tiprankstipranks

my holdings - New Portfolio

shlomo goldshtein

my holdings
Individual Investor
Ranked #20,408 out of 769,002 TipRanks' Investors
Success Rate
71%
349 out of 491
profitable transactions
Average Return
49.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.60%
6-Month Return▲ 14.49%
12-Month Return▲ 40.31%
YTD Return▲ 30.86%
Total Return▲ 82.61%

Best Trade

Opened at
Closed at-
Gain▲ 1059.05%

Bio

my main investment

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.30%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.94%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.40%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.00%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.06%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.05%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.62%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 1.90%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.30%
▲ 11.46%▲ 5.06%▲ 5.94%
▼ 2.25%▲ 3.53%▲ 3.40%
▲ 25.72%▲ 1.21%▲ 3.00%
▼ 4.22%▲ 2.34%▲ 3.06%
▲ 7.82%▲ 2.10%▲ 3.05%
▲ 5.70%▼ 0.89%▼ 0.62%
▲ 23.63%▲ 3.84%▲ 1.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AbbVie
1.69%
▲ 14.67%
9
Buy
Nov 11, 2024
SPDR S&P 500 ETF Trust
4.52%
▲ 17.39%
10
Sell
Nov 11, 2024
Verizon
1.02%
▲ 8.92%
17
Buy
Nov 05, 2024
3M
1.43%
▲ 38.45%
6
Buy
Nov 05, 2024
International Business Machines
7.89%
▲ 59.19%
25
Buy
Nov 05, 2024
Coca-Cola
0.55%
▲ 2.60%
13
Buy
Nov 05, 2024
JPMorgan Equity Premium Income ETF
1.1%
▲ 14.31%
6
Buy
Nov 05, 2024
Pfizer
1.33%
▼ 8.85%
4
Buy
Nov 05, 2024
Chevron
5.59%
▲ 33.56%
20
Buy
Sep 09, 2024
Amcor
0.16%
▲ 5.43%
2
Buy
Sep 09, 2024
Walgreens Boots Alliance
0.29%
▼ 29.97%
5
Buy
Sep 03, 2024
Walmart
0.32%
▲ 20.80%
3
Buy
Sep 03, 2024
iShares Russell 2000 ETF
0.16%
▲ 6.37%
1
Open
Jul 24, 2024
Taiwan Semiconductor Manufacturing
1.75%
▲ 78.02%
6
Buy
Jul 17, 2024
Delta Air Lines
▼ 8.14%
2
Close
Jul 15, 2024
Nvidia
26.47%
▲ 756.72%
22
Buy
Jun 24, 2024
Vertiv Holdings
0.49%
▲ 45.43%
2
Buy
Jun 20, 2024
Microsoft
7.29%
▲ 63.95%
27
Buy
May 01, 2024
Inotiv
▼ 38.05%
2
Close
Apr 12, 2024
Apple
2.77%
▲ 65.31%
17
Buy
Apr 02, 2024