tiprankstipranks

Personal Holdings - New Portfolio

7FAD86F3

Personal Holdings
Individual Investor
Ranked #572,958 out of 770,014 TipRanks' Investors
Success Rate
38%
87 out of 228
profitable transactions
Average Return
-12.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.78%
6-Month Return▲ 16.04%
12-Month Return▲ 79.33%
YTD Return▲ 60.11%
Total Return▼ 4.80%

Best Trade

Opened at
Closed at
Gain▲ 592.00%

Bio

Aggressive investing based on social and economic trends. Strategy: Get in before the herd arrives. No more than 20 core holdings with expected exponential growth over the next two years. No more than 7 shorter-term speculative holdings which sho

Performance

35.03%0-35.03%
▼ 12.40%
▼ 4.03%
▼ 6.94%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.50%
May 2024
▼ 2.25%
▲ 3.53%
▼ 7.18%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 10.95%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 8.83%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 7.27%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 4.74%
Oct 2024
▲ 35.03%
▲ 5.08%
▲ 13.42%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.94%
▲ 11.46%▲ 5.06%▲ 11.50%
▼ 2.25%▲ 3.53%▼ 7.18%
▲ 25.72%▲ 1.21%▲ 10.95%
▼ 4.22%▲ 2.34%▼ 8.83%
▲ 7.82%▲ 2.10%▲ 7.27%
▲ 5.70%▼ 0.89%▲ 4.74%
▲ 35.03%▲ 5.08%▲ 13.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lithium Americas
▲ 48.49%
3
Close
Oct 03, 2023
Concord Acquisition
▼ 10.71%
3
Close
Dec 12, 2022
Hyzon Motors
0.03%
▼ 84.75%
12
Buy
Apr 15, 2022
Solid Power
1.05%
▼ 87.25%
2
Buy
Apr 15, 2022
Arrival SA
0.01%
▼ 99.99%
12
Buy
Apr 15, 2022
Volta
▼ 76.66%
10
Close
Apr 15, 2022
NEL ASA
0.72%
▼ 85.90%
10
Buy
Feb 14, 2022
Canoo
0.01%
▼ 99.84%
2
Sell
Dec 23, 2021
Canopy Growth
0.62%
▼ 97.46%
5
Buy
Dec 23, 2021
Rigetti Computing
0.28%
▼ 74.88%
2
Buy
Dec 23, 2021
SoFi Technologies
24.35%
▼ 16.55%
9
Buy
Dec 23, 2021
Cidara Therapeutics
0.77%
▼ 32.56%
7
Open
Dec 23, 2021
IonQ
19.27%
▲ 182.88%
6
Sell
Nov 20, 2021
Palantir Technologies
6.2%
▲ 198.13%
2
Buy
Nov 20, 2021
Butterfly Network
2.48%
▼ 77.39%
11
Buy
Nov 20, 2021
Evogene
0.03%
▼ 96.07%
10
Sell
Nov 20, 2021
Quantum-Si
▼ 45.69%
3
Close
Nov 20, 2021
Paysafe
2.46%
▼ 81.76%
7
Buy
Nov 12, 2021
Fusion Fuel Green
▼ 3.53%
5
Close
Nov 12, 2021
ChargePoint Holdings
▲ 52.34%
4
Close
Nov 10, 2021