RF Portfolio - New Portfolio

RF Portfolio
Individual Investor
Ranked #88,731 out of 767,938 TipRanks' Investors
Success Rate
58%
33 out of 57
profitable transactions
Average Return
44.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.36%
6-Month Return▲ 2.84%
12-Month Return▲ 28.53%
YTD Return▲ 16.51%
Total Return▲ 97.27%

Best Trade

Opened at
Closed at-
Gain▲ 985.39%

Bio

Capital growth is the aim...

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.19%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.01%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.16%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 3.60%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.57%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.28%
Sep 2024
▲ 5.84%
▼ 0.89%
▼ 0.56%
Oct 2024
▲ 11.50%
▲ 4.35%
▲ 1.16%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.19%
▲ 11.46%▲ 5.06%▲ 4.01%
▼ 2.25%▲ 3.53%▲ 5.16%
▲ 25.72%▲ 1.21%▼ 3.60%
▼ 4.22%▲ 2.34%▲ 0.57%
▲ 7.82%▲ 2.10%▲ 0.28%
▲ 5.84%▼ 0.89%▼ 0.56%
▲ 11.50%▲ 4.35%▲ 1.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Shell
3.02%
▲ 83.09%
9
Sell
Jul 22, 2024
Nvidia
6.31%
▲ 489.28%
6
Sell
Jul 16, 2024
Super Micro Computer
0%
▼ 78.54%
6
Sell
Jun 01, 2024
APA
▼ 11.03%
2
Close
May 28, 2024
Pfizer
4.66%
▼ 10.66%
2
Buy
May 28, 2024
CrowdStrike Holdings
0%
▲ 107.83%
2
Sell
Apr 24, 2024
Fidelity Investment Grade Bond Fund
3.11%
▼ 14.06%
5
Sell
Apr 09, 2024
Fidelity International Growth Fund
5.83%
▲ 5.40%
5
Buy
Apr 09, 2024
Teradyne
▲ 7.20%
2
Close
Mar 19, 2024
Albemarle
▲ 7.17%
2
Close
Feb 17, 2024
Alphabet Class C
20.81%
▲ 68.15%
3
Buy
Jan 10, 2024
Etsy
1.7%
▼ 36.89%
2
Buy
Jan 10, 2024
Palantir Technologies
▲ 27.60%
5
Close
Dec 15, 2023
BioNTech SE
▼ 1.55%
4
Close
Dec 15, 2023
Vanguard Index Trust 500 Index Fund
41.46%
▲ 53.57%
4
Buy
Dec 03, 2023
Trade Desk
5.05%
▲ 69.72%
3
Buy
Oct 10, 2023
BBTV Holdings, Inc.
▼ 97.82%
2
Close
Sep 19, 2023
ASML Holding
▲ 69.60%
2
Close
Sep 17, 2023
Shopify
6.49%
▲ 36.44%
3
Buy
Sep 17, 2023
Nutrien
▲ 37.36%
2
Close
Sep 17, 2023