Portfolio #1 - New Portfolio

Portfolio #1
Individual Investor
Ranked #418,521 out of 765,504 TipRanks' Investors
Success Rate
42%
1417 out of 3390
profitable transactions
Average Return
3.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.69%
6-Month Return▲ 34.47%
12-Month Return▲ 82.26%
YTD Return▲ 65.39%
Total Return▲ 494.98%

Best Trade

Opened at
Closed at-
Gain▲ 210.24%

Bio

Largely based on the CANSLIM method but moving somewhat toward increased portfolio safety

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.05%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 12.18%
May 2024
▼ 2.25%
▲ 3.53%
▲ 10.16%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.54%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.37%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.13%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.10%
Oct 2024
▲ 4.77%
▲ 3.94%
▲ 5.28%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.05%
▲ 11.46%▲ 5.06%▲ 12.18%
▼ 2.25%▲ 3.53%▲ 10.16%
▲ 25.72%▲ 1.21%▲ 0.54%
▼ 4.21%▲ 2.34%▲ 1.37%
▲ 7.82%▲ 2.10%▲ 4.13%
▲ 6.02%▼ 0.89%▲ 1.10%
▲ 4.77%▲ 3.94%▲ 5.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares U.S. Home Construction ETF
▲ 5.80%
36
Close
Feb 14, 2024
Alphabet Class A
▲ 1.67%
13
Close
Feb 13, 2024
SPDR Gold MiniShares Trust
▼ 1.18%
14
Close
Feb 13, 2024
Health Care Select Sector SPDR Fund
▼ 1.65%
14
Close
Feb 13, 2024
NorthShore Global Uranium Mining ETF
▲ 4.03%
27
Close
Feb 13, 2024
American International Group
▲ 3.75%
12
Close
Feb 13, 2024
VanEck Pharmaceutical ETF
▼ 1.24%
6
Close
Feb 13, 2024
Seven Hills Realty Trust
▼ 7.24%
11
Close
Feb 13, 2024
Rua Gold
0.00%
8
Close
Feb 13, 2024
Blue Owl Capital
▲ 0.61%
21
Close
Feb 13, 2024
Pennantpark Investment
▼ 3.08%
10
Close
Feb 13, 2024
Ryanair Holdings
▲ 8.49%
13
Close
Feb 13, 2024
Arcos Dorados Holdings
▼ 1.77%
10
Close
Feb 13, 2024
Forestar Group
▼ 5.14%
4
Close
Feb 13, 2024
SPDR S&P Capital Markets ETF
▼ 1.25%
3
Close
Feb 13, 2024
Intesa Sanpaolo
▼ 2.65%
4
Close
Feb 13, 2024
Mercadolibre
▼ 2.40%
4
Close
Feb 13, 2024
AppLovin
▲ 0.44%
3
Close
Feb 13, 2024
Stride
▼ 2.58%
2
Close
Feb 13, 2024
REV Group
▼ 0.74%
3
Close
Feb 13, 2024