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New Portfolio - New Portfolio

PerformancePortfolio Details

Howard

New Portfolio
Individual Investor
Ranked #99,447 out of 783,334 TipRanks' Investors
Success Rate
61%
144 out of 238
profitable transactions
Average Return
24.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.71%
6-Month Return▲ 13.73%
12-Month Return▲ 17.34%
YTD Return▲ 5.71%
Total Return▲ 79.58%

Best Trade

AssetOnto Innova... (ONTO)
Opened at
Closed at
Gain▲ 370.63%

Bio

Investment Portfoilio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.37%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.30%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.49%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.40%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 3.10%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 12.21%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 6.59%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 5.71%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.37%
▲ 8.13%▲ 1.21%▲ 0.30%
▼ 13.14%▲ 2.34%▲ 0.49%
▲ 2.93%▲ 2.10%▲ 5.40%
▲ 9.99%▼ 0.89%▼ 3.10%
▲ 26.04%▲ 5.96%▲ 12.21%
▲ 5.93%▼ 2.41%▼ 6.59%
▲ 3.19%▲ 2.68%▲ 5.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PLTR
Palantir Technologies
―
▲ 164.53%
3
Close
Nov 24, 2024
LSCC
Lattice Semiconductor
―
▲ 94.20%
5
Close
Nov 24, 2024
MET
Metlife
―
▲ 155.86%
5
Close
Nov 24, 2024
SSNC
SS&C Technologies Holdings
0%
▲ 42.87%
7
Sell
Nov 24, 2024
OTEX
Open Text
―
▼ 27.83%
2
Close
Nov 24, 2024
CVS
CVS Health
―
▲ 2.06%
5
Close
Nov 24, 2024
AMD
Advanced Micro Devices
0%
▲ 33.95%
5
Sell
Nov 24, 2024
MS
Morgan Stanley
―
▲ 240.88%
6
Close
Nov 24, 2024
PFSI
PennyMac Financial
―
▲ 94.97%
2
Close
Nov 24, 2024
ZIM
ZIM Integrated Shipping Services
―
▲ 13.90%
2
Close
Nov 24, 2024
UPLD
Upland Software
―
▼ 89.83%
5
Close
Nov 24, 2024
TPX
Tempur Sealy
―
▲ 42.39%
2
Close
Nov 24, 2024
SPNS
Sapiens
―
▲ 8.75%
3
Close
Nov 24, 2024
ONTO
Onto Innovation
―
▲ 308.65%
3
Close
Nov 24, 2024
BSX
Boston Scientific
―
▲ 133.97%
7
Close
Nov 24, 2024
TRU
TransUnion
0%
▼ 9.97%
4
Open
Nov 24, 2024
JD
JD
0%
▲ 16.28%
4
Open
Nov 24, 2024
CSCO
Cisco Systems
0%
▲ 16.56%
6
Open
Nov 24, 2024
ESNT
Essent Group
0%
▲ 27.23%
7
Open
Nov 24, 2024
PYPL
PayPal Holdings
0%
▲ 13.00%
3
Open
Nov 24, 2024