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New Portfolio - New Portfolio

PerformancePortfolio Details

New Portfolio
Individual Investor
Ranked #19,421 out of 783,845 TipRanks' Investors
Success Rate
73%
48 out of 66
profitable transactions
Average Return
74.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.25%
6-Month Return▲ 30.17%
12-Month Return▲ 41.04%
YTD Return▲ 6.20%
Total Return▲ 157.53%

Best Trade

AssetNetflix (NFLX)
Opened at
Closed at-
Gain▲ 458.56%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.70%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.75%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.14%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.42%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.52%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.92%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.72%
Dec 2024
▲ 4.46%
▲ 2.69%
▲ 6.20%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.70%
▲ 8.13%▲ 1.21%▲ 2.75%
▼ 13.14%▲ 2.34%▲ 3.14%
▲ 2.93%▲ 2.10%▲ 5.42%
▲ 9.99%▼ 0.89%▲ 2.52%
▲ 26.04%▲ 5.96%▲ 9.92%
▲ 5.93%▼ 2.41%▼ 4.72%
▲ 4.46%▲ 2.69%▲ 6.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
LSXMA
Liberty Media Liberty SiriusXM
―
▼ 36.86%
4
Close
Sep 09, 2024
SIRI
Sirius XM Holdings
0.29%
▼ 9.13%
1
Open
Sep 09, 2024
IVV
iShares Core S&P 500 ETF
0%
▲ 20.55%
1
Open
Feb 25, 2024
VOO
Vanguard S&P 500 ETF
0%
▲ 20.54%
1
Open
Feb 25, 2024
FRCB
First Republic Bank
0%
▼ 99.93%
1
Open
Apr 24, 2023
JNJ
Johnson & Johnson
2.19%
▲ 4.99%
3
Sell
Dec 12, 2022
JPM
JPMorgan Chase & Co.
3.85%
▲ 142.32%
3
Sell
Dec 12, 2022
C
Citigroup
1.17%
▲ 73.55%
3
Sell
Dec 12, 2022
DAL
Delta Air Lines
0.97%
▲ 89.05%
3
Sell
Dec 12, 2022
BAC
Bank of America
1.33%
▲ 82.87%
5
Sell
Dec 12, 2022
WFC
Wells Fargo
1.14%
▲ 146.04%
3
Sell
Dec 12, 2022
GS
Goldman Sachs Group
9.23%
▲ 161.33%
3
Sell
Dec 12, 2022
UAL
United Airlines Holdings
3.05%
▲ 176.84%
4
Sell
Dec 12, 2022
AA
Alcoa
0.51%
▲ 113.91%
4
Sell
Dec 12, 2022
MS
Morgan Stanley
1.99%
▲ 132.04%
3
Sell
Dec 12, 2022
PYPL
PayPal Holdings
1.28%
▼ 52.83%
3
Sell
Dec 12, 2022
RIO
Rio Tinto
0.87%
▲ 21.02%
3
Sell
Dec 12, 2022
IBM
International Business Machines
3.68%
▲ 133.50%
3
Sell
Dec 12, 2022
HAL
Halliburton
0.37%
▲ 56.78%
3
Sell
Dec 12, 2022
PG
Procter & Gamble
2.39%
▲ 21.32%
3
Sell
Dec 12, 2022