New Portfolio - New Portfolio

RL

New Portfolio
Individual Investor
Ranked #312,881 out of 759,673 TipRanks' Investors
Success Rate
49%
235 out of 476
profitable transactions
Average Return
8.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.97%
6-Month Return▲ 8.37%
12-Month Return▲ 25.31%
YTD Return▲ 16.68%
Total Return▲ 36.59%

Best Trade

Opened at
Closed at-
Gain▲ 223.33%

Bio

Current Investment

Performance

25.76%0-25.76%
▲ 5.05%
▲ 3.27%
▲ 3.43%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.90%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.06%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 2.69%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.42%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 0.60%
Sep 2024
▲ 2.71%
▼ 0.14%
▲ 2.27%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 3.43%
▼ 12.40%▼ 4.03%▼ 1.36%
▲ 11.46%▲ 5.06%▲ 5.90%
▼ 2.25%▲ 3.53%▲ 1.06%
▲ 25.76%▲ 1.21%▼ 2.69%
▼ 4.21%▲ 2.34%▲ 0.42%
▲ 7.81%▲ 2.10%▲ 0.60%
▲ 2.71%▼ 0.14%▲ 2.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pioneer Natural
▲ 33.19%
6
Close
May 02, 2024
Exxon Mobil
2.75%
▲ 9.13%
1
Open
May 02, 2024
Nvidia
11.84%
▲ 17.61%
16
Buy
Jul 17, 2023
Snowflake
3.26%
▲ 2.90%
10
Open
Jul 17, 2023
The Estée Lauder Companies
▲ 5.29%
5
Close
Jul 17, 2023
Shopify
1.17%
▲ 20.02%
1
Open
Jul 17, 2023
Wolfspeed
0.54%
▼ 85.80%
1
Open
Jul 17, 2023
MP Materials
▼ 25.14%
8
Close
Jul 05, 2023
Humana
1.14%
▼ 48.79%
4
Buy
Jun 23, 2023
Pure Storage
1.46%
▲ 78.93%
5
Sell
Jun 23, 2023
Vertex Pharmaceuticals
▲ 5.02%
2
Close
Jun 23, 2023
Rocket Lab USA
3.72%
▲ 76.90%
1
Open
Jun 23, 2023
Palo Alto Networks
3.25%
▲ 120.24%
12
Sell
Jun 06, 2023
Devon Energy
2.01%
▲ 12.41%
15
Buy
Jun 06, 2023
UnitedHealth
▲ 1.27%
6
Close
Jun 06, 2023
FedEx
2.47%
▲ 7.96%
4
Open
Jun 06, 2023
Constellation Brands
▲ 4.49%
8
Close
Jun 06, 2023
T Mobile US
▼ 5.76%
3
Close
Jun 06, 2023
Archer Daniels Midland
▼ 13.87%
3
Close
Jun 06, 2023
Trade Desk
3.21%
▲ 126.01%
5
Sell
Jun 06, 2023