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New Portfolio - New Portfolio

PerformancePortfolio Details

Dani

New Portfolio
Individual Investor
Ranked #9,870 out of 784,803 TipRanks' Investors
Success Rate
80%
82 out of 103
profitable transactions
Average Return
53.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.61%
6-Month Return▲ 29.56%
12-Month Return▲ 91.40%
YTD Return▲ 13.13%
Total Return▲ 602.14%

Best Trade

AssetVista Oil &... (VIST)
Opened at
Closed at-
Gain▲ 1016.84%

Bio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 4.82%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 8.00%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.40%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.42%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.47%
Nov 2024
▲ 5.91%
▼ 2.41%
▼ 4.42%
Dec 2024
▲ 4.65%
▲ 2.69%
▲ 12.31%
Jan 2025
▼ 13.21%
▼ 0.01%
▲ 0.73%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.82%
▼ 13.14%▲ 2.34%▲ 8.00%
▲ 2.93%▲ 2.10%▼ 0.40%
▲ 9.99%▼ 0.89%▲ 0.42%
▲ 26.04%▲ 5.96%▲ 7.47%
▲ 5.91%▼ 2.41%▼ 4.42%
▲ 4.65%▲ 2.69%▲ 12.31%
▼ 13.21%▼ 0.01%▲ 0.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SMH
VanEck Semiconductor ETF
5.09%
▲ 101.07%
5
Buy
Jan 31, 2025
MELI
Mercadolibre
3.9%
▲ 34.44%
10
Buy
Jan 31, 2025
OCS
Oculis Holding
1.86%
▲ 6.74%
3
Buy
Jan 31, 2025
NU
Nu Holdings
0.45%
▲ 2.42%
1
Open
Jan 31, 2025
BTC-USD
Bitcoin
―
▲ 39.18%
6
Close
Dec 20, 2024
NVDA
Nvidia
―
▲ 1.37%
2
Close
Dec 19, 2024
BABA
Alibaba
―
▲ 16.80%
1
Close
Dec 18, 2024
SOXX
iShares Semiconductor ETF
1.49%
▼ 19.61%
4
Open
Oct 30, 2024
VIST
Vista Oil & Gas SAB de CV
10.87%
▲ 240.99%
8
Buy
Oct 01, 2024
BRK.B
Berkshire Hathaway B
40.45%
▲ 56.52%
15
Buy
Aug 27, 2024
XLK
Technology Select Sector SPDR Fund
4.66%
▲ 8.11%
3
Buy
Aug 27, 2024
FHLC
Fidelity MSCI Health Care Index ETF
―
▲ 41.53%
4
Close
May 29, 2024
QQQ
Invesco QQQ Trust
14.63%
▲ 99.30%
4
Buy
May 22, 2024
ETH-USD
Ethereum
―
▲ 33.87%
3
Close
May 11, 2024
VTV
Vanguard Value ETF
3.6%
▲ 32.72%
13
Sell
Apr 25, 2024
VTI
Vanguard Total Stock Market ETF
9.27%
▲ 56.55%
8
Sell
Jun 07, 2023
SPY
SPDR S&P 500 ETF Trust
3.74%
▲ 52.64%
2
Buy
Mar 14, 2023
0V6
Vistra Energy
―
▲ 685.13%
1
Close
Oct 03, 2022
VCR
Vanguard Consumer Discretionary ETF
―
▲ 12.55%
5
Close
Apr 23, 2022
VOT
Vanguard Mid-Cap Growth ETF
―
▼ 8.83%
3
Close
Feb 11, 2022