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New Portfolio - New Portfolio
standingroomonly
New PortfolioIndividual Investor
Ranked #235,032 out of 756,513 TipRanks' Investors
Success Rate
101 out of 189
profitable transactions
profitable transactions
Average Return
8.27%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.58%
6-Month Return▲ 4.86%
12-Month Return▲ 26.37%
YTD Return▲ 15.75%
Total Return▲ 50.53%
Best Trade
Bio
this is it
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 7.74%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.60%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.40%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.23%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.65%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 0.09%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.52%
Aug 2024
▼ 0.96%
▼ 0.30%
▼ 1.26%
Sep 2024
▲ 14.08%▲ 5.22%▲ 7.74%
▲ 5.05%▲ 3.27%▲ 4.60%
▼ 12.40%▼ 4.03%▼ 2.40%
▲ 11.46%▲ 5.06%▲ 3.23%
▼ 2.25%▲ 3.53%▲ 2.65%
▲ 25.76%▲ 1.21%▼ 0.09%
▼ 4.21%▲ 2.34%▲ 1.52%
▼ 0.96%▼ 0.30%▼ 1.26%
Recent Activity
Nvidia
3.23%
▼ 11.43%
10
Open
Jul 13, 2024
Amazon
―
▲ 11.35%
4
Close
Jul 13, 2024
SoundHound AI, Inc Class A
―
▼ 31.67%
2
Close
Jul 13, 2024
Alphabet Class C
8.79%
▼ 15.73%
1
Open
Jul 13, 2024
Energy Transfer
51.29%
▲ 73.13%
17
Buy
May 02, 2024
Carnival
―
▲ 14.86%
10
Close
Mar 17, 2024
Tesla
―
▼ 40.75%
2
Close
Mar 17, 2024
Advanced Micro Devices
12.62%
▼ 20.11%
1
Open
Mar 17, 2024
Fidelity High Dividend ETF
8.37%
▲ 18.40%
1
Open
Jan 20, 2024
Wells Fargo
8.36%
▲ 21.87%
8
Buy
Jan 07, 2024
Apple
―
▲ 2.84%
8
Close
Jan 07, 2024
Pennantpark $
―
▲ 1.30%
13
Close
Jul 18, 2023
Ares Commercial
―
▼ 3.78%
11
Close
Jul 18, 2023
Conocophillips
―
▲ 55.10%
11
Close
Jul 18, 2023
Exxon Mobil
―
▼ 1.67%
11
Close
Jul 18, 2023
Nu Holdings
4.12%
▲ 92.93%
1
Open
Jul 18, 2023
Occidental Petroleum
―
▲ 11.24%
10
Close
Feb 12, 2023
Liberty All Star Equity Fund
―
▼ 8.78%
11
Close
Jan 22, 2023
Allurion Technologies
―
▲ 2.76%
3
Close
Dec 14, 2022
Microsoft
―
▼ 22.87%
3
Close
Nov 27, 2022