tiprankstipranks

Josh's Portfolio - New Portfolio

Josh Ward

Josh's Portfolio
Individual Investor
Ranked #172,009 out of 747,696 TipRanks' Investors
Success Rate
57%
27 out of 47
profitable transactions
Average Return
19.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.52%
6-Month Return▲ 3.13%
12-Month Return▲ 9.19%
YTD Return▲ 1.35%
Total Return▲ 156.28%

Best Trade

Opened at
Closed at
Gain▲ 261.17%

Bio

This is my casual investment portfolio.

Performance

25.81%0-25.81%
▲ 5.14%
▲ 4.57%
▲ 11.92%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.40%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 14.99%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.84%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 10.95%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 7.01%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.19%
Jun 2024
▲ 25.81%
▲ 1.92%
▲ 4.15%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 11.92%
▼ 1.87%▲ 1.59%▼ 0.40%
▲ 14.08%▲ 5.22%▲ 14.99%
▲ 5.05%▲ 3.27%▲ 3.84%
▼ 12.40%▼ 4.03%▼ 10.95%
▲ 11.46%▲ 5.06%▼ 7.01%
▼ 2.25%▲ 3.53%▼ 1.19%
▲ 25.81%▲ 1.92%▲ 4.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AMC Entertainment
▲ 34.95%
12
Close
May 15, 2024
Aquestive Therapeutics
1.91%
▼ 28.78%
4
Buy
Mar 07, 2024
Walt Disney
15.39%
▼ 3.40%
3
Sell
Jan 09, 2023
Drive Shack
▼ 91.14%
2
Close
Dec 14, 2022
Future FinTech Group
0.14%
▲ 136.61%
5
Open
Jun 15, 2022
TherapeuticsMD
▼ 46.73%
10
Close
Jun 14, 2022
Microsoft
43.02%
▲ 27.24%
4
Buy
Jan 20, 2022
Denny's
4.42%
▼ 50.03%
3
Buy
Nov 12, 2021
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
Cinemark Holdings
17.93%
▲ 36.47%
7
Buy
Dec 04, 2020
Verizon
▲ 14.22%
2
Close
Nov 10, 2020
BuildABear Workshop
▲ 90.79%
3
Close
Nov 09, 2020