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New Portfolio
- New Portfolio
Performance
Portfolio Details
E58FD2D8
New Portfolio
Individual Investor
Ranked #136,411 out of 764,830 TipRanks' Investors
Success Rate
58%
135 out of 231
profitable transactions
Average Return
14.32%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 1.13%
6-Month Return
▲ 9.03%
12-Month Return
▲ 25.44%
YTD Return
▲ 15.09%
Total Return
▲ 21.79%
Best Trade
Asset
BuildABear ... (BBW)
Opened at
Dec 23, 2020
Closed at
-
Gain
▲ 969.99%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
25.72%
0
-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.54%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.43%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.08%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.01%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.23%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.36%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.72%
Oct 2024
▼ 2.13%
▲ 0.42%
▲ 0.11%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
▼ 3.54%
▲ 11.46%
▲ 5.06%
▲ 4.43%
▼ 2.25%
▲ 3.53%
▼ 0.08%
▲ 25.72%
▲ 1.21%
▲ 4.01%
▼ 4.21%
▲ 2.34%
▲ 1.23%
▲ 7.82%
▲ 2.10%
▼ 0.36%
▲ 6.02%
▼ 0.89%
▲ 1.72%
▼ 2.13%
▲ 0.42%
▲ 0.11%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
XOM
Exxon Mobil
0.96%
▲ 17.31%
8
Buy
Aug 09, 2024
SLB
Schlumberger
0.8%
▼ 16.33%
8
Buy
Aug 09, 2024
USB
US Bancorp
4.05%
▲ 30.52%
15
Buy
Aug 09, 2024
PFE
Pfizer
3.79%
▼ 16.49%
14
Buy
Aug 09, 2024
V
Visa
5.71%
▲ 20.01%
6
Buy
Aug 09, 2024
CSCO
Cisco Systems
3.62%
▲ 17.15%
9
Buy
Aug 09, 2024
XYL
Xylem
4.76%
▲ 9.27%
6
Buy
Aug 09, 2024
LLY
Eli Lilly & Co
3.1%
▲ 12.12%
4
Buy
Aug 09, 2024
JPM
JPMorgan Chase & Co.
2.6%
▲ 23.09%
5
Buy
Aug 09, 2024
DELL
Dell Technologies
1.9%
▲ 4.01%
2
Buy
Jul 30, 2024
NVDA
Nvidia
2.02%
▲ 23.18%
2
Buy
Jul 30, 2024
BOTZ
Global X Robotics & Artificial Intelligence ETF
―
▲ 15.81%
8
Close
Jul 18, 2024
CNC
Centene
8.29%
▼ 10.11%
7
Buy
Jul 05, 2024
AMD
Advanced Micro Devices
1.36%
▼ 13.02%
1
Open
Jun 20, 2024
ALTM
Arcadium Lithium Plc
2.62%
▲ 30.92%
3
Buy
Jun 17, 2024
WMT
Walmart
3.73%
▲ 63.65%
9
Buy
Jun 05, 2024
DD
DuPont de Nemours
0.84%
▲ 0.63%
1
Open
May 28, 2024
AMZN
Amazon
6.73%
▲ 80.15%
8
Buy
May 20, 2024
ON
ON Semiconductor
1.83%
▼ 1.49%
8
Sell
May 17, 2024
GOOGL
Alphabet Class A
9%
▲ 44.18%
9
Buy
May 17, 2024
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