New Portfolio - New Portfolio

egor

New Portfolio
Individual Investor
Ranked #78,511 out of 767,968 TipRanks' Investors
Success Rate
66%
437 out of 662
profitable transactions
Average Return
16.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.10%
6-Month Return▲ 9.64%
12-Month Return▲ 30.84%
YTD Return▲ 21.42%
Total Return▲ 120.57%

Best Trade

Opened at
Closed at-
Gain▲ 224.85%

Bio

valued -growths

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.92%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.81%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.49%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.82%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.63%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.95%
Sep 2024
▲ 5.72%
▼ 0.89%
▼ 1.44%
Oct 2024
▲ 19.60%
▲ 3.01%
▲ 2.26%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.92%
▲ 11.46%▲ 5.06%▲ 3.81%
▼ 2.25%▲ 3.53%▲ 3.49%
▲ 25.72%▲ 1.21%▲ 2.82%
▼ 4.22%▲ 2.34%▲ 1.63%
▲ 7.82%▲ 2.10%▲ 1.95%
▲ 5.72%▼ 0.89%▼ 1.44%
▲ 19.60%▲ 3.01%▲ 2.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
15.52%
▲ 21.50%
29
Buy
Oct 17, 2024
ASML Holding
6.14%
▲ 27.53%
8
Buy
Oct 17, 2024
Fastenal Company
4.07%
▲ 26.69%
5
Buy
Aug 22, 2024
VanEck Semiconductor ETF
12.3%
▲ 120.50%
20
Sell
Aug 16, 2024
VICI Properties
▲ 10.32%
22
Close
Aug 02, 2024
Visa
3.85%
▲ 28.49%
6
Buy
Jun 28, 2024
SPDR Bloomberg 1-3 Month T-Bill ETF
3.56%
▲ 2.71%
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
4.86%
▲ 34.24%
7
Buy
Oct 26, 2023
Apple
5.24%
▲ 93.60%
7
Buy
Sep 08, 2023
Pool
▲ 2.06%
4
Close
Sep 08, 2023
Home Depot
6.97%
▲ 55.01%
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
5.84%
▲ 63.14%
7
Buy
Mar 15, 2023