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New Portfolio - New Portfolio

DanielSan

New Portfolio
Individual Investor
Ranked #613,032 out of 796,734 TipRanks' Investors
Success Rate
45%
80 out of 179
profitable transactions
Average Return
-12.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.19%
6-Month Return▲ 0.12%
12-Month Return▲ 37.72%
YTD Return▼ 3.49%
Total Return▲ 30.60%

Best Trade

Opened at
Closed at-
Gain▲ 250.84%

Bio

A mixed Portfolio with Dividend-Stock and growth Stocks.

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 4.00%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.40%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 9.70%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 4.16%
Dec 2024
▲ 6.01%
▲ 2.69%
▼ 2.94%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.12%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.37%
Mar 2025
▼ 3.93%
▼ 5.75%
▼ 4.15%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 4.00%
▲ 10.00%▼ 0.89%▲ 2.40%
▲ 25.98%▲ 5.96%▲ 9.70%
▲ 5.36%▼ 2.41%▼ 4.16%
▲ 6.01%▲ 2.69%▼ 2.94%
▼ 12.86%▼ 1.27%▲ 4.12%
▼ 1.80%▼ 5.57%▼ 0.37%
▼ 3.93%▼ 5.75%▼ 4.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Air Lease
▼ 0.82%
3
Close
Mar 19, 2025
Sovereign Metals Limited
0%
▼ 9.55%
1
Open
Feb 06, 2025
Vital Metals Ltd
0%
0.00%
1
Open
Feb 06, 2025
Vulcan Energy Resources Ltd.
0%
▲ 5.80%
1
Open
Feb 06, 2025
AT&T
22.84%
▲ 41.71%
3
Buy
Feb 05, 2025
Stag Industrial
▲ 19.28%
3
Close
Feb 05, 2025
AquaBounty Technologies
▼ 99.50%
3
Close
Feb 05, 2025
Ehang Holdings
▼ 67.11%
3
Close
Feb 05, 2025
AbbVie
7.55%
▲ 55.90%
3
Buy
Feb 05, 2025
Advanced Micro Devices
0%
▼ 22.99%
1
Open
Feb 05, 2025
fuboTV
0%
▼ 32.74%
1
Open
Feb 05, 2025
Honest Company
0%
▼ 28.55%
1
Open
Feb 05, 2025
SoFi Technologies
0%
▼ 27.24%
1
Open
Feb 05, 2025
Cheesecake Factory
0%
▼ 8.88%
1
Open
Feb 05, 2025
Avantium N.V.
0%
▼ 55.96%
1
Open
Feb 05, 2025
Canopy Growth
0%
▼ 53.36%
1
Open
Feb 05, 2025
Colonial Coal International
0%
▼ 16.15%
1
Open
Feb 05, 2025
Equinix
0%
▼ 15.08%
1
Open
Feb 05, 2025
Nike
0%
▼ 23.09%
1
Open
Feb 05, 2025
XORTX Therapeutics Inc
0%
▲ 17.98%
1
Open
Feb 05, 2025