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New Portfolio - New Portfolio

PerformancePortfolio Details

New Portfolio
Individual Investor
Ranked #228,312 out of 775,923 TipRanks' Investors
Success Rate
60%
81 out of 136
profitable transactions
Average Return
3.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.11%
6-Month Return▲ 10.42%
12-Month Return▲ 13.51%
YTD Return▲ 12.71%
Total Return▲ 30.73%

Best Trade

AssetFLEX LNG (FLNG)
Opened at
Closed at
Gain▲ 235.75%

Bio

New investor trying to buy shares of great companies and keep cool.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 0.41%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.22%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.72%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.47%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.51%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.96%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.90%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.78%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 0.41%
▼ 2.25%▲ 3.53%▼ 0.22%
▲ 25.71%▲ 1.21%▲ 1.72%
▼ 4.22%▲ 2.34%▲ 3.47%
▲ 7.82%▲ 2.10%▲ 3.51%
▲ 5.38%▼ 0.89%▼ 1.96%
▲ 43.22%▲ 5.96%▲ 7.90%
▲ 3.34%▼ 1.56%▼ 2.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CI
Cigna
―
▲ 26.78%
2
Close
Nov 20, 2024
IDXX
Idexx Laboratories
2.94%
▼ 1.52%
1
Open
Nov 20, 2024
ALGN
Align Tech
―
▼ 33.86%
3
Close
Nov 15, 2024
SCHW
Charles Schwab
―
▲ 51.22%
3
Close
Nov 15, 2024
AMAT
Applied Materials
2.62%
▼ 2.90%
1
Open
Nov 15, 2024
MSFT
Microsoft
3.11%
▲ 5.42%
1
Open
Nov 15, 2024
MKTX
Marketaxess Holdings
―
▲ 34.67%
2
Close
Oct 29, 2024
LRCX
Lam Research
3.07%
▼ 8.04%
1
Open
Oct 29, 2024
RLI
RLI
3.56%
▲ 9.43%
1
Open
Oct 29, 2024
MKL
Markel
3.08%
▲ 12.40%
3
Open
Sep 10, 2024
HSY
The Hershey Company
―
▲ 3.27%
3
Close
Sep 10, 2024
MTD
Mettler-Toledo
―
▲ 43.90%
4
Close
Sep 10, 2024
ADSK
Autodesk
―
▲ 16.54%
3
Close
Sep 06, 2024
SLB
Schlumberger
2.62%
▼ 9.33%
1
Open
Sep 06, 2024
VEEV
Veeva Systems
―
▲ 4.49%
3
Close
Aug 07, 2024
CMCSA
Comcast
―
▲ 8.52%
4
Close
Aug 04, 2024
SBUX
Starbucks
―
▼ 16.66%
2
Close
Aug 04, 2024
ABNB
Airbnb
2.87%
▲ 7.10%
1
Open
Aug 04, 2024
BKNG
Booking Holdings
4.5%
▲ 49.81%
1
Open
Aug 04, 2024
IEX
IDEX
3.03%
▲ 10.86%
1
Open
Aug 04, 2024