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New Portfolio - New Portfolio

Nick

New Portfolio
Individual Investor
Ranked #122,292 out of 783,619 TipRanks' Investors
Success Rate
55%
41 out of 74
profitable transactions
Average Return
35.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.42%
6-Month Return▲ 19.07%
12-Month Return▲ 35.41%
YTD Return▲ 2.42%
Total Return▲ 31.35%

Best Trade

Opened at
Closed at
Gain▲ 714.56%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 3.07%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 7.64%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.39%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.88%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 4.57%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 10.37%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 0.71%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 2.42%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 3.07%
▲ 8.13%▲ 1.21%▲ 7.64%
▼ 13.14%▲ 2.34%▼ 1.39%
▲ 2.93%▲ 2.10%▲ 2.88%
▲ 9.99%▼ 0.89%▲ 4.57%
▲ 26.04%▲ 5.96%▲ 10.37%
▲ 5.93%▼ 2.41%▼ 0.71%
▲ 3.19%▲ 2.68%▲ 2.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Trinity Capital
2.72%
0.00%
1
Open
Jan 30, 2025
Deluxe
0.62%
0.00%
1
Open
Jan 30, 2025
Black Stone Minerals
0.52%
0.00%
1
Open
Jan 30, 2025
Smartsheet
▲ 41.10%
2
Close
Jan 21, 2025
Nvidia
▲ 694.57%
3
Close
Oct 14, 2024
Upstart Holdings
1.17%
▲ 24.51%
1
Open
Oct 14, 2024
Quantasing Group Ltd. ADR
8.48%
▲ 7.39%
2
Buy
Oct 09, 2024
Heritage Insurance Holdings
▲ 144.31%
2
Close
Sep 30, 2024
Alliance Entertainment Holding
18.52%
▲ 313.16%
3
Buy
Sep 26, 2024
JinkoSolar
3.7%
▲ 13.41%
1
Open
Sep 10, 2024
American Coastal Insurance
5.49%
▲ 17.84%
2
Buy
Sep 04, 2024
ChargePoint Holdings
0.52%
▼ 60.73%
6
Buy
Aug 13, 2024
Walt Disney
4.85%
▲ 4.66%
4
Buy
Aug 13, 2024
SoFi Technologies
17.04%
▲ 123.00%
5
Buy
Aug 13, 2024
Snap
1.03%
▲ 5.85%
2
Buy
Aug 13, 2024
Softbank
3.33%
▲ 14.12%
1
Open
Aug 07, 2024
Enphase Energy
2.46%
▼ 55.12%
4
Buy
Aug 05, 2024
UnitedHealth
▲ 6.63%
7
Close
Aug 05, 2024
Ford Motor
0.9%
▲ 7.72%
1
Open
Aug 05, 2024
Snowflake
16.39%
▲ 21.96%
4
Buy
Aug 02, 2024