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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #441,107 out of 775,923 TipRanks' Investors
Success Rate
38%
25 out of 66
profitable transactions
Average Return
-1.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.88%
6-Month Return▲ 9.04%
12-Month Return▼ 5.84%
YTD Return▼ 3.00%
Total Return▲ 18.86%

Best Trade

Opened at
Closed at
Gain▲ 278.60%

Bio

solid with potential for further gains

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▼ 8.25%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.38%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 6.82%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.60%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.19%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 1.46%
Oct 2024
▲ 43.22%
▲ 5.96%
▼ 0.42%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 7.08%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▼ 8.25%
▼ 2.25%▲ 3.53%▼ 1.38%
▲ 25.71%▲ 1.21%▲ 6.82%
▼ 4.22%▲ 2.34%▲ 2.60%
▲ 7.82%▲ 2.10%▲ 3.19%
▲ 5.38%▼ 0.89%▲ 1.46%
▲ 43.22%▲ 5.96%▼ 0.42%
▲ 3.34%▼ 1.56%▼ 7.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Marathon Digital Holdings
1.78%
▲ 40.46%
7
Open
Dec 20, 2024
Johnson & Johnson
▲ 12.13%
3
Close
Dec 20, 2024
Towa Corporation
3.23%
▼ 50.83%
3
Buy
Dec 20, 2024
TOC Co., Ltd.
3.46%
▼ 10.28%
2
Buy
Dec 20, 2024
Mutares SE & Co. KGaA
10.88%
0.00%
1
Open
Dec 20, 2024
Alphabet Class C
8.6%
0.00%
1
Open
Dec 20, 2024
Honda Motor Company
23.44%
▼ 10.77%
3
Sell
Aug 05, 2024
Block
▼ 3.51%
4
Close
Jul 15, 2024
Palo Alto Networks
16.66%
▲ 16.89%
1
Open
Jun 16, 2024
KWESST Micro Systems
▼ 58.74%
3
Close
May 29, 2024
SuRo Capital
▼ 67.06%
3
Close
May 27, 2024
Carlyle Group
6.72%
▲ 14.47%
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
7.82%
▼ 9.54%
1
Open
Apr 11, 2024
Sony Group
▼ 12.83%
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