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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #231,535 out of 747,046 TipRanks' Investors
Success Rate
54%
37 out of 69
profitable transactions
Average Return
12.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.12%
6-Month Return▲ 11.53%
12-Month Return▼ 12.01%
YTD Return▲ 2.98%
Total Return▲ 24.73%

Best Trade

Opened at
Closed at-
Gain▲ 237.42%

Bio

US Stock

Performance

24.01%0-24.01%
▲ 5.14%
▲ 4.57%
▲ 6.66%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.55%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.85%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 10.78%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.32%
Jun 2024
▲ 24.01%
▲ 3.79%
▲ 5.69%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.66%
▼ 1.87%▲ 1.59%▼ 0.55%
▲ 14.08%▲ 5.22%▲ 5.22%
▲ 5.05%▲ 3.27%▲ 2.85%
▼ 12.40%▼ 4.03%▼ 10.78%
▲ 11.46%▲ 5.06%▲ 6.06%
▼ 2.25%▲ 3.53%▼ 4.32%
▲ 24.01%▲ 3.79%▲ 5.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berkshire Hathaway B
10.72%
▲ 55.75%
2
Buy
Apr 08, 2024
Smith & Wesson Brands
5.63%
▼ 21.56%
3
Buy
Mar 27, 2024
Oshkosh
3.31%
▼ 9.60%
1
Open
Mar 27, 2024
Nvidia
7.35%
▲ 69.91%
1
Open
Feb 20, 2024
Ferrari
▲ 61.06%
5
Close
Feb 03, 2024
PayPal Holdings
▲ 11.15%
2
Close
Jan 25, 2024
Bank of America
3.91%
▲ 35.85%
1
Open
Jan 12, 2024
Workhorse Group
▼ 92.79%
9
Close
Nov 20, 2023
Plug Power
1.77%
▼ 50.48%
3
Buy
Nov 11, 2023
Republic Services
▲ 0.83%
2
Close
Nov 06, 2023
Stellantis
3.11%
▲ 31.19%
6
Sell
Jul 27, 2023
CNH Industrial
▲ 17.95%
2
Close
Mar 08, 2023
Visa
▲ 7.36%
2
Close
Mar 03, 2023
Intel
6.35%
▼ 10.47%
3
Buy
Feb 19, 2023
Alphabet Class A
5.39%
▲ 68.00%
3
Open
Feb 19, 2023
BlackRock
▼ 4.08%
3
Close
Aug 24, 2022
Alibaba
5.8%
▼ 33.97%
3
Buy
Apr 26, 2022
Meta Platforms
14.43%
▲ 105.69%
3
Buy
Apr 26, 2022
Barrick Gold
▲ 16.77%
2
Close
Mar 15, 2022
Faurecia
▲ 28.57%
2
Close
Nov 16, 2021