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my holdings - New Portfolio

PerformancePortfolio Details

shlomo goldshtein

my holdings
Individual Investor
Ranked #18,108 out of 788,370 TipRanks' Investors
Success Rate
73%
363 out of 501
profitable transactions
Average Return
50.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.04%
6-Month Return▲ 12.46%
12-Month Return▲ 30.10%
YTD Return▲ 7.02%
Total Return▲ 93.85%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 968.09%

Bio

my main investment

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 3.00%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.04%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.05%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.70%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.16%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 2.86%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.27%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 2.63%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.00%
▼ 13.14%▲ 2.34%▲ 3.04%
▲ 2.93%▲ 2.10%▲ 3.05%
▲ 9.99%▼ 0.89%▼ 0.70%
▲ 26.03%▲ 5.96%▲ 4.16%
▲ 5.97%▼ 2.41%▼ 2.86%
▲ 5.25%▲ 2.69%▲ 4.27%
▼ 9.08%▲ 1.42%▲ 2.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPY
SPDR S&P 500 ETF Trust
6.05%
▲ 10.76%
14
Buy
Feb 13, 2025
WBA
Walgreens Boots Alliance
―
▼ 17.14%
6
Close
Feb 13, 2025
IWM
iShares Russell 2000 ETF
―
▲ 4.27%
2
Close
Feb 11, 2025
NVDA
Nvidia
22.97%
▲ 689.47%
23
Sell
Jan 06, 2025
MSTY
YieldMax MSTR Option Income Strategy ETF
0.26%
▼ 8.06%
3
Buy
Dec 23, 2024
PFE
Pfizer
1.47%
▼ 0.04%
6
Buy
Dec 12, 2024
VZ
Verizon
1.1%
▲ 13.10%
18
Buy
Dec 02, 2024
ABBV
AbbVie
1.97%
▲ 39.43%
9
Buy
Nov 11, 2024
MMM
3M
1.61%
▲ 57.79%
6
Buy
Nov 05, 2024
IBM
International Business Machines
9.16%
▲ 98.33%
25
Buy
Nov 05, 2024
KO
Coca-Cola
0.61%
▲ 8.15%
13
Buy
Nov 05, 2024
JEPI
JPMorgan Equity Premium Income ETF
1.07%
▲ 15.17%
6
Buy
Nov 05, 2024
CVX
Chevron
5.36%
▲ 31.35%
20
Buy
Sep 09, 2024
AMCR
Amcor
0.16%
▲ 5.82%
2
Buy
Sep 09, 2024
WMT
Walmart
0.34%
▲ 31.62%
3
Buy
Sep 03, 2024
TSM
TSMC
1.8%
▲ 87.82%
6
Buy
Jul 17, 2024
DAL
Delta Air Lines
―
▼ 8.14%
2
Close
Jul 15, 2024
VRT
Vertiv Holdings
0.33%
▲ 1.53%
2
Buy
Jun 20, 2024
MSFT
Microsoft
7.11%
▲ 61.72%
27
Buy
May 01, 2024
NOTV
Inotiv
―
▼ 38.05%
2
Close
Apr 12, 2024