my holdings - New Portfolio

shlomo goldshtein

my holdings
Individual Investor
Ranked #19,078 out of 748,140 TipRanks' Investors
Success Rate
71%
330 out of 467
profitable transactions
Average Return
41.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.26%
6-Month Return▲ 16.04%
12-Month Return▲ 25.75%
YTD Return▲ 21.39%
Total Return▲ 69.38%

Best Trade

Opened at
Closed at-
Gain▲ 873.86%

Bio

my main investment

Performance

21.71%0-21.71%
▲ 5.14%
▲ 4.57%
▲ 5.19%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.68%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.96%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.47%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.30%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.94%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.41%
Jun 2024
▲ 21.71%
▲ 1.76%
▲ 2.75%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.19%
▼ 1.87%▲ 1.59%▲ 3.68%
▲ 14.08%▲ 5.22%▲ 2.96%
▲ 5.05%▲ 3.27%▲ 4.47%
▼ 12.40%▼ 4.03%▼ 3.30%
▲ 11.46%▲ 5.06%▲ 5.94%
▼ 2.25%▲ 3.53%▲ 3.41%
▲ 21.71%▲ 1.76%▲ 2.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Taiwan Semiconductor Manufacturing
1.71%
▲ 60.03%
6
Buy
Jul 17, 2024
SPDR S&P 500 ETF Trust
4.8%
▲ 12.60%
7
Sell
Jul 17, 2024
Delta Air Lines
▼ 8.14%
2
Close
Jul 15, 2024
Walmart
0.23%
▲ 1.49%
1
Open
Jul 15, 2024
International Business Machines
6.57%
▲ 45.22%
21
Buy
Jul 05, 2024
Nvidia
24.04%
▲ 619.83%
22
Buy
Jun 24, 2024
Vertiv Holdings
0.32%
▼ 3.82%
2
Buy
Jun 20, 2024
Walgreens Boots Alliance
0.04%
▼ 39.21%
2
Buy
Jun 03, 2024
Microsoft
8.82%
▲ 75.22%
27
Buy
May 01, 2024
Chevron
5.19%
▲ 26.36%
19
Buy
May 01, 2024
3M
1.25%
▲ 18.19%
5
Buy
May 01, 2024
Inotiv
▼ 38.05%
2
Close
Apr 12, 2024
Apple
3.09%
▲ 62.07%
17
Buy
Apr 02, 2024
Alphabet Class A
7.14%
▲ 67.13%
10
Buy
Apr 02, 2024
Air Products and Chemicals
0.89%
▲ 8.37%
5
Buy
Feb 20, 2024
Pfizer
1.51%
▲ 7.95%
2
Buy
Feb 20, 2024
Amcor
0.1%
▲ 13.36%
1
Open
Feb 20, 2024
Verizon
0.8%
▲ 1.35%
15
Buy
Feb 12, 2024
Altria Group
4.98%
▲ 28.40%
11
Buy
Feb 12, 2024
AT&T
0.77%
▲ 1.30%
23
Buy
Feb 12, 2024