New Portfolio - New Portfolio

stopato

New Portfolio
Individual Investor
Ranked #372,457 out of 748,869 TipRanks' Investors
Success Rate
40%
26 out of 65
profitable transactions
Average Return
0.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.95%
6-Month Return▲ 0.44%
12-Month Return▲ 15.55%
YTD Return▼ 4.77%
Total Return▲ 16.63%

Best Trade

Opened at
Closed at
Gain▲ 278.60%

Bio

solid with potential for further gains

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 23.77%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 5.68%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 15.64%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.77%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.04%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 8.27%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.40%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 5.33%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 23.77%
▼ 1.87%▲ 1.59%▼ 5.68%
▲ 14.08%▲ 5.22%▲ 15.64%
▲ 5.05%▲ 3.27%▲ 1.77%
▼ 12.40%▼ 4.03%▼ 9.04%
▲ 11.46%▲ 5.06%▼ 8.27%
▼ 2.25%▲ 3.53%▼ 2.40%
▲ 24.77%▼ 1.07%▲ 5.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Block
▼ 3.51%
4
Close
Jul 15, 2024
TOC Co., Ltd.
3.28%
▼ 3.83%
1
Open
Jul 15, 2024
Palo Alto Networks
13.64%
▲ 2.26%
1
Open
Jun 16, 2024
KWESST Micro Systems
▼ 58.74%
3
Close
May 29, 2024
Towa Corporation
4.67%
▼ 33.12%
1
Open
May 28, 2024
SuRo Capital
▼ 67.06%
3
Close
May 27, 2024
Carlyle Group
5.91%
▲ 5.95%
1
Open
May 27, 2024
Cassava Sciences
▼ 22.47%
4
Close
Apr 16, 2024
Enbridge
▲ 24.22%
3
Close
Apr 16, 2024
Apple
▲ 62.31%
5
Close
Apr 11, 2024
DHL Group
9.2%
▲ 8.86%
1
Open
Apr 11, 2024
Marathon Digital Holdings
▲ 40.46%
6
Close
Feb 26, 2024
Sony Group
▼ 13.17%
3
Close
Feb 26, 2024
BioNTech SE
▼ 65.58%
2
Close
Feb 26, 2024
Compass Diversified Holdings
▲ 45.94%
3
Close
Feb 26, 2024
Crestwood Equity
▲ 44.38%
3
Close
Nov 03, 2023
Energy Transfer
14.06%
▲ 24.23%
1
Open
Nov 03, 2023
Palantir Technologies
▼ 7.69%
5
Close
Nov 11, 2021
Affirm Holdings
▲ 2.26%
2
Close
Nov 11, 2021
Upstart Holdings
▲ 89.78%
3
Close
Nov 01, 2021