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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #396,584 out of 747,525 TipRanks' Investors
Success Rate
43%
113 out of 261
profitable transactions
Average Return
-1.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.63%
6-Month Return▲ 5.86%
12-Month Return▼ 16.70%
YTD Return▲ 5.85%
Total Return▼ 15.71%

Best Trade

Opened at
Closed at
Gain▲ 70.25%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 2.01%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 6.88%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 0.67%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.31%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.13%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.71%
Jun 2024
▲ 25.65%
▲ 0.88%
▼ 3.64%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 2.01%
▼ 1.87%▲ 1.59%▲ 6.88%
▲ 14.08%▲ 5.22%▼ 0.67%
▲ 5.05%▲ 3.27%▲ 4.31%
▼ 12.40%▼ 4.03%▼ 2.16%
▲ 11.46%▲ 5.06%▲ 3.13%
▼ 2.25%▲ 3.53%▼ 1.71%
▲ 25.65%▲ 0.88%▼ 3.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vodafone
4.44%
▲ 5.52%
5
Open
Jan 15, 2024
Phillips 66
33.98%
▲ 2.03%
5
Open
Jan 15, 2024
Petroleo Brasileiro SA- Petrobras
3.67%
▲ 13.92%
12
Open
Jan 15, 2024
PBF Energy
19.02%
▼ 4.68%
3
Open
Jan 15, 2024
Starbucks
38.9%
▼ 12.64%
1
Open
Jan 15, 2024
Ardmore Shipping
0%
▲ 37.86%
1
Open
Jan 15, 2024
iShares 20+ Year Treasury Bond ETF
▼ 6.87%
7
Close
Dec 20, 2023
Exxon Mobil
▼ 5.94%
3
Close
Dec 20, 2023
ZIM Integrated Shipping Services
▼ 16.60%
8
Close
Nov 26, 2023
SPDR S&P China ETF
▼ 1.39%
2
Close
Nov 26, 2023
Enphase Energy
▼ 29.95%
3
Close
Nov 26, 2023
Altus Power
▼ 25.52%
3
Close
Nov 26, 2023
Plug Power
▼ 60.42%
2
Close
Nov 26, 2023
Orion Energy Systems
▼ 42.28%
2
Close
Nov 26, 2023
Nvidia
▲ 5.09%
5
Close
Sep 03, 2023
Vanguard Short-Term Inflation-Protected Securities ETF
▼ 0.23%
3
Close
Aug 01, 2023
General Dynamics
▼ 0.99%
5
Close
May 07, 2023
Chevron
▼ 6.81%
3
Close
Dec 07, 2022
PayPal Holdings
▼ 16.86%
2
Close
Dec 07, 2022
Lockheed Martin
▲ 3.85%
2
Close
Dec 07, 2022