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New Portfolio - New Portfolio

ALLAN

New Portfolio
Individual Investor
Ranked #66,362 out of 780,819 TipRanks' Investors
Success Rate
89%
16 out of 18
profitable transactions
Average Return
52.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.14%
6-Month Return▲ 34.74%
12-Month Return▲ 47.28%
YTD Return▲ 3.77%
Total Return▼ 19.61%

Best Trade

Opened at
Closed at-
Gain▲ 205.18%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 12.89%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 4.76%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 5.65%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 12.71%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 7.46%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 15.64%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 7.05%
Dec 2024
▲ 8.34%
▲ 1.14%
▲ 3.77%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 12.89%
▲ 8.13%▲ 1.21%▼ 4.76%
▼ 13.14%▲ 2.34%▲ 5.65%
▲ 2.93%▲ 2.10%▲ 12.71%
▲ 10.00%▼ 0.89%▲ 7.46%
▲ 26.04%▲ 5.96%▲ 15.64%
▲ 5.93%▼ 2.41%▼ 7.05%
▲ 8.34%▲ 1.14%▲ 3.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Uber Technologies
6.67%
▲ 5.77%
1
Open
Jan 14, 2025
Nio
▲ 21.08%
2
Close
Jan 05, 2025
Reebonz Holding
0.00%
2
Close
Aug 19, 2024
DraftKings
▲ 14.17%
2
Close
Aug 19, 2024
Monster Beverage
6.67%
▲ 7.79%
1
Open
Aug 09, 2024
Wells Fargo
6.67%
▲ 47.68%
1
Open
Aug 05, 2024
Beazer Homes
6.67%
▲ 6.72%
1
Open
Aug 05, 2024
PG&E
6.67%
▼ 4.66%
1
Open
Aug 05, 2024
Southwest Airlines
▼ 53.43%
2
Close
Aug 04, 2024
Corning
6.67%
▲ 32.07%
1
Open
Aug 04, 2024
PayPal Holdings
6.67%
▲ 47.07%
1
Open
Aug 04, 2024
CAVA Group, Inc.
6.67%
▲ 47.11%
1
Open
Aug 04, 2024
Amazon
6.67%
▲ 37.04%
1
Open
Aug 04, 2024
Blackstone Group
6.67%
▲ 37.16%
1
Open
Aug 04, 2024
Vistra Energy
6.67%
▲ 148.86%
1
Open
Aug 04, 2024
Builders Firstsource
6.67%
▲ 7.36%
1
Open
Aug 04, 2024
SoFi Technologies
6.67%
▲ 149.24%
1
Open
Aug 04, 2024
Palantir Technologies
6.67%
▲ 187.42%
1
Open
Aug 04, 2024
Reddit Inc Class A
6.67%
▲ 205.18%
1
Open
Jun 21, 2024