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New Portfolio - New Portfolio

PerformancePortfolio Details

DanielSan

New Portfolio
Individual Investor
Ranked #605,107 out of 747,498 TipRanks' Investors
Success Rate
46%
74 out of 162
profitable transactions
Average Return
-18.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.95%
6-Month Return▲ 34.66%
12-Month Return▲ 19.97%
YTD Return▲ 28.89%
Total Return▲ 15.71%

Best Trade

AssetIron Mountain (IRM)
Opened at
Closed at-
Gain▲ 206.48%

Bio

A mixed Portfolio with Dividend-Stock and growth Stocks.

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 8.38%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.68%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.76%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 7.68%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.63%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.66%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 9.27%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 8.38%
▼ 1.87%▲ 1.59%▼ 3.68%
▲ 14.08%▲ 5.22%▲ 6.76%
▲ 5.05%▲ 3.27%▲ 7.68%
▼ 12.40%▼ 4.03%▼ 5.43%
▲ 11.46%▲ 5.06%▲ 7.63%
▼ 2.25%▲ 3.53%▲ 4.66%
▲ 29.87%▲ 0.88%▲ 9.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DOCRF
CloudMD Software & Services
―
▼ 98.55%
3
Close
Jul 11, 2024
WRK
WestRock
―
▲ 9.31%
3
Close
Jul 08, 2024
SW
Smurfit Westrock
2.21%
▲ 0.67%
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%
▲ 19.04%
1
Open
Mar 07, 2024
PN4
ReGen III Corp
0%
▼ 28.57%
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
5.86%
▲ 9.37%
3
Buy
Jan 23, 2024
MAIN
Main Street Capital
0%
▲ 20.65%
4
Open
Oct 05, 2023
MPW
Medical Properties
0%
▼ 41.15%
1
Open
Jun 15, 2023
TCEHY
Tencent Holdings
0%
▼ 24.00%
4
Open
May 19, 2023
BNS
Bank Of Nova Scotia
―
▼ 11.70%
3
Close
May 17, 2023
AAPL
Apple
―
▲ 36.45%
3
Close
May 04, 2023
HBI
Hanesbrands
―
▼ 76.93%
3
Close
May 04, 2023
BAC
Bank of America
0%
▲ 48.14%
1
Open
Apr 19, 2023