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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #101,258 out of 775,923 TipRanks' Investors
Success Rate
92%
11 out of 12
profitable transactions
Average Return
45.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.19%
6-Month Return▲ 14.55%
12-Month Return▲ 48.95%
YTD Return▲ 44.91%
Total Return▲ 96.60%

Best Trade

Opened at
Closed at-
Gain▲ 238.89%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 14.76%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.72%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 3.50%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.16%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.96%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 2.23%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 9.30%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 1.95%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 14.76%
▼ 2.25%▲ 3.53%▲ 6.72%
▲ 25.71%▲ 1.21%▼ 3.50%
▼ 4.22%▲ 2.34%▼ 1.16%
▲ 7.82%▲ 2.10%▲ 5.96%
▲ 5.38%▼ 0.89%▲ 2.23%
▲ 43.22%▲ 5.96%▲ 9.30%
▲ 3.34%▼ 1.56%▲ 1.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Intel
▼ 52.74%
2
Close
Aug 28, 2024
Nvidia
8.82%
▲ 79.14%
4
Buy
Jul 31, 2024
Starbucks
2.88%
▲ 18.42%
2
Sell
Jul 31, 2024
Tesla
20.68%
▲ 81.42%
2
Buy
Jul 31, 2024
Berkshire Hathaway B
7.42%
▲ 3.40%
1
Open
Jul 29, 2024
Alphabet Class C
6.32%
▲ 13.03%
1
Open
Jul 28, 2024
Advanced Micro Devices
3.9%
▲ 16.59%
1
Open
Mar 14, 2022
Apple
49.99%
▲ 71.51%
1
Open
Mar 14, 2022