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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #588,548 out of 791,381 TipRanks' Investors
Success Rate
33%
55 out of 167
profitable transactions
Average Return
-16.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 15.26%
6-Month Return▲ 9.34%
12-Month Return▲ 8.37%
YTD Return▼ 3.07%
Total Return▼ 39.27%

Best Trade

Opened at
Closed at-
Gain▲ 258.36%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 1.63%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.99%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.53%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.03%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 2.54%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 13.94%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.24%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 8.29%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 1.63%
▲ 2.93%▲ 2.10%▲ 4.99%
▲ 10.00%▼ 0.89%▲ 1.53%
▲ 26.01%▲ 5.96%▲ 7.03%
▲ 5.75%▼ 2.41%▼ 2.54%
▲ 5.32%▲ 2.69%▲ 13.94%
▼ 12.86%▼ 1.27%▼ 7.24%
▼ 2.15%▼ 5.65%▼ 8.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Open Lending
▼ 76.12%
5
Close
Jan 29, 2025
Roundhill Magnificent Seven ETF
3.72%
▼ 13.96%
6
Buy
Jan 08, 2025
Amazon
20.94%
▲ 46.37%
12
Buy
Dec 30, 2024
ARK Genomic Revolution ETF
5.38%
▼ 53.24%
5
Sell
Dec 18, 2024
Global X Blockchain ETF
0.99%
▼ 43.09%
2
Buy
Dec 17, 2024
PubMatic
▼ 32.16%
4
Close
Dec 16, 2024
UiPath
▼ 43.39%
4
Close
Dec 12, 2024
SentinelOne
1.25%
▼ 33.12%
5
Buy
Dec 12, 2024
Nvidia
4.34%
▼ 21.36%
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
0.85%
▲ 6.06%
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
3.14%
▼ 8.13%
1
Open
Nov 08, 2024
Innovative Industrial Properties
1.92%
▼ 31.96%
5
Sell
Nov 06, 2024
Exact Sciences
2.14%
▼ 13.22%
10
Sell
Nov 05, 2024
iShares Core S&P 500 ETF
11.16%
▲ 0.78%
2
Buy
Oct 23, 2024