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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #482,973 out of 775,913 TipRanks' Investors
Success Rate
40%
66 out of 164
profitable transactions
Average Return
-5.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.23%
6-Month Return▲ 26.61%
12-Month Return▲ 8.53%
YTD Return▲ 8.24%
Total Return▼ 34.92%

Best Trade

Opened at
Closed at-
Gain▲ 275.43%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.05%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.69%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 8.14%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.63%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.99%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 1.53%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.03%
Nov 2024
▼ 5.24%
▼ 2.73%
▲ 1.24%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.05%
▼ 2.25%▲ 3.53%▲ 1.69%
▲ 25.71%▲ 1.21%▲ 8.14%
▼ 4.22%▲ 2.34%▼ 1.63%
▲ 7.82%▲ 2.10%▲ 4.99%
▲ 5.38%▼ 0.89%▲ 1.53%
▲ 43.22%▲ 5.96%▲ 7.03%
▼ 5.24%▼ 2.73%▲ 1.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ARK Genomic Revolution ETF
5.04%
▼ 50.68%
5
Sell
Dec 18, 2024
Roundhill Magnificent Seven ETF
2.97%
▲ 3.92%
4
Buy
Dec 18, 2024
Global X Blockchain ETF
1.44%
▼ 12.56%
2
Buy
Dec 17, 2024
PubMatic
▼ 32.16%
4
Close
Dec 16, 2024
UiPath
▼ 40.70%
4
Close
Dec 12, 2024
SentinelOne
1.32%
▼ 19.99%
5
Buy
Dec 12, 2024
Nvidia
4.77%
▼ 2.61%
5
Buy
Dec 11, 2024
PayPal Holdings
▼ 61.42%
5
Close
Dec 05, 2024
ARK Innovation ETF
▲ 26.56%
6
Close
Dec 03, 2024
Archer Aviation
▲ 45.81%
2
Close
Nov 25, 2024
Block, Inc. Shs Chess Depository Interests Repr 1 Sh
▲ 8.20%
2
Close
Nov 14, 2024
Freightways
0.69%
▼ 4.17%
1
Open
Nov 14, 2024
Doximity
▼ 18.34%
2
Close
Nov 11, 2024
Futu Holdings
▲ 24.84%
2
Close
Nov 11, 2024
Invesco QQQ Trust
3.06%
▲ 0.88%
1
Open
Nov 08, 2024
Innovative Industrial Properties
1.74%
▼ 33.31%
5
Sell
Nov 06, 2024
Exact Sciences
2.46%
▲ 12.32%
10
Sell
Nov 05, 2024
Amazon
19.93%
▲ 73.45%
11
Buy
Oct 31, 2024
iShares Core S&P 500 ETF
10.51%
▲ 7.04%
2
Buy
Oct 23, 2024
Microsoft
18.49%
▲ 25.41%
5
Buy
Oct 16, 2024