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Josh's Portfolio - New Portfolio

Josh Ward

Josh's Portfolio
Individual Investor
Ranked #104,229 out of 769,291 TipRanks' Investors
Success Rate
67%
35 out of 52
profitable transactions
Average Return
25.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.40%
6-Month Return▲ 30.46%
12-Month Return▲ 50.59%
YTD Return▲ 32.27%
Total Return▲ 234.51%

Best Trade

Opened at
Closed at
Gain▲ 261.17%

Bio

This is my casual investment portfolio.

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 10.95%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 7.01%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.19%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 8.92%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.41%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.92%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.33%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 10.32%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 10.95%
▲ 11.46%▲ 5.06%▼ 7.01%
▼ 2.25%▲ 3.53%▼ 1.19%
▲ 25.72%▲ 1.21%▲ 8.92%
▼ 4.22%▲ 2.34%▲ 4.41%
▲ 7.82%▲ 2.10%▲ 6.92%
▲ 5.70%▼ 0.89%▲ 1.33%
▲ 37.60%▲ 4.40%▲ 10.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walt Disney
27.78%
▲ 23.92%
6
Buy
Aug 08, 2024
Cinemark Holdings
20.63%
▲ 60.80%
8
Buy
Jul 31, 2024
Future FinTech Group
0.09%
▲ 105.63%
6
Buy
Jul 31, 2024
Denny's
▼ 50.36%
4
Close
Jul 29, 2024
AMC Entertainment
▲ 34.95%
12
Close
May 15, 2024
Aquestive Therapeutics
2.05%
▲ 6.00%
4
Buy
Mar 07, 2024
Drive Shack
▼ 91.14%
2
Close
Dec 14, 2022
TherapeuticsMD
▼ 46.73%
10
Close
Jun 14, 2022
Microsoft
31.63%
▲ 21.19%
4
Buy
Jan 20, 2022
Lucid Group
▲ 85.28%
2
Close
Nov 05, 2021
Cresco Labs
▼ 30.53%
2
Close
Apr 20, 2021
Catalyst Pharma
▲ 31.55%
2
Close
Mar 23, 2021
Cheetah Mobile
▲ 83.65%
2
Close
Feb 16, 2021
Delta Air Lines
▲ 52.27%
5
Close
Feb 05, 2021
Southwest Airlines
▲ 42.84%
2
Close
Feb 05, 2021
Alibaba
▲ 0.85%
2
Close
Feb 05, 2021
IMAX
▲ 74.03%
2
Close
Jan 27, 2021
OrganiGram Holdings
▼ 7.60%
2
Close
Jan 12, 2021
Verizon
▲ 14.22%
2
Close
Nov 10, 2020
BuildABear Workshop
▲ 90.84%
3
Close
Nov 09, 2020