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RF Portfolio - New Portfolio

RF Portfolio
Individual Investor
Ranked #77,754 out of 781,107 TipRanks' Investors
Success Rate
61%
35 out of 57
profitable transactions
Average Return
45.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.29%
6-Month Return▲ 7.14%
12-Month Return▲ 28.66%
YTD Return▲ 2.47%
Total Return▲ 115.64%

Best Trade

Opened at
Closed at-
Gain▲ 952.83%

Bio

Capital growth is the aim...

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 5.16%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 3.60%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.57%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.28%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.56%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 15.57%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 6.63%
Dec 2024
▲ 7.55%
▲ 1.96%
▲ 2.47%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 5.16%
▲ 8.13%▲ 1.21%▼ 3.60%
▼ 13.14%▲ 2.34%▲ 0.57%
▲ 2.93%▲ 2.10%▲ 0.28%
▲ 10.00%▼ 0.89%▼ 0.56%
▲ 26.04%▲ 5.96%▲ 15.57%
▲ 5.93%▼ 2.41%▼ 6.63%
▲ 7.55%▲ 1.96%▲ 2.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Shell
2.96%
▲ 86.58%
9
Sell
Jul 22, 2024
Nvidia
5.89%
▲ 471.60%
6
Sell
Jul 16, 2024
Super Micro Computer
0%
▼ 64.40%
6
Sell
Jun 01, 2024
APA
▼ 11.03%
2
Close
May 28, 2024
Pfizer
4.76%
▼ 5.25%
2
Buy
May 28, 2024
CrowdStrike Holdings
0%
▲ 120.33%
2
Sell
Apr 24, 2024
Fidelity Investment Grade Bond Fund
2.97%
▼ 14.78%
5
Sell
Apr 09, 2024
Fidelity International Growth Fund
5.73%
▲ 7.69%
5
Buy
Apr 09, 2024
Teradyne
▲ 7.20%
2
Close
Mar 19, 2024
Albemarle
▲ 7.17%
2
Close
Feb 17, 2024
Alphabet Class C
22.76%
▲ 91.24%
3
Buy
Jan 10, 2024
Etsy
1.75%
▼ 32.45%
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
40.73%
▲ 57.20%
4
Buy
Dec 03, 2023
Trade Desk
5.12%
▲ 78.73%
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
5.95%
▲ 29.98%
3
Buy
Sep 17, 2023
Nutrien
▲ 37.39%
2
Close
Sep 17, 2023