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New Portfolio - New Portfolio

PerformancePortfolio Details

Monica Tegwyn Lalani

New Portfolio
Individual Investor
Ranked #64,820 out of 775,913 TipRanks' Investors
Success Rate
60%
257 out of 427
profitable transactions
Average Return
33.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.72%
6-Month Return▲ 4.59%
12-Month Return▲ 28.18%
YTD Return▲ 27.80%
Total Return▲ 135.61%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 943.38%

Bio

Long term portfolio 10-30 years

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 8.16%
May 2024
▼ 2.25%
▲ 3.53%
▲ 7.06%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 3.11%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.27%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.50%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.46%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.70%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 0.57%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 8.16%
▼ 2.25%▲ 3.53%▲ 7.06%
▲ 25.71%▲ 1.21%▼ 3.11%
▼ 4.22%▲ 2.34%▲ 2.27%
▲ 7.82%▲ 2.10%▲ 3.50%
▲ 5.38%▼ 0.89%▼ 2.46%
▲ 43.22%▲ 5.96%▲ 4.70%
▲ 3.34%▼ 1.56%▲ 0.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPXC
SPX
0%
▲ 3.92%
1
Open
Jun 17, 2024
LSRCF
Lasertec
0%
▼ 58.20%
1
Open
Jun 17, 2024
ASML
ASML Holding
0%
▲ 27.76%
9
Open
Jun 16, 2024
NFLX
Netflix
0%
▲ 16.64%
7
Open
Jun 16, 2024
IP
International Paper Co
0%
▲ 5.05%
6
Open
Jun 16, 2024
PDD
PDD Holdings
0%
▼ 55.84%
13
Open
Jun 16, 2024
SMSN
Samsung Electronics
0%
▼ 35.18%
1
Open
Jun 15, 2024
NVDA
Nvidia
21.99%
▲ 290.09%
19
Buy
Jun 14, 2024
ORCL
Oracle
0%
▲ 56.67%
5
Open
Jun 14, 2024
DIS
Walt Disney
0.47%
▼ 10.40%
9
Open
Jun 14, 2024
V
Visa
0%
▲ 5.06%
18
Open
Jun 14, 2024
JNJ
Johnson & Johnson
0%
▲ 5.27%
5
Open
Jun 14, 2024
MRK
Merck & Company
0.32%
▼ 24.08%
3
Sell
Jun 14, 2024
ABBV
AbbVie
0.69%
▲ 6.59%
2
Buy
Jun 14, 2024
GOOG
Alphabet Class C
0%
▲ 8.45%
1
Open
Jun 14, 2024
LLY
Eli Lilly & Co
10.99%
▲ 114.10%
6
Buy
Jun 13, 2024
BRK.B
Berkshire Hathaway B
0.74%
▲ 11.97%
2
Sell
Jun 13, 2024
NVO
Novo Nordisk
0.47%
▼ 40.35%
2
Buy
Jun 13, 2024
EWQQF
Invesco EQQQ NASDAQ-100 UCITS ETF USD
―
▲ 13.71%
5
Close
Jun 12, 2024
TSM
Taiwan Semiconductor Manufacturing
2.12%
▲ 10.89%
16
Buy
Jun 12, 2024