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New Portfolio - New Portfolio

PerformancePortfolio Details

Mick

New Portfolio
Individual Investor
Ranked #85,756 out of 781,107 TipRanks' Investors
Success Rate
67%
106 out of 158
profitable transactions
Average Return
14.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.40%
6-Month Return▲ 2.37%
12-Month Return▲ 15.46%
YTD Return▲ 1.43%
Total Return▲ 63.92%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 566.62%

Bio

This is my investment portfolio.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.63%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.48%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.46%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.78%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.32%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.60%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.63%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 1.43%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.63%
▲ 8.13%▲ 1.21%▲ 1.48%
▼ 13.14%▲ 2.34%▲ 2.46%
▲ 2.93%▲ 2.10%▲ 0.78%
▲ 10.00%▼ 0.89%▼ 1.32%
▲ 26.04%▲ 5.96%▲ 6.60%
▲ 5.93%▼ 2.41%▼ 5.63%
▲ 6.90%▲ 1.96%▲ 1.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DIS
Walt Disney
―
▼ 40.44%
2
Close
Oct 03, 2024
FTNT
Fortinet
―
▲ 9.92%
2
Close
Oct 03, 2024
GE
GE Aerospace
2.08%
▼ 0.57%
1
Open
Oct 03, 2024
HUM
Humana
―
▼ 28.35%
2
Close
Aug 30, 2024
VEEV
Veeva Systems
1.24%
▲ 0.07%
1
Open
Aug 30, 2024
AMD
Advanced Micro Devices
2.04%
▲ 13.94%
5
Open
Aug 26, 2024
LLY
Eli Lilly & Co
8.25%
▲ 81.53%
3
Open
Aug 26, 2024
MRK
Merck & Company
―
▲ 1.67%
6
Close
Aug 26, 2024
CRWD
CrowdStrike Holdings
4.07%
▲ 34.28%
1
Open
Aug 26, 2024
IWM
iShares Russell 2000 ETF
5.11%
▲ 2.93%
1
Open
Aug 26, 2024
MU
Micron
―
▲ 6.71%
2
Close
Jul 13, 2024
XLRE
Real Estate Select Sector SPDR Fund
1.4%
▲ 4.12%
1
Open
Jul 13, 2024
XBI
SPDR S&P BIOTECH ETF
2.52%
▼ 11.93%
1
Open
Jul 13, 2024
BA
Boeing
―
▼ 4.87%
4
Close
Jun 12, 2024
AXP
American Express
―
▲ 25.62%
3
Close
Jun 12, 2024
CRSP
Crispr Therapeutics AG
1.15%
▼ 42.16%
2
Buy
May 31, 2024
SNOW
Snowflake
―
▲ 25.64%
5
Close
May 31, 2024
FDX
FedEx
3.06%
▲ 9.13%
2
Buy
May 11, 2024
AAPL
Apple
6.19%
▲ 71.76%
4
Buy
May 11, 2024
WMT
Walmart
3.1%
▲ 16.84%
7
Open
May 11, 2024