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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #127,438 out of 781,348 TipRanks' Investors
Success Rate
85%
11 out of 13
profitable transactions
Average Return
45.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.63%
6-Month Return▲ 15.58%
12-Month Return▲ 38.31%
YTD Return▲ 3.25%
Total Return▲ 101.76%

Best Trade

Opened at
Closed at-
Gain▲ 254.32%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 6.72%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 3.50%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.16%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.96%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.23%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.30%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 1.34%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 3.25%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 6.72%
▲ 8.13%▲ 1.21%▼ 3.50%
▼ 13.14%▲ 2.34%▼ 1.16%
▲ 2.93%▲ 2.10%▲ 5.96%
▲ 10.00%▼ 0.89%▲ 2.23%
▲ 26.04%▲ 5.96%▲ 9.30%
▲ 5.93%▼ 2.41%▲ 1.34%
▲ 6.90%▲ 1.96%▲ 3.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Datadog
4.54%
0.00%
1
Open
Jan 17, 2025
Intel
▼ 52.74%
2
Close
Aug 28, 2024
Nvidia
9.25%
▲ 87.30%
4
Buy
Jul 31, 2024
Starbucks
3.22%
▲ 31.89%
2
Sell
Jul 31, 2024
Tesla
20.88%
▲ 82.72%
2
Buy
Jul 31, 2024
Berkshire Hathaway B
7.69%
▲ 6.90%
1
Open
Jul 29, 2024
Alphabet Class C
6.55%
▲ 16.94%
1
Open
Jul 28, 2024
Advanced Micro Devices
4.01%
▲ 19.59%
1
Open
Mar 14, 2022
Apple
43.85%
▲ 50.05%
1
Open
Mar 14, 2022