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Individual Brokerage -3786 - New Portfolio

PerformancePortfolio Details

Chantel

Individual Brokerage -3786
Individual Investor
Ranked #466,451 out of 775,923 TipRanks' Investors
Success Rate
44%
24 out of 54
profitable transactions
Average Return
-2.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.21%
6-Month Return▲ 53.42%
12-Month Return▲ 60.71%
YTD Return▲ 57.38%
Total Return▲ 65.28%

Best Trade

AssetFidus Inves... (FDUS)
Opened at
Closed at-
Gain▲ 340.71%

Bio

Investment Portfolio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 10.73%
May 2024
▼ 2.25%
▲ 3.53%
▼ 6.26%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 0.97%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 4.10%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 20.81%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 12.53%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 17.39%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.49%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 10.73%
▼ 2.25%▲ 3.53%▼ 6.26%
▲ 25.71%▲ 1.21%▲ 0.97%
▼ 4.22%▲ 2.34%▼ 4.10%
▲ 7.82%▲ 2.10%▲ 20.81%
▲ 5.38%▼ 0.89%▲ 12.53%
▲ 43.22%▲ 5.96%▲ 17.39%
▲ 3.34%▼ 1.56%▼ 2.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JOBY
Joby Aviation
0%
▲ 18.86%
1
Open
Jul 22, 2024
NVDA
Nvidia
0%
▲ 125.87%
1
Open
Jan 20, 2024
APTX
Aptinyx
―
▼ 97.04%
2
Close
Dec 29, 2023
ATVI
Activision Blizzard
―
▲ 14.85%
2
Close
Oct 12, 2023
NVCN
Neovasc
―
▼ 44.13%
3
Close
Apr 10, 2023
VG
Vonage Holdings
―
▲ 117.53%
3
Close
Jul 21, 2022
CRM
Salesforce
2.37%
▲ 43.92%
1
Open
Jul 20, 2021
TLRY
Tilray
0.18%
▼ 93.13%
1
Open
Apr 30, 2021
PLUG
Plug Power
1.5%
▼ 83.83%
4
Buy
Nov 11, 2020
TDOC
Teladoc
1.04%
▼ 95.67%
1
Open
Oct 29, 2020
PINS
Pinterest
11.92%
▼ 9.91%
3
Buy
Oct 29, 2020
XPEV
XPeng, Inc. ADR
0.87%
▼ 39.29%
1
Open
Oct 22, 2020
LI
Li Auto
1.63%
▲ 24.13%
1
Open
Oct 22, 2020
BE
Bloom Energy
2.92%
▲ 45.21%
1
Open
Oct 22, 2020
MGNI
Magnite
12.7%
▲ 100.28%
3
Buy
Oct 22, 2020
UMC
United Micro
0.79%
▲ 34.20%
1
Open
Oct 22, 2020
OGI
OrganiGram Holdings
0.34%
▲ 13.38%
2
Buy
Oct 19, 2020
SDCCQ
SmileDirectClub
0%
▼ 99.87%
3
Buy
Oct 19, 2020
EGIOQ
Edgio
0%
▼ 99.99%
2
Buy
Oct 19, 2020
RVLV
Revolve Group
7.3%
▲ 163.86%
2
Buy
Oct 19, 2020