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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #439,108 out of 790,959 TipRanks' Investors
Success Rate
33%
38 out of 115
profitable transactions
Average Return
-8.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.05%
6-Month Return▲ 16.48%
12-Month Return▲ 36.32%
YTD Return▼ 1.91%
Total Return▼ 5.23%

Best Trade

Opened at
Closed at-
Gain▲ 447.20%

Bio

High reward portfolio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 2.06%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 7.38%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.30%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 10.57%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 3.42%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 6.45%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.11%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 2.89%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 2.06%
▲ 2.93%▲ 2.10%▲ 7.38%
▲ 10.00%▼ 0.89%▲ 3.30%
▲ 26.01%▲ 5.96%▲ 10.57%
▲ 5.75%▼ 2.41%▼ 3.42%
▲ 5.32%▲ 2.69%▲ 6.45%
▼ 12.86%▼ 1.27%▼ 5.11%
▼ 2.15%▼ 5.65%▼ 2.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Retail Opportunity Investments
▲ 19.28%
2
Close
Feb 12, 2025
BioNano Genomics
▼ 99.63%
2
Close
Dec 08, 2024
Tesla
26.7%
▼ 27.12%
3
Buy
Dec 08, 2024
General Motors
▼ 7.65%
2
Close
Dec 08, 2024
Beam Global
▼ 88.77%
3
Close
Dec 08, 2024
ChargePoint Holdings
▼ 94.68%
2
Close
Dec 08, 2024
Microsoft
▲ 80.85%
2
Close
Dec 08, 2024
Wells Fargo
5.42%
▲ 35.88%
3
Buy
Dec 08, 2024
Lucid Group
▼ 88.93%
2
Close
Dec 08, 2024
Norwegian Cruise Line
2.03%
▼ 21.12%
3
Buy
Dec 08, 2024
ARK Genomic Revolution ETF
0.11%
▼ 46.29%
2
Buy
Dec 08, 2024
ARK Innovation ETF
0.17%
▼ 41.73%
2
Buy
Dec 08, 2024
ARK Fintech Innovation ETF
0.08%
▼ 28.48%
2
Buy
Dec 08, 2024
ARK Autonomous Technology & Robotics ETF
0.2%
▼ 17.60%
2
Buy
Dec 08, 2024
PLBY Group
▼ 96.58%
2
Close
Dec 08, 2024
Blink Charging Co
0.01%
▼ 72.94%
2
Buy
Dec 08, 2024
Gevo
▼ 79.37%
2
Close
Dec 08, 2024
Meta Platforms
0.83%
▲ 46.50%
2
Buy
Dec 08, 2024
Amazon
0.34%
▼ 0.73%
2
Buy
Dec 08, 2024
Palantir Technologies
1.04%
▲ 176.03%
3
Buy
Dec 08, 2024