My Stocks - New Portfolio

Derek Z

My Stocks
Individual Investor
Ranked #330,687 out of 749,669 TipRanks' Investors
Success Rate
50%
112 out of 223
profitable transactions
Average Return
2.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.76%
6-Month Return▲ 1.90%
12-Month Return▲ 3.13%
YTD Return▼ 0.91%
Total Return▲ 19.67%

Best Trade

Opened at
Closed at
Gain▲ 196.68%

Bio

A long-term growth portfolio that balances high growth companies with blue-chip winners. I combine value and growth investing strategies for high returns without chasing unreasonable valuations.

Performance

22.69%0-22.69%
▲ 5.14%
▲ 4.57%
▲ 11.20%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.46%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.17%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.40%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.55%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.25%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.86%
Jun 2024
▲ 22.69%
▼ 0.41%
▲ 1.94%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 11.20%
▼ 1.87%▲ 1.59%▼ 4.46%
▲ 14.08%▲ 5.22%▲ 1.17%
▲ 5.05%▲ 3.27%▲ 5.40%
▼ 12.40%▼ 4.03%▼ 6.55%
▲ 11.46%▲ 5.06%▲ 0.25%
▼ 2.25%▲ 3.53%▲ 1.86%
▲ 22.69%▼ 0.41%▲ 1.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Salesforce
1.96%
▲ 12.19%
6
Open
Jun 12, 2024
Fiserv
2.51%
▲ 9.30%
2
Buy
Jun 11, 2024
NICE
3.28%
▼ 3.71%
3
Buy
Jun 11, 2024
Mercadolibre
4.96%
▼ 1.23%
2
Buy
Jun 10, 2024
BorgWarner
▼ 1.28%
8
Close
May 20, 2024
Adobe
2.52%
▼ 18.26%
5
Open
May 20, 2024
BioMarin Pharmaceutical
▼ 13.92%
6
Close
May 20, 2024
Expedia
4.1%
▲ 26.63%
4
Buy
May 20, 2024
Schlumberger
4.53%
▲ 2.56%
7
Buy
May 20, 2024
iShares 20+ Year Treasury Bond ETF
3.53%
▲ 10.33%
2
Buy
May 20, 2024
Arcadium Lithium Plc
1.27%
▼ 33.89%
1
Open
May 20, 2024
Nvidia
1.71%
▲ 23.48%
1
Open
May 20, 2024
Eastman Chemical
▲ 27.04%
3
Close
May 17, 2024
Chart Industries
4.03%
▲ 15.09%
3
Buy
May 17, 2024
Lear
▼ 7.29%
2
Close
May 17, 2024
Aptiv
▲ 0.26%
4
Close
May 17, 2024
PayPal Holdings
▼ 6.20%
4
Close
May 16, 2024
AstraZeneca
3.59%
▲ 19.99%
5
Buy
Feb 29, 2024
Air Products and Chemicals
2.68%
▲ 22.28%
6
Open
Feb 06, 2024
Malibu Boats
▼ 24.81%
10
Close
Feb 02, 2024