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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #646,129 out of 775,923 TipRanks' Investors
Success Rate
32%
104 out of 325
profitable transactions
Average Return
-32.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.03%
6-Month Return▲ 3.01%
12-Month Return▼ 18.68%
YTD Return▼ 15.89%
Total Return▼ 54.05%

Best Trade

Opened at
Closed at
Gain▲ 295.75%

Bio

Medium Risk

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 10.18%
May 2024
▼ 2.25%
▲ 3.53%
▼ 6.63%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 6.88%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 13.49%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 7.56%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 5.32%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 14.23%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.79%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 10.18%
▼ 2.25%▲ 3.53%▼ 6.63%
▲ 25.71%▲ 1.21%▲ 6.88%
▼ 4.22%▲ 2.34%▼ 13.49%
▲ 7.82%▲ 2.10%▲ 7.56%
▲ 5.38%▼ 0.89%▼ 5.32%
▲ 43.22%▲ 5.96%▲ 14.23%
▲ 3.34%▼ 1.56%▼ 4.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Super Micro Computer
48.89%
▼ 9.88%
3
Buy
Dec 05, 2024
Inuvo
▼ 74.01%
4
Close
Dec 02, 2024
Hilton Grand Vacations
▲ 35.27%
3
Close
Nov 13, 2024
Occidental Petroleum
▲ 245.79%
6
Close
Nov 13, 2024
Coinbase Global
▼ 20.70%
5
Close
Nov 13, 2024
Zomedica Pharmaceuticals
39.34%
▼ 75.74%
51
Buy
Nov 13, 2024
Pacific Biosciences
▼ 95.04%
5
Close
Nov 13, 2024
Tesla
▲ 43.60%
16
Close
Nov 13, 2024
Nano Dimension
2.94%
▼ 74.96%
6
Sell
Nov 13, 2024
Teladoc
▼ 95.19%
9
Close
Nov 13, 2024
Applied Materials
▲ 118.19%
2
Close
Nov 13, 2024
3M
0.15%
▼ 1.13%
1
Open
Nov 13, 2024
JPMorgan Equity Premium Income ETF
0.21%
▼ 2.39%
1
Open
Nov 13, 2024
Ally Financial
0.12%
▼ 4.70%
1
Open
Nov 13, 2024
Moderna
▲ 14.00%
11
Close
Jun 22, 2024
Idexx Laboratories
▼ 27.57%
2
Close
Jun 22, 2024
Athenex
▼ 99.99%
12
Close
Oct 03, 2023
CVS Health
▲ 30.52%
2
Close
Feb 07, 2023
Affirm Holdings
▼ 81.61%
6
Close
Feb 07, 2023
Johnson & Johnson
▲ 6.01%
2
Close
Feb 07, 2023