New Portfolio - New Portfolio

scott

New Portfolio
Individual Investor
Ranked #96,222 out of 753,381 TipRanks' Investors
Success Rate
68%
27 out of 40
profitable transactions
Average Return
25.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.11%
6-Month Return▲ 5.90%
12-Month Return▲ 28.18%
YTD Return▲ 10.22%
Total Return▲ 36.95%

Best Trade

Opened at
Closed at-
Gain▲ 331.08%

Bio

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▲ 1.64%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.31%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.38%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.44%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 1.48%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.56%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.04%
Jul 2024
▼ 2.89%
▲ 2.06%
▲ 1.89%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▲ 1.64%
▲ 14.08%▲ 5.22%▲ 4.31%
▲ 5.05%▲ 3.27%▲ 1.38%
▼ 12.40%▼ 4.03%▼ 0.44%
▲ 11.46%▲ 5.06%▼ 1.48%
▼ 2.25%▲ 3.53%▲ 1.56%
▲ 25.76%▲ 1.21%▲ 1.04%
▼ 2.89%▲ 2.06%▲ 1.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Starbucks
0.19%
▲ 4.79%
1
Open
Mar 07, 2024
Polestar Automotive Holding UK
0.18%
▼ 40.34%
1
Open
Feb 27, 2024
Nio
▲ 15.68%
5
Close
Dec 17, 2023
Philip Morris
▲ 5.11%
2
Close
Dec 17, 2023
Lululemon Athletica
17.55%
▼ 28.07%
1
Open
Oct 11, 2023
Energy Transfer
32.99%
▲ 121.36%
3
Buy
Feb 14, 2023
Oaktree Specialty Lending
3.48%
▲ 8.31%
3
Buy
Feb 14, 2023
Ally Financial
▼ 29.11%
3
Close
Feb 14, 2023
Spotify Technology SA
34.98%
▲ 320.52%
3
Sell
Feb 14, 2023
Trinity Capital
1.01%
▲ 43.10%
5
Buy
Sep 02, 2022
Intel
▼ 37.87%
2
Close
Sep 02, 2022
Saratoga Investment
0.05%
▲ 18.83%
1
Open
Jan 24, 2022
Teladoc
▼ 58.81%
4
Close
Jan 24, 2022
Advanced Micro Devices
▲ 40.80%
2
Close
Jan 24, 2022
Tesla
▼ 4.84%
2
Close
Nov 08, 2021
PennyMac Financial
8.37%
▲ 58.77%
1
Open
Nov 05, 2021
GE Aerospace
▲ 2.69%
3
Close
Nov 05, 2021
AT&T
1.21%
▲ 10.61%
3
Buy
Sep 17, 2021
Orsted
▲ 3.79%
3
Close
Sep 02, 2021
NGL Energy Partners
▼ 29.77%
3
Close
Aug 12, 2021