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New Portfolio - New Portfolio

PerformancePortfolio Details

Monica Tegwyn Lalani

New Portfolio
Individual Investor
Ranked #70,475 out of 769,002 TipRanks' Investors
Success Rate
60%
258 out of 427
profitable transactions
Average Return
32.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.14%
6-Month Return▲ 8.49%
12-Month Return▲ 31.54%
YTD Return▲ 23.73%
Total Return▲ 128.11%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 1029.97%

Bio

Long term portfolio 10-30 years

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.63%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.16%
May 2024
▼ 2.25%
▲ 3.53%
▲ 7.06%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 3.10%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.27%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.50%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.46%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 1.95%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.63%
▲ 11.46%▲ 5.06%▲ 8.16%
▼ 2.25%▲ 3.53%▲ 7.06%
▲ 25.72%▲ 1.21%▼ 3.10%
▼ 4.22%▲ 2.34%▲ 2.27%
▲ 7.82%▲ 2.10%▲ 3.50%
▲ 5.70%▼ 0.89%▼ 2.46%
▲ 23.63%▲ 3.84%▲ 1.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPXC
SPX
0%
▲ 20.62%
1
Open
Jun 17, 2024
LSRCF
Lasertec
0%
▼ 51.77%
1
Open
Jun 17, 2024
ASML
ASML Holding
0%
▲ 27.01%
9
Open
Jun 16, 2024
NFLX
Netflix
0%
▲ 15.71%
7
Open
Jun 16, 2024
IP
International Paper Co
0%
▲ 8.33%
6
Open
Jun 16, 2024
PDD
PDD Holdings
0%
▼ 52.97%
13
Open
Jun 16, 2024
SMSN
Samsung Electronics
0%
▼ 31.62%
1
Open
Jun 15, 2024
NVDA
Nvidia
23.99%
▲ 322.46%
19
Buy
Jun 14, 2024
ORCL
Oracle
0%
▲ 61.79%
5
Open
Jun 14, 2024
DIS
Walt Disney
0.49%
▼ 10.15%
9
Open
Jun 14, 2024
V
Visa
0%
▲ 4.71%
18
Open
Jun 14, 2024
JNJ
Johnson & Johnson
0%
▲ 6.57%
5
Open
Jun 14, 2024
MRK
Merck & Company
0.33%
▼ 25.15%
3
Sell
Jun 14, 2024
ABBV
AbbVie
0.67%
▲ 1.84%
2
Buy
Jun 14, 2024
GOOG
Alphabet Class C
0%
▼ 0.45%
1
Open
Jun 14, 2024
LLY
Eli Lilly & Co
10.75%
▲ 110.10%
6
Buy
Jun 13, 2024
BRK.B
Berkshire Hathaway B
0.77%
▲ 15.83%
2
Sell
Jun 13, 2024
NVO
Novo Nordisk
0.57%
▼ 26.13%
2
Buy
Jun 13, 2024
EWQQF
Invesco EQQQ NASDAQ-100 UCITS ETF USD
―
▲ 13.71%
5
Close
Jun 12, 2024
TSM
Taiwan Semiconductor Manufacturing
2.06%
▲ 8.35%
16
Buy
Jun 12, 2024