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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #621,961 out of 747,498 TipRanks' Investors
Success Rate
32%
101 out of 319
profitable transactions
Average Return
-32.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.72%
6-Month Return▲ 7.81%
12-Month Return▲ 3.93%
YTD Return▼ 12.86%
Total Return▼ 52.40%

Best Trade

Opened at
Closed at-
Gain▲ 386.66%

Bio

Medium Risk

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 14.51%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 19.96%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.83%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 2.40%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.24%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.18%
May 2024
▼ 2.25%
▲ 3.53%
▼ 6.63%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 6.10%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 14.51%
▼ 1.87%▲ 1.59%▼ 19.96%
▲ 14.08%▲ 5.22%▲ 7.83%
▲ 5.05%▲ 3.27%▼ 2.40%
▼ 12.40%▼ 4.03%▼ 5.24%
▲ 11.46%▲ 5.06%▲ 10.18%
▼ 2.25%▲ 3.53%▼ 6.63%
▲ 25.65%▲ 0.88%▲ 6.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coinbase Global
0%
▼ 27.04%
4
Open
Jun 22, 2024
Moderna
▲ 14.00%
11
Close
Jun 22, 2024
Idexx Laboratories
▼ 27.57%
2
Close
Jun 22, 2024
Super Micro Computer
0%
▼ 3.65%
1
Open
Jun 22, 2024
Zomedica Pharmaceuticals
79.16%
▼ 72.74%
50
Buy
Mar 01, 2024
Pacific Biosciences
0%
▼ 95.84%
4
Sell
Mar 01, 2024
Teladoc
0%
▼ 95.43%
8
Sell
Mar 01, 2024
Athenex
▼ 99.99%
12
Close
Oct 03, 2023
CVS Health
▲ 30.51%
2
Close
Feb 07, 2023
Affirm Holdings
▼ 81.61%
6
Close
Feb 07, 2023
Johnson & Johnson
▲ 6.01%
2
Close
Feb 07, 2023
Invitae
▼ 95.19%
8
Close
Feb 07, 2023
Roku
▼ 85.03%
5
Close
Feb 07, 2023
Paramount Global Class B
▼ 29.54%
2
Close
Feb 07, 2023
Trimble
▼ 19.41%
2
Close
Feb 07, 2023
Trade Desk
▼ 9.96%
2
Close
Feb 07, 2023
Nio
▼ 20.22%
5
Close
Feb 07, 2023
Proto Labs
▼ 85.66%
2
Close
Feb 07, 2023
Nike
▼ 4.23%
2
Close
Feb 07, 2023
Tencent Holdings
▼ 45.53%
2
Close
Feb 07, 2023