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001 - New Portfolio

Joel Costa

001
Individual Investor
Ranked #330,372 out of 746,321 TipRanks' Investors
Success Rate
50%
10 out of 20
profitable transactions
Average Return
10.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.07%
6-Month Return▲ 13.72%
12-Month Return▲ 15.03%
YTD Return▲ 7.53%
Total Return▲ 26.78%

Best Trade

Opened at
Closed at
Gain▲ 188.95%

Bio

Personal portfolio.

Performance

28.20%0-28.20%
▲ 5.14%
▲ 4.57%
▲ 11.62%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.04%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.13%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.07%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.66%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 1.19%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.73%
Jun 2024
▲ 28.20%
▲ 3.18%
▲ 4.34%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 11.62%
▼ 1.87%▲ 1.59%▲ 0.04%
▲ 14.08%▲ 5.22%▲ 2.13%
▲ 5.05%▲ 3.27%▲ 3.07%
▼ 12.40%▼ 4.03%▼ 2.66%
▲ 11.46%▲ 5.06%▼ 1.19%
▼ 2.25%▲ 3.53%▲ 1.73%
▲ 28.20%▲ 3.18%▲ 4.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Boston Omaha
0%
▼ 7.30%
1
Open
Jan 17, 2024
Adecoagro SA
0%
▼ 12.69%
1
Open
Dec 28, 2023
DigitalOcean Holdings
▼ 18.52%
2
Close
Dec 20, 2023
Exact Sciences
▼ 34.43%
2
Close
Dec 20, 2023
Levi Strauss & Co
▼ 11.02%
2
Close
Dec 15, 2023
Sandstorm Gold
▼ 41.76%
2
Close
Dec 15, 2023
SSR Mining
▼ 40.15%
2
Close
Dec 15, 2023
Broadcom
▲ 15.14%
2
Close
Dec 15, 2023
SentinelOne
0%
▲ 22.44%
1
Open
Nov 28, 2023
PayPal Holdings
0%
▲ 3.42%
1
Open
Nov 28, 2023
ASML Holding
0%
▲ 57.86%
1
Open
Nov 28, 2023
VMware
▲ 10.96%
2
Close
Nov 21, 2023
Alarm
▲ 23.73%
2
Close
Nov 20, 2023
Citigroup
▼ 32.93%
2
Close
Nov 20, 2023
Dell Technologies
▲ 188.95%
2
Close
Nov 20, 2023
NV5 Holdings
▲ 91.35%
2
Close
Jan 09, 2023
Amarin
▼ 91.72%
2
Close
Jan 09, 2023
Yext
▼ 61.73%
2
Close
Jan 09, 2023
Agnico Eagle
33.95%
▲ 64.73%
2
Sell
Feb 17, 2022
Vertex Pharmaceuticals
66.05%
▲ 79.57%
1
Open
Aug 06, 2020