
▲ 10.67%
9
Buy
Apr 29, 2024
BTC-USD
Bitcoin
―
▲ 4.59%
2
Close
Apr 23, 2024
ETH-USD
Ethereum
―
▼ 3.74%
2
Close
Apr 23, 2024
GOOG
Alphabet Class C
4.11%
▲ 47.14%
12
Buy
Apr 11, 2024
ACB
Aurora Cannabis
0.04%
▼ 55.56%
2
Buy
Apr 08, 2024
CGC
Canopy Growth
0.04%
▼ 62.55%
2
Buy
Apr 08, 2024
RSPR
Invesco S&P 500 Equal Weight Real Estate ETF
―
▲ 22.02%
4
Close
Apr 06, 2024
WMT
Walmart
1.59%
▲ 40.68%
6
Buy
Apr 02, 2024
SRE
Sempra Energy
0.75%
▲ 9.86%
4
Buy
Apr 02, 2024
PGTI
PGT
―
▲ 316.15%
2
Close
Mar 28, 2024