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RF Portfolio - New Portfolio

RF Portfolio
Individual Investor
Ranked #89,556 out of 775,923 TipRanks' Investors
Success Rate
58%
33 out of 57
profitable transactions
Average Return
44.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.93%
6-Month Return▲ 6.79%
12-Month Return▲ 26.50%
YTD Return▲ 27.73%
Total Return▲ 116.26%

Best Trade

Opened at
Closed at-
Gain▲ 929.82%

Bio

Capital growth is the aim...

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.01%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.16%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 3.60%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.57%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.28%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.56%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 15.57%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.04%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.01%
▼ 2.25%▲ 3.53%▲ 5.16%
▲ 25.71%▲ 1.21%▼ 3.60%
▼ 4.22%▲ 2.34%▲ 0.57%
▲ 7.82%▲ 2.10%▲ 0.28%
▲ 5.38%▼ 0.89%▼ 0.56%
▲ 43.22%▲ 5.96%▲ 15.57%
▲ 3.34%▼ 1.56%▼ 4.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Shell
2.72%
▲ 69.58%
9
Sell
Jul 22, 2024
Nvidia
5.81%
▲ 459.10%
6
Sell
Jul 16, 2024
Super Micro Computer
0%
▼ 63.51%
6
Sell
Jun 01, 2024
APA
▼ 11.03%
2
Close
May 28, 2024
Pfizer
4.81%
▼ 5.04%
2
Buy
May 28, 2024
CrowdStrike Holdings
0%
▲ 123.59%
2
Sell
Apr 24, 2024
Fidelity Investment Grade Bond Fund
3.01%
▼ 14.42%
5
Sell
Apr 09, 2024
Fidelity International Growth Fund
5.61%
▲ 4.41%
5
Buy
Apr 09, 2024
Teradyne
▲ 7.20%
2
Close
Mar 19, 2024
Albemarle
▲ 7.17%
2
Close
Feb 17, 2024
Alphabet Class C
22.42%
▲ 86.80%
3
Buy
Jan 10, 2024
Etsy
1.89%
▼ 27.76%
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
40.72%
▲ 55.35%
4
Buy
Dec 03, 2023
Trade Desk
5.19%
▲ 79.58%
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
6.33%
▲ 37.02%
3
Buy
Sep 17, 2023
Nutrien
▲ 37.36%
2
Close
Sep 17, 2023