tiprankstipranks

New Portfolio - New Portfolio

jon mcdonald

New Portfolio
Individual Investor
Ranked #17,771 out of 747,696 TipRanks' Investors
Success Rate
76%
22 out of 29
profitable transactions
Average Return
119.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.95%
6-Month Return▲ 33.02%
12-Month Return▲ 33.16%
YTD Return▲ 34.49%
Total Return▲ 129.31%

Best Trade

Opened at
Closed at-
Gain▲ 518.16%

Bio

This portfolio is based on value stocks and emerging trends with the intent to hold for 1-2 years.

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 8.49%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.29%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.36%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 7.72%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 12.74%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.83%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 3.78%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 8.49%
▼ 1.87%▲ 1.59%▲ 0.29%
▲ 14.08%▲ 5.22%▲ 8.36%
▲ 5.05%▲ 3.27%▲ 7.72%
▼ 12.40%▼ 4.03%▼ 2.61%
▲ 11.46%▲ 5.06%▲ 12.74%
▼ 2.25%▲ 3.53%▲ 0.83%
▲ 29.87%▲ 0.88%▲ 3.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Harrow Health
0%
▲ 134.07%
1
Open
Feb 09, 2024
Avalara
▲ 13.52%
2
Close
Oct 18, 2022
SailPoint Technologies Holdings
▲ 288.10%
2
Close
Aug 15, 2022
Aldeyra Therapeutics
100%
▼ 63.49%
1
Open
Apr 23, 2021
Kinross Gold
0%
▲ 44.39%
1
Open
Feb 18, 2021
Veritone
0%
▼ 73.00%
1
Open
Jul 26, 2020
Texas Instruments
0%
▲ 74.14%
1
Open
Jul 26, 2020
Aptose Biosciences
0%
▼ 99.46%
1
Open
May 24, 2020
Atara Biotherapeutics
0%
▼ 95.27%
1
Open
Apr 23, 2020
Freeport-McMoRan
0%
▲ 518.16%
1
Open
Apr 23, 2020
Mastercard
0%
▲ 79.28%
1
Open
Apr 23, 2020
Inseego
0%
▼ 92.09%
1
Open
Apr 23, 2020
NXP Semiconductors
0%
▲ 245.16%
1
Open
Apr 23, 2020
Analog Devices
0%
▲ 154.85%
1
Open
Apr 23, 2020
Coherent Corp
0%
▲ 148.40%
1
Open
Apr 23, 2020
AutoZone
0%
▲ 194.09%
1
Open
Apr 23, 2020
Veeco
0%
▲ 331.27%
1
Open
Apr 23, 2020
ADMA Biologics
0%
▲ 385.87%
1
Open
Apr 23, 2020
B2Gold
0%
▼ 31.19%
1
Open
Apr 23, 2020
Lam Research
0%
▲ 289.03%
1
Open
Apr 23, 2020