New Portfolio - New Portfolio

Roy

New Portfolio
Individual Investor
Ranked #515,160 out of 748,394 TipRanks' Investors
Success Rate
47%
16 out of 34
profitable transactions
Average Return
-11.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.70%
6-Month Return▲ 28.88%
12-Month Return▲ 9.40%
YTD Return▲ 30.23%
Total Return▲ 6.05%

Best Trade

Opened at
Closed at-
Gain▲ 115.03%

Bio

The portfolio consists of defensive and aggressive stocks to make a balance of risks.

Performance

17.35%0-17.35%
▲ 5.14%
▲ 4.57%
▼ 0.39%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.07%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 11.51%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 10.04%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.40%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.47%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.74%
Jun 2024
▲ 17.35%
▼ 0.55%
▲ 5.02%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▼ 0.39%
▼ 1.87%▲ 1.59%▼ 0.07%
▲ 14.08%▲ 5.22%▲ 11.51%
▲ 5.05%▲ 3.27%▲ 10.04%
▼ 12.40%▼ 4.03%▼ 8.40%
▲ 11.46%▲ 5.06%▲ 7.47%
▼ 2.25%▲ 3.53%▲ 2.74%
▲ 17.35%▼ 0.55%▲ 5.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
IonQ
▼ 23.74%
6
Close
Jan 09, 2024
ProShares UltraPro Short QQQ
▼ 60.74%
5
Close
Jan 09, 2024
Tesla
▼ 18.41%
3
Close
Jan 09, 2024
Apple
▲ 22.26%
4
Close
Jan 09, 2024
Polestar Automotive Holding UK
▼ 82.60%
5
Close
Jan 09, 2024
Vanguard S&P 500 ETF
▲ 3.10%
4
Close
Jan 09, 2024
Airbnb
▼ 32.66%
2
Close
Jan 09, 2024
Mastercard
▲ 18.54%
2
Close
Jan 09, 2024
Huntington Bancshares
33.33%
▲ 11.09%
3
Open
Jan 09, 2024
Bristol-Myers Squibb
33.33%
▼ 10.56%
1
Open
Jan 09, 2024
Nvidia
33.33%
▲ 115.03%
1
Open
Jan 09, 2024
Block
▼ 8.17%
3
Close
Nov 14, 2021
Quince Therapeutics
▲ 7.65%
2
Close
Oct 30, 2021
Johnson & Johnson
▼ 4.28%
3
Close
Oct 29, 2021
Taiwan Semiconductor Manufacturing
▼ 8.53%
2
Close
Oct 29, 2021
Coca-Cola
▲ 3.32%
3
Close
Oct 29, 2021
Verizon
▲ 2.08%
2
Close
Oct 29, 2021
Corsair Gaming
▼ 3.47%
2
Close
Oct 29, 2021
Visa
▲ 1.94%
2
Close
Oct 16, 2021
Grayscale Bitcoin
▲ 10.95%
2
Close
Oct 07, 2021