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Bank - New Portfolio

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Bank
Individual Investor
Ranked #345,263 out of 747,498 TipRanks' Investors
Success Rate
47%
76 out of 163
profitable transactions
Average Return
5.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.14%
6-Month Return▲ 16.60%
12-Month Return▲ 7.71%
YTD Return▲ 17.05%
Total Return▲ 57.23%

Best Trade

Opened at
Closed at
Gain▲ 178.32%

Bio

A growth Portfolio with an acceptable track record.

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 9.66%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.02%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.25%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.16%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 0.05%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.49%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.72%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 3.01%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 9.66%
▼ 1.87%▲ 1.59%▲ 0.02%
▲ 14.08%▲ 5.22%▲ 4.25%
▲ 5.05%▲ 3.27%▲ 4.16%
▼ 12.40%▼ 4.03%▲ 0.05%
▲ 11.46%▲ 5.06%▲ 7.49%
▼ 2.25%▲ 3.53%▼ 2.72%
▲ 29.87%▲ 0.88%▲ 3.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coupang
2.85%
0.00%
1
Open
Jul 19, 2024
Textron
▲ 23.86%
3
Close
Jul 18, 2024
Roblox
1.84%
▲ 1.83%
1
Open
Jul 18, 2024
Airbnb
2.6%
▼ 3.10%
1
Open
Jul 03, 2024
Pentair
2.76%
▲ 5.31%
1
Open
Jun 26, 2024
On Holding AG
2.66%
▼ 4.00%
1
Open
Jun 20, 2024
GigaCloud Technology, Inc. Class A
2.45%
▼ 5.55%
1
Open
May 30, 2024
Aris Mining
2.64%
▼ 0.87%
1
Open
May 24, 2024
Emerson Electric Company
2.85%
▲ 0.87%
1
Open
May 22, 2024
Cantaloupe
2.04%
▲ 7.73%
2
Sell
May 21, 2024
First Solar
2.28%
▲ 2.04%
1
Open
May 21, 2024
Rio Tinto
2.43%
▼ 7.59%
1
Open
May 08, 2024
Stellantis
▲ 28.16%
2
Close
May 07, 2024
Perma-Fix
1.71%
▼ 10.26%
2
Sell
Apr 09, 2024
PaySign
3.13%
▲ 140.65%
2
Sell
Apr 03, 2024
UR-Energy
1.99%
▼ 13.46%
1
Open
Mar 05, 2024
Deutsche Bank AG
▼ 2.78%
2
Close
Feb 21, 2024
Okta
2.63%
▲ 5.13%
1
Open
Feb 15, 2024
EnerSys
▼ 12.68%
2
Close
Feb 14, 2024
Twilio
2.01%
▼ 14.83%
3
Open
Feb 01, 2024