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Stocks Held - New Portfolio
trellek
Stocks HeldIndividual Investor
Ranked #166,895 out of 747,285 TipRanks' Investors
Success Rate
74 out of 125
profitable transactions
profitable transactions
Average Return
7.45%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.38%
6-Month Return▲ 13.00%
12-Month Return▲ 18.47%
YTD Return▲ 10.57%
Total Return▲ 70.17%
Best Trade
Bio
This is my individual stock investment portfolio
Performance
19.38%0-19.38%
▲ 5.14%
▲ 4.57%
▲ 5.88%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.24%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.09%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.45%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.34%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.36%
Jun 2024
▲ 19.38%
▲ 2.34%
▲ 1.64%
Jul 2024
▲ 5.14%▲ 4.57%▲ 5.88%
▼ 1.87%▲ 1.59%▼ 0.24%
▲ 14.08%▲ 5.22%▲ 5.09%
▲ 5.05%▲ 3.27%▲ 6.45%
▼ 12.40%▼ 4.03%▼ 3.43%
▲ 11.46%▲ 5.06%▲ 2.34%
▼ 2.25%▲ 3.53%▼ 1.36%
▲ 19.38%▲ 2.34%▲ 1.64%
Recent Activity
Oshkosh
―
▲ 15.04%
2
Close
Jun 10, 2024
Diamondback
―
▲ 98.14%
2
Close
Jun 03, 2024
Communication Services Select Sector SPDR Fund
15.72%
▲ 6.59%
7
Open
Jun 02, 2024
EOG Resources
―
▲ 61.39%
2
Close
May 23, 2024
Consumer Discretionary Select Sector SPDR Fund
―
▲ 1.66%
8
Close
May 23, 2024
Alibaba
―
▼ 12.94%
2
Close
May 23, 2024
Valero Energy
―
▲ 34.25%
2
Close
Apr 19, 2024
Technology Select Sector SPDR Fund
―
▲ 4.73%
6
Close
Apr 19, 2024
Mondelez International
―
▲ 4.25%
2
Close
Apr 16, 2024
Regeneron
―
▲ 17.89%
2
Close
Apr 16, 2024
Builders Firstsource
―
▲ 44.13%
4
Close
Apr 11, 2024
Veren
4.22%
▼ 3.46%
1
Open
Mar 28, 2024
Western Alliance
5.87%
▲ 23.63%
1
Open
Mar 18, 2024
MGM Resorts
4.62%
▲ 6.24%
1
Open
Mar 11, 2024
UnitedHealth
―
▼ 5.50%
4
Close
Mar 02, 2024
Energy Select Sector SPDR Fund
16.7%
▲ 4.85%
13
Open
Feb 20, 2024
Enerplus
―
▼ 11.98%
2
Close
Jan 11, 2024
Karat Packaging Inc
―
▲ 10.20%
2
Close
Jan 09, 2024
Arlo Technologies
―
▲ 0.22%
2
Close
Jan 02, 2024
OneMain Holdings
―
▲ 23.84%
5
Close
Dec 20, 2023