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Josh's Portfolio - New Portfolio

Josh Ward

Josh's Portfolio
Individual Investor
Ranked #146,538 out of 775,923 TipRanks' Investors
Success Rate
62%
32 out of 52
profitable transactions
Average Return
23.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.25%
6-Month Return▲ 27.16%
12-Month Return▲ 27.37%
YTD Return▲ 22.46%
Total Return▲ 209.70%

Best Trade

Opened at
Closed at
Gain▲ 261.17%

Bio

This is my casual investment portfolio.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▼ 7.01%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.19%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 9.02%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.41%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.92%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 1.33%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 15.39%
Nov 2024
▼ 0.45%
▼ 1.56%
▼ 11.57%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▼ 7.01%
▼ 2.25%▲ 3.53%▼ 1.19%
▲ 25.71%▲ 1.21%▲ 9.02%
▼ 4.22%▲ 2.34%▲ 4.41%
▲ 7.82%▲ 2.10%▲ 6.92%
▲ 5.38%▼ 0.89%▲ 1.33%
▲ 43.22%▲ 5.96%▲ 15.39%
▼ 0.45%▼ 1.56%▼ 11.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walt Disney
27.16%
▲ 21.76%
6
Buy
Aug 08, 2024
Cinemark Holdings
19.67%
▲ 56.53%
8
Buy
Jul 31, 2024
Future FinTech Group
0.07%
▲ 95.07%
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
1.65%
▼ 14.21%
4
Buy
Mar 07, 2024
Drive Shack
▼ 91.14%
2
Close
Dec 14, 2022
TherapeuticsMD
▼ 46.73%
10
Close
Jun 14, 2022
Microsoft
33.42%
▲ 26.24%
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