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New Portfolio - New Portfolio

PerformancePortfolio Details

standingroomonly

New Portfolio
Individual Investor
Ranked #203,504 out of 784,572 TipRanks' Investors
Success Rate
55%
106 out of 194
profitable transactions
Average Return
16.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.98%
6-Month Return▲ 43.75%
12-Month Return▲ 52.46%
YTD Return▲ 8.60%
Total Return▲ 98.93%

Best Trade

AssetEnergy Tran... (ET)
Opened at
Closed at-
Gain▲ 258.78%

Bio

this is it

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▼ 0.10%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.37%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.01%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 4.29%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 21.59%
Nov 2024
▲ 5.91%
▼ 2.41%
▼ 4.09%
Dec 2024
▲ 4.65%
▲ 2.69%
▲ 7.34%
Jan 2025
▼ 13.89%
▼ 0.67%
▲ 1.18%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 0.10%
▼ 13.14%▲ 2.34%▲ 0.37%
▲ 2.93%▲ 2.10%▼ 0.01%
▲ 9.99%▼ 0.89%▲ 4.29%
▲ 26.04%▲ 5.96%▲ 21.59%
▲ 5.91%▼ 2.41%▼ 4.09%
▲ 4.65%▲ 2.69%▲ 7.34%
▼ 13.89%▼ 0.67%▲ 1.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
KMI
Kinder Morgan
2.69%
▼ 2.11%
5
Open
Jan 06, 2025
RKLB
Rocket Lab USA
17.98%
▲ 196.28%
3
Sell
Jan 06, 2025
NVDA
Nvidia
―
▼ 7.28%
12
Close
Dec 20, 2024
ET
Energy Transfer
59.01%
▲ 119.46%
19
Buy
Dec 20, 2024
AMD
Advanced Micro Devices
―
▼ 18.11%
2
Close
Oct 16, 2024
GOOG
Alphabet Class C
―
▼ 11.28%
2
Close
Oct 16, 2024
AMZN
Amazon
―
▲ 11.35%
4
Close
Jul 13, 2024
SOUN
SoundHound AI, Inc Class A
―
▼ 31.67%
2
Close
Jul 13, 2024
CCL
Carnival
―
▲ 14.86%
10
Close
Mar 17, 2024
TSLA
Tesla
―
▼ 40.75%
2
Close
Mar 17, 2024
FDVV
Fidelity High Dividend ETF
5.96%
▲ 21.42%
1
Open
Jan 20, 2024
WFC
Wells Fargo
8.75%
▲ 85.96%
8
Buy
Jan 07, 2024
AAPL
Apple
―
▲ 2.84%
8
Close
Jan 07, 2024
PFLT
Pennantpark $
―
▲ 1.30%
13
Close
Jul 18, 2023
ACRE
Ares Commercial
―
▼ 3.78%
11
Close
Jul 18, 2023
COP
Conocophillips
―
▲ 55.10%
11
Close
Jul 18, 2023
XOM
Exxon Mobil
―
▼ 1.67%
11
Close
Jul 18, 2023
NU
Nu Holdings
2.61%
▲ 74.08%
1
Open
Jul 18, 2023
OXY
Occidental Petroleum
―
▲ 11.24%
10
Close
Feb 12, 2023
USA
Liberty All Star Equity Fund
―
▼ 8.77%
11
Close
Jan 22, 2023