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my holdings - New Portfolio

PerformancePortfolio Details

shlomo goldshtein

my holdings
Individual Investor
Ranked #27,653 out of 775,923 TipRanks' Investors
Success Rate
67%
333 out of 498
profitable transactions
Average Return
46.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.07%
6-Month Return▲ 9.51%
12-Month Return▲ 30.06%
YTD Return▲ 29.52%
Total Return▲ 80.72%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 970.24%

Bio

my main investment

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.94%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.40%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.00%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.06%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.05%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.58%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.18%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.23%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 5.94%
▼ 2.25%▲ 3.53%▲ 3.40%
▲ 25.71%▲ 1.21%▲ 3.00%
▼ 4.22%▲ 2.34%▲ 3.06%
▲ 7.82%▲ 2.10%▲ 3.05%
▲ 5.38%▼ 0.89%▼ 0.58%
▲ 43.22%▲ 5.96%▲ 4.18%
▲ 3.34%▼ 1.56%▼ 3.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPY
SPDR S&P 500 ETF Trust
4.76%
▲ 12.28%
12
Buy
Dec 12, 2024
PFE
Pfizer
1.51%
▼ 1.58%
6
Buy
Dec 12, 2024
VZ
Verizon
1.05%
▲ 2.35%
18
Buy
Dec 02, 2024
MSTY
YieldMax MSTR Option Income Strategy ETF
0.27%
▲ 5.03%
2
Buy
Dec 02, 2024
ABBV
AbbVie
1.75%
▲ 20.01%
9
Buy
Nov 11, 2024
MMM
3M
1.47%
▲ 40.01%
6
Buy
Nov 05, 2024
IBM
International Business Machines
8.02%
▲ 65.69%
25
Buy
Nov 05, 2024
KO
Coca-Cola
0.55%
▲ 2.31%
13
Buy
Nov 05, 2024
JEPI
JPMorgan Equity Premium Income ETF
1.08%
▲ 12.59%
6
Buy
Nov 05, 2024
CVX
Chevron
5%
▲ 18.26%
20
Buy
Sep 09, 2024
AMCR
Amcor
0.15%
▼ 2.96%
2
Buy
Sep 09, 2024
WBA
Walgreens Boots Alliance
0.33%
▼ 18.84%
5
Buy
Sep 03, 2024
WMT
Walmart
0.34%
▲ 28.10%
3
Buy
Sep 03, 2024
IWM
iShares Russell 2000 ETF
0.16%
▲ 2.52%
1
Open
Jul 24, 2024
TSM
Taiwan Semiconductor Manufacturing
1.83%
▲ 86.85%
6
Buy
Jul 17, 2024
DAL
Delta Air Lines
―
▼ 8.14%
2
Close
Jul 15, 2024
NVDA
Nvidia
24.6%
▲ 691.06%
22
Buy
Jun 24, 2024
VRT
Vertiv Holdings
0.42%
▲ 26.97%
2
Buy
Jun 20, 2024
MSFT
Microsoft
7.8%
▲ 72.62%
27
Buy
May 01, 2024
NOTV
Inotiv
―
▼ 38.05%
2
Close
Apr 12, 2024