tiprankstipranks

My Stocks - New Portfolio

Derek Z

My Stocks
Individual Investor
Ranked #400,571 out of 777,818 TipRanks' Investors
Success Rate
47%
108 out of 230
profitable transactions
Average Return
4.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.24%
6-Month Return▲ 6.64%
12-Month Return▲ 5.61%
YTD Return▲ 0.07%
Total Return▲ 24.90%

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

26.04%0-26.04%
▲ 5.91%
▲ 5.06%
▲ 0.25%
May 2024
▲ 9.79%
▲ 3.53%
▲ 1.83%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.94%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.58%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.47%
Sep 2024
▲ 10.03%
▼ 0.89%
▲ 1.01%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.09%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 6.29%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.91%▲ 5.06%▲ 0.25%
▲ 9.79%▲ 3.53%▲ 1.83%
▲ 8.13%▲ 1.21%▲ 1.94%
▼ 13.14%▲ 2.34%▲ 0.58%
▲ 2.93%▲ 2.10%▲ 0.47%
▲ 10.03%▼ 0.89%▲ 1.01%
▲ 26.04%▲ 5.96%▲ 9.09%
▲ 5.97%▼ 2.41%▼ 6.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Advanced Micro Devices
2%
▲ 22.54%
10
Open
Dec 31, 2024
Salesforce
▲ 20.31%
7
Close
Dec 31, 2024
Nvidia
2.87%
▲ 24.48%
2
Buy
Dec 31, 2024
Mercadolibre
7.33%
▲ 4.24%
3
Buy
Dec 31, 2024
Pinterest
2.12%
▲ 5.45%
1
Open
Dec 31, 2024
Arcadium Lithium Plc
▲ 6.65%
2
Close
Dec 27, 2024
UnitedHealth
2.79%
▲ 6.79%
2
Buy
Dec 20, 2024
NICE
3.52%
▼ 8.25%
4
Buy
Aug 22, 2024
Humana
▼ 13.73%
7
Close
Aug 16, 2024
Fiserv
2.85%
▲ 37.64%
2
Buy
Jun 11, 2024
BorgWarner
▼ 1.28%
8
Close
May 20, 2024
Adobe
1.83%
▼ 23.97%
5
Open
May 20, 2024
BioMarin Pharmaceutical
▼ 13.92%
6
Close
May 20, 2024
Expedia
5.65%
▲ 83.82%
4
Buy
May 20, 2024
Schlumberger
3.35%
▼ 17.91%
7
Buy
May 20, 2024
iShares 20+ Year Treasury Bond ETF
2.91%
▲ 4.02%
2
Buy
May 20, 2024
Eastman Chemical
▲ 27.04%
3
Close
May 17, 2024
Chart Industries
4.47%
▲ 35.67%
3
Buy
May 17, 2024
Lear
▼ 7.29%
2
Close
May 17, 2024
Aptiv
▲ 0.26%
4
Close
May 17, 2024