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Current Holdings - New Portfolio

PerformancePortfolio Details

Current Holdings
Individual Investor
Ranked #155,617 out of 783,839 TipRanks' Investors
Success Rate
64%
67 out of 105
profitable transactions
Average Return
7.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.61%
6-Month Return▲ 15.10%
12-Month Return▲ 21.77%
YTD Return▲ 3.89%
Total Return▼ 5.25%

Best Trade

AssetProShares B... (BITO)
Opened at
Closed at-
Gain▲ 136.65%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.33%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.85%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.25%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.31%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.92%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 8.57%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 6.23%
Dec 2024
▲ 4.46%
▲ 2.69%
▲ 3.89%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.33%
▲ 8.13%▲ 1.21%▲ 0.85%
▼ 13.14%▲ 2.34%▲ 1.25%
▲ 2.93%▲ 2.10%▲ 4.31%
▲ 9.99%▼ 0.89%▼ 0.92%
▲ 26.04%▲ 5.96%▲ 8.57%
▲ 5.93%▼ 2.41%▼ 6.23%
▲ 4.46%▲ 2.69%▲ 3.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MSFT
Microsoft
2.23%
▲ 4.16%
5
Open
Jan 21, 2025
NVDA
Nvidia
1.94%
▲ 2.08%
3
Open
Jan 21, 2025
LLY
Eli Lilly & Co
2.54%
▲ 9.26%
1
Open
Jan 21, 2025
BITO
ProShares Bitcoin Strategy ETF
8.81%
▲ 63.62%
5
Buy
Dec 23, 2024
BABA
Alibaba
―
▼ 16.66%
12
Close
Oct 09, 2024
T
AT&T
―
▲ 54.95%
3
Close
Oct 09, 2024
V
Visa
―
▲ 10.68%
5
Close
Sep 24, 2024
DB
Deutsche Bank AG
―
▲ 67.24%
4
Close
Sep 24, 2024
AMD
Advanced Micro Devices
1.04%
▼ 9.69%
6
Buy
Aug 07, 2024
RIO
Rio Tinto
2.03%
▼ 0.18%
3
Buy
Jul 10, 2024
TSLA
Tesla
2.26%
▲ 60.09%
5
Open
Jan 30, 2024
QQQ
Invesco QQQ Trust
6.9%
▲ 36.64%
2
Buy
Jan 02, 2024
XOM
Exxon Mobil
3.23%
▲ 7.01%
3
Buy
Dec 13, 2023
F
Ford Motor
4.29%
▼ 11.88%
6
Buy
Sep 28, 2023
O
Realty Income
―
▼ 7.23%
2
Close
Aug 30, 2023
SEDG
SolarEdge Technologies
―
▼ 30.69%
2
Close
Aug 30, 2023
SOFI
SoFi Technologies
―
▼ 23.67%
2
Close
Aug 30, 2023
MO
Altria Group
―
▼ 1.98%
2
Close
Aug 30, 2023
CVS
CVS Health
2.53%
▼ 19.44%
2
Sell
Aug 22, 2023
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
10.29%
▲ 38.36%
2
Buy
Aug 22, 2023