tiprankstipranks

my holdings - New Portfolio

shlomo goldshtein

my holdings
Individual Investor
Ranked #24,105 out of 781,107 TipRanks' Investors
Success Rate
69%
347 out of 500
profitable transactions
Average Return
48.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.07%
6-Month Return▲ 9.57%
12-Month Return▲ 29.06%
YTD Return▲ 2.89%
Total Return▲ 85.25%

Best Trade

Opened at
Closed at-
Gain▲ 994.15%

Bio

my main investment

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.40%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.00%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.06%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.05%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.70%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.18%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.48%
Dec 2024
▲ 7.55%
▲ 1.96%
▲ 2.89%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.40%
▲ 8.13%▲ 1.21%▲ 3.00%
▼ 13.14%▲ 2.34%▲ 3.06%
▲ 2.93%▲ 2.10%▲ 3.05%
▲ 10.00%▼ 0.89%▼ 0.70%
▲ 26.04%▲ 5.96%▲ 4.18%
▲ 5.93%▼ 2.41%▼ 3.48%
▲ 7.55%▲ 1.96%▲ 2.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
24.06%
▲ 708.74%
23
Sell
Jan 06, 2025
SPDR S&P 500 ETF Trust
5.64%
▲ 11.86%
13
Buy
Jan 06, 2025
YieldMax MSTR Option Income Strategy ETF
0.34%
▲ 1.02%
3
Buy
Dec 23, 2024
Pfizer
1.48%
▼ 1.81%
6
Buy
Dec 12, 2024
Verizon
1%
▲ 2.58%
18
Buy
Dec 02, 2024
AbbVie
1.67%
▲ 18.37%
9
Buy
Nov 11, 2024
3M
1.64%
▲ 52.73%
6
Buy
Nov 05, 2024
International Business Machines
7.83%
▲ 66.75%
25
Buy
Nov 05, 2024
Coca-Cola
0.53%
▲ 2.42%
13
Buy
Nov 05, 2024
JPMorgan Equity Premium Income ETF
1.06%
▲ 13.95%
6
Buy
Nov 05, 2024
Chevron
5.45%
▲ 33.67%
20
Buy
Sep 09, 2024
Amcor
0.15%
▲ 0.14%
2
Buy
Sep 09, 2024
Walgreens Boots Alliance
0.37%
▲ 6.40%
5
Buy
Sep 03, 2024
Walmart
0.33%
▲ 27.68%
3
Buy
Sep 03, 2024
iShares Russell 2000 ETF
0.16%
▲ 4.15%
1
Open
Jul 24, 2024
TSMC
1.99%
▲ 100.39%
6
Buy
Jul 17, 2024
Delta Air Lines
▼ 8.14%
2
Close
Jul 15, 2024
Vertiv Holdings
0.48%
▲ 43.72%
2
Buy
Jun 20, 2024
Microsoft
7.46%
▲ 69.63%
27
Buy
May 01, 2024
Inotiv
▼ 38.05%
2
Close
Apr 12, 2024