New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #551,446 out of 764,830 TipRanks' Investors
Success Rate
42%
62 out of 149
profitable transactions
Average Return
-10.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.76%
6-Month Return▲ 15.12%
12-Month Return▲ 23.26%
YTD Return▲ 2.17%
Total Return▼ 38.58%

Best Trade

Opened at
Closed at-
Gain▲ 280.38%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 10.24%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.05%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.69%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 8.14%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 1.63%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.99%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.75%
Oct 2024
▼ 2.13%
▲ 0.42%
▲ 2.05%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 10.24%
▲ 11.46%▲ 5.06%▲ 3.05%
▼ 2.25%▲ 3.53%▲ 1.69%
▲ 25.72%▲ 1.21%▲ 8.14%
▼ 4.21%▲ 2.34%▼ 1.63%
▲ 7.82%▲ 2.10%▲ 4.99%
▲ 6.02%▼ 0.89%▲ 1.75%
▼ 2.13%▲ 0.42%▲ 2.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Innovative Industrial Properties
4.02%
▲ 18.26%
4
Sell
Oct 31, 2024
Amazon
18.07%
▲ 50.98%
11
Buy
Oct 31, 2024
Nvidia
2.51%
▼ 0.02%
2
Buy
Oct 31, 2024
iShares Core S&P 500 ETF
10.57%
▲ 2.93%
2
Buy
Oct 23, 2024
Microsoft
18.02%
▲ 17.10%
5
Buy
Oct 16, 2024
Exact Sciences
3.94%
▲ 34.50%
9
Sell
Sep 24, 2024
Teladoc
▼ 63.82%
3
Close
Sep 24, 2024
Gitlab
▲ 10.68%
8
Close
Sep 20, 2024
HubSpot
▲ 94.60%
3
Close
Sep 20, 2024
Wallbox
▼ 46.84%
3
Close
Sep 20, 2024
Delta Air Lines
▲ 25.78%
3
Close
Sep 20, 2024
Brookfield Infrastructure
▲ 18.94%
2
Close
Aug 13, 2024
Advanced Micro Devices
▼ 20.35%
2
Close
Aug 02, 2024
SkyWater Technology
▼ 37.33%
2
Close
Jul 18, 2024
Invitae
▼ 99.97%
3
Close
Jul 08, 2024
Enphase Energy
▼ 39.51%
7
Close
Jun 20, 2024
Fisher & Paykel Healthcare Corporation Limited
▲ 24.43%
3
Close
Jun 20, 2024
Datadog
3.09%
▲ 20.45%
2
Buy
May 15, 2024
Tesla
0.01%
▲ 68.03%
4
Sell
Apr 08, 2024
Stitch Fix
▼ 93.56%
3
Close
Mar 07, 2024