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New Portfolio - New Portfolio

PerformancePortfolio Details

Rick F

New Portfolio
Individual Investor
Ranked #208,166 out of 781,348 TipRanks' Investors
Success Rate
56%
62 out of 110
profitable transactions
Average Return
13.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.43%
6-Month Return▲ 10.16%
12-Month Return▲ 21.98%
YTD Return▲ 3.18%
Total Return▲ 54.86%

Best Trade

AssetBridgeBio P... (BBIO)
Opened at
Closed at-
Gain▲ 381.71%

Bio

My investment portfolio - trying to balance long term growth with income and safety

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.45%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.60%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.70%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.02%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.99%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.14%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.02%
Dec 2024
▲ 7.72%
▲ 2.90%
▲ 3.18%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.45%
▲ 8.13%▲ 1.21%▲ 1.60%
▼ 13.14%▲ 2.34%▲ 3.70%
▲ 2.93%▲ 2.10%▲ 3.02%
▲ 10.00%▼ 0.89%▲ 0.99%
▲ 26.04%▲ 5.96%▲ 4.14%
▲ 5.93%▼ 2.41%▼ 4.02%
▲ 7.72%▲ 2.90%▲ 3.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ABNB
Airbnb
3.14%
▼ 9.61%
1
Open
Jul 14, 2024
CDUAF
Canadian Utilities A
2.79%
▲ 11.32%
1
Open
Jul 14, 2024
ISRG
Intuitive Surgical
3.62%
▲ 38.16%
1
Open
Jul 14, 2024
LULU
Lululemon Athletica
3.41%
▲ 31.40%
1
Open
Jul 14, 2024
OTEX
Open Text
2.53%
▼ 7.08%
1
Open
Jul 14, 2024
SPGI
S&P Global
3.03%
▲ 6.08%
1
Open
Jul 14, 2024
TSM
TSMC
2.65%
▲ 18.72%
1
Open
Jul 14, 2024
HD
Home Depot
2.92%
▲ 46.45%
2
Buy
Jun 23, 2024
MP
MP Materials
―
▼ 59.14%
2
Close
Jun 23, 2024
CAH
Cardinal Health
1.3%
▲ 96.16%
2
Buy
Jun 23, 2024
CBOE
Cboe Global Markets
1.76%
▲ 70.24%
2
Buy
Jun 23, 2024
NSRGY
Nestle SA Reg
1.46%
▼ 24.44%
2
Buy
Jun 23, 2024
REMX
VanEck Rare Earth/Strategic Metals ETF
―
▼ 28.11%
2
Close
Jun 23, 2024
DLR
Digital Realty
2.16%
▲ 39.84%
2
Buy
Jun 23, 2024
BCYC
Bicycle Therapeutics
1.57%
▼ 30.50%
2
Buy
Jun 23, 2024
BAH
Booz Allen
1.7%
▲ 31.92%
2
Buy
Jun 23, 2024
ILMN
Illumina
―
▼ 73.99%
2
Close
Jun 23, 2024
SDGR
Schrodinger
―
▼ 75.83%
4
Close
Jun 23, 2024
UAA
Under Armour
―
▼ 66.81%
2
Close
Jun 23, 2024
RNA
Avidity Biosciences
2.68%
▼ 34.52%
4
Open
Jun 23, 2024