New Portfolio - New Portfolio

egor

New Portfolio
Individual Investor
Ranked #63,605 out of 753,381 TipRanks' Investors
Success Rate
66%
436 out of 658
profitable transactions
Average Return
16.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.33%
6-Month Return▲ 11.62%
12-Month Return▲ 27.14%
YTD Return▲ 17.59%
Total Return▲ 113.62%

Best Trade

Opened at
Closed at-
Gain▲ 236.27%

Bio

valued -growths

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▲ 1.45%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.18%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.65%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.92%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.81%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.49%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.82%
Jul 2024
▼ 2.89%
▲ 2.06%
▲ 1.14%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▲ 1.45%
▲ 14.08%▲ 5.22%▲ 4.18%
▲ 5.05%▲ 3.27%▲ 3.65%
▼ 12.40%▼ 4.03%▼ 3.92%
▲ 11.46%▲ 5.06%▲ 3.81%
▼ 2.25%▲ 3.53%▲ 3.49%
▲ 25.76%▲ 1.21%▲ 2.82%
▼ 2.89%▲ 2.06%▲ 1.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
13.7%
▲ 19.21%
26
Buy
Aug 22, 2024
Fastenal Company
3.47%
▲ 4.86%
5
Buy
Aug 22, 2024
VanEck Semiconductor ETF
13.06%
▲ 127.84%
20
Sell
Aug 16, 2024
ASML Holding
7.23%
▲ 83.36%
7
Sell
Aug 16, 2024
VICI Properties
▲ 10.32%
22
Close
Aug 02, 2024
Visa
3.41%
▲ 14.14%
6
Buy
Jun 28, 2024
SPDR Bloomberg 1-3 Month T-Bill ETF
3.65%
▲ 1.56%
1
Open
May 08, 2024
PayPal Holdings
▼ 18.02%
14
Close
May 07, 2024
Realty Income
▼ 1.06%
25
Close
May 07, 2024
Crocs
▲ 6.50%
12
Close
Feb 27, 2024
Mastercard
4.46%
▲ 22.06%
7
Buy
Oct 26, 2023
Apple
5.42%
▲ 94.97%
7
Buy
Sep 08, 2023
Pool
▲ 2.06%
4
Close
Sep 08, 2023
Home Depot
6.58%
▲ 41.78%
15
Sell
Aug 18, 2023
Adobe
▲ 27.14%
13
Close
Aug 03, 2023
Advanced Micro Devices
▼ 9.64%
16
Close
May 04, 2023
Meta Platforms
▲ 4.83%
8
Close
Apr 27, 2023
UnitedHealth
▲ 42.72%
7
Close
Apr 13, 2023
Alibaba
▼ 33.06%
13
Close
Mar 29, 2023
Berkshire Hathaway B
5.78%
▲ 57.27%
7
Buy
Mar 15, 2023