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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #21,644 out of 775,923 TipRanks' Investors
Success Rate
73%
48 out of 66
profitable transactions
Average Return
64.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.52%
6-Month Return▲ 22.40%
12-Month Return▲ 37.95%
YTD Return▲ 37.06%
Total Return▲ 145.36%

Best Trade

Opened at
Closed at-
Gain▲ 419.84%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 6.13%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.64%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.91%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.19%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.29%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 2.96%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 10.39%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.83%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 6.13%
▼ 2.25%▲ 3.53%▼ 0.64%
▲ 25.71%▲ 1.21%▲ 2.91%
▼ 4.22%▲ 2.34%▲ 3.19%
▲ 7.82%▲ 2.10%▲ 5.29%
▲ 5.38%▼ 0.89%▲ 2.96%
▲ 43.22%▲ 5.96%▲ 10.39%
▲ 3.34%▼ 1.56%▼ 4.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Liberty Media Liberty SiriusXM
▼ 36.86%
4
Close
Sep 09, 2024
Sirius XM Holdings
0.29%
▼ 12.65%
1
Open
Sep 09, 2024
iShares Core S&P 500 ETF
0%
▲ 18.30%
1
Open
Feb 25, 2024
Vanguard S&P 500 ETF
0%
▲ 18.36%
1
Open
Feb 25, 2024
First Republic Bank
0%
▼ 99.91%
1
Open
Apr 24, 2023
Johnson & Johnson
2.19%
▼ 0.31%
3
Sell
Dec 12, 2022
JPMorgan Chase & Co.
3.6%
▲ 114.29%
3
Sell
Dec 12, 2022
Citigroup
1.05%
▲ 47.47%
3
Sell
Dec 12, 2022
Delta Air Lines
0.92%
▲ 71.23%
3
Sell
Dec 12, 2022
Bank of America
1.34%
▲ 74.46%
5
Sell
Dec 12, 2022
Wells Fargo
1.06%
▲ 119.63%
3
Sell
Dec 12, 2022
Goldman Sachs Group
8.57%
▲ 131.01%
3
Sell
Dec 12, 2022
United Airlines Holdings
2.95%
▲ 154.76%
4
Sell
Dec 12, 2022
Alcoa
0.57%
▲ 129.17%
4
Sell
Dec 12, 2022
Morgan Stanley
1.87%
▲ 105.54%
3
Sell
Dec 12, 2022
PayPal Holdings
1.32%
▼ 53.60%
3
Sell
Dec 12, 2022
Rio Tinto
0.89%
▲ 17.47%
3
Sell
Dec 12, 2022
International Business Machines
3.38%
▲ 103.97%
3
Sell
Dec 12, 2022
Halliburton
0.39%
▲ 56.48%
3
Sell
Dec 12, 2022
Procter & Gamble
2.54%
▲ 22.09%
3
Sell
Dec 12, 2022