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New Portfolio - New Portfolio

PerformancePortfolio Details

DanielSan

New Portfolio
Individual Investor
Ranked #614,818 out of 783,845 TipRanks' Investors
Success Rate
47%
77 out of 163
profitable transactions
Average Return
-11.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.30%
6-Month Return▲ 14.49%
12-Month Return▲ 51.00%
YTD Return▼ 3.79%
Total Return▲ 30.57%

Best Trade

AssetIron Mountain (IRM)
Opened at
Closed at-
Gain▲ 223.12%

Bio

A mixed Portfolio with Dividend-Stock and growth Stocks.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 4.70%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 11.57%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.23%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.00%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.45%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.69%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.94%
Dec 2024
▲ 4.46%
▲ 2.69%
▼ 3.79%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 4.70%
▲ 8.13%▲ 1.21%▲ 11.57%
▼ 13.14%▲ 2.34%▲ 2.23%
▲ 2.93%▲ 2.10%▲ 4.00%
▲ 9.99%▼ 0.89%▲ 2.45%
▲ 26.04%▲ 5.96%▲ 9.69%
▲ 5.93%▼ 2.41%▼ 3.94%
▲ 4.46%▲ 2.69%▼ 3.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TELL
Tellurian
―
▼ 64.45%
3
Close
Oct 08, 2024
YOU
Clear Secure
0%
▼ 6.59%
1
Open
Aug 08, 2024
DOCRF
CloudMD Software & Services
―
▼ 98.55%
3
Close
Jul 11, 2024
WRK
WestRock
―
▲ 9.31%
3
Close
Jul 08, 2024
SW
Smurfit Westrock
2.13%
▲ 16.41%
1
Open
Jul 08, 2024
MSFT
Microsoft
―
▲ 41.49%
2
Close
Mar 07, 2024
FLNT
Fluent
―
▼ 91.07%
3
Close
Mar 07, 2024
AIHS
Senmiao Technology
―
▼ 92.89%
2
Close
Mar 07, 2024
PLUG
Plug Power
―
▼ 91.68%
4
Close
Mar 07, 2024
BLX
Banco Latinoamericano De Comercio
0%
▲ 40.69%
1
Open
Mar 07, 2024
PN4
ReGen III Corp
0%
▲ 4.02%
1
Open
Mar 07, 2024
APPS
Digital Turbine
―
▼ 94.83%
2
Close
Feb 09, 2024
PERI
Perion Network
―
▲ 17.26%
3
Close
Feb 09, 2024
SRC
Spirit Realty Capital
―
▲ 17.67%
3
Close
Jan 23, 2024
O
Realty Income
4.85%
▲ 6.63%
3
Buy
Jan 23, 2024
MAIN
Main Street Capital
0%
▲ 33.78%
4
Open
Oct 05, 2023
MPW
Medical Properties
0%
▼ 40.38%
1
Open
Jun 15, 2023
TCEHY
Tencent Holdings
0%
▼ 20.15%
4
Open
May 19, 2023
BNS
Bank Of Nova Scotia
―
▼ 11.67%
3
Close
May 17, 2023
AAPL
Apple
―
▲ 36.45%
3
Close
May 04, 2023