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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #213,782 out of 788,370 TipRanks' Investors
Success Rate
56%
41 out of 73
profitable transactions
Average Return
16.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.10%
6-Month Return▲ 15.44%
12-Month Return▲ 4.90%
YTD Return▲ 6.28%
Total Return▲ 32.03%

Best Trade

Opened at
Closed at-
Gain▲ 279.20%

Bio

US Stock

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 1.45%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 4.28%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 8.32%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.85%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.20%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 3.06%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.28%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 3.91%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 1.45%
▼ 13.14%▲ 2.34%▼ 4.28%
▲ 2.93%▲ 2.10%▲ 8.32%
▲ 9.99%▼ 0.89%▼ 1.85%
▲ 26.03%▲ 5.96%▲ 5.20%
▲ 5.97%▼ 2.41%▼ 3.06%
▲ 5.25%▲ 2.69%▲ 2.28%
▼ 9.08%▲ 1.42%▲ 3.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Baidu
3.38%
▼ 20.49%
5
Buy
Feb 18, 2025
Uber Technologies
2.92%
▼ 3.19%
1
Open
Feb 18, 2025
Invesco
2.59%
▼ 5.62%
1
Open
Feb 18, 2025
Viatris
0.14%
▼ 16.91%
2
Close
Feb 15, 2025
PayPal Holdings
2.78%
▲ 3.24%
3
Open
Feb 15, 2025
Berkshire Hathaway B
9.46%
▲ 67.33%
2
Buy
Apr 08, 2024
Smith & Wesson Brands
3.25%
▼ 43.51%
3
Buy
Mar 27, 2024
Oshkosh
2.55%
▼ 15.05%
1
Open
Mar 27, 2024
Nvidia
6.64%
▲ 93.61%
1
Open
Feb 20, 2024
Ferrari
▲ 61.06%
5
Close
Feb 03, 2024
Bank of America
3.32%
▲ 40.09%
1
Open
Jan 12, 2024
Workhorse Group
▼ 92.79%
9
Close
Nov 20, 2023
Plug Power
0.82%
▼ 73.09%
3
Buy
Nov 11, 2023
Republic Services
▲ 0.83%
2
Close
Nov 06, 2023
Stellantis
1.72%
▲ 13.14%
6
Sell
Jul 27, 2023
CNH Industrial
▲ 17.95%
2
Close
Mar 08, 2023
Visa
▲ 7.36%
2
Close
Mar 03, 2023
Intel
3.68%
▼ 34.97%
3
Buy
Feb 19, 2023
Alphabet Class A
4.44%
▲ 67.52%
3
Open
Feb 19, 2023
BlackRock
▼ 4.08%
3
Close
Aug 24, 2022