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New Portfolio - New Portfolio

MosiTrader

New Portfolio
Individual Investor
Ranked #397,815 out of 781,107 TipRanks' Investors
Success Rate
43%
253 out of 587
profitable transactions
Average Return
11.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.92%
6-Month Return▲ 23.31%
12-Month Return▲ 28.21%
YTD Return▲ 6.13%
Total Return▼ 15.44%

Best Trade

Opened at
Closed at-
Gain▲ 950.02%

Bio

Long

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.02%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.65%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.85%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.50%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.99%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 11.17%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.48%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 6.13%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.02%
▲ 8.13%▲ 1.21%▲ 4.65%
▼ 13.14%▲ 2.34%▲ 0.85%
▲ 2.93%▲ 2.10%▲ 5.50%
▲ 10.00%▼ 0.89%▲ 3.99%
▲ 26.04%▲ 5.96%▲ 11.17%
▲ 5.93%▼ 2.41%▼ 5.48%
▲ 6.90%▲ 1.96%▲ 6.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palantir Technologies
2.14%
▲ 232.40%
7
Sell
Oct 16, 2024
GeneDx Holdings
▲ 333.68%
11
Close
Oct 16, 2024
GE Healthcare Technologies Inc
0.64%
▲ 12.14%
8
Sell
Oct 16, 2024
ASML Holding
2.01%
▲ 10.65%
1
Open
Oct 16, 2024
Amazon
5.62%
▲ 80.69%
13
Sell
Oct 08, 2024
Devon Energy
0.4%
▼ 19.42%
7
Buy
Oct 08, 2024
UBS Group AG
▲ 58.67%
2
Close
Oct 08, 2024
Halliburton
1.11%
▼ 1.42%
5
Buy
Oct 07, 2024
Spotify Technology SA
3.21%
▲ 107.13%
6
Sell
Oct 01, 2024
Coterra Energy
2.88%
▲ 17.94%
11
Buy
Oct 01, 2024
The Estée Lauder Companies
▼ 45.40%
2
Close
Oct 01, 2024
Advanced Micro Devices
2.55%
▲ 15.85%
12
Buy
Aug 06, 2024
Marvell
▼ 8.27%
6
Close
Aug 06, 2024
Fortinet
▼ 7.95%
2
Close
Aug 06, 2024
DuPont de Nemours
0.8%
▼ 0.79%
2
Buy
Aug 06, 2024
Wells Fargo
0.44%
▲ 49.19%
1
Open
Aug 06, 2024
Chewy
0.27%
▼ 49.31%
5
Sell
Jul 23, 2024
Walt Disney
▲ 4.27%
5
Close
Jul 23, 2024
Pfizer
2.05%
▼ 1.34%
7
Buy
Jul 23, 2024
Bank of America
▲ 38.48%
6
Close
Jul 17, 2024