New Portfolio - New Portfolio

Rick F

New Portfolio
Individual Investor
Ranked #184,309 out of 748,869 TipRanks' Investors
Success Rate
57%
63 out of 110
profitable transactions
Average Return
6.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.89%
6-Month Return▲ 7.89%
12-Month Return▲ 11.80%
YTD Return▲ 7.34%
Total Return▲ 38.23%

Best Trade

Opened at
Closed at-
Gain▲ 264.51%

Bio

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

Performance

25.16%0-25.16%
▲ 5.14%
▲ 4.57%
▲ 7.44%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.96%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.36%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.11%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.50%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.16%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.45%
Jun 2024
▲ 25.16%
▲ 0.04%
▲ 0.89%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 7.44%
▼ 1.87%▲ 1.59%▼ 1.96%
▲ 14.08%▲ 5.22%▲ 6.36%
▲ 5.05%▲ 3.27%▲ 4.11%
▼ 12.40%▼ 4.03%▼ 4.50%
▲ 11.46%▲ 5.06%▲ 1.16%
▼ 2.25%▲ 3.53%▲ 1.45%
▲ 25.16%▲ 0.04%▲ 0.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Airbnb
3.54%
▼ 4.84%
1
Open
Jul 14, 2024
Canadian Utilities A
2.9%
▲ 4.03%
1
Open
Jul 14, 2024
Intuitive Surgical
2.78%
▲ 0.93%
1
Open
Jul 14, 2024
Lululemon Athletica
2.4%
▼ 10.65%
1
Open
Jul 14, 2024
Open Text
2.98%
▲ 1.48%
1
Open
Jul 14, 2024
S&P Global
3.09%
▲ 1.51%
1
Open
Jul 14, 2024
Taiwan Semiconductor Manufacturing
2.04%
▼ 12.57%
1
Open
Jul 14, 2024
Home Depot
2.72%
▲ 25.07%
2
Buy
Jun 23, 2024
MP Materials
▼ 59.14%
2
Close
Jun 23, 2024
Cardinal Health
1.05%
▲ 49.59%
2
Buy
Jun 23, 2024
Cboe Global Markets
1.76%
▲ 60.51%
2
Buy
Jun 23, 2024
Nestle SA Reg
1.89%
▼ 7.27%
2
Buy
Jun 23, 2024
VanEck Rare Earth/Strategic Metals ETF
▼ 28.11%
2
Close
Jun 23, 2024
Digital Realty
1.84%
▲ 9.40%
2
Buy
Jun 23, 2024
Bicycle Therapeutics
3.09%
▲ 25.63%
2
Buy
Jun 23, 2024
Booz Allen
1.76%
▲ 28.63%
2
Buy
Jun 23, 2024
Illumina
▼ 73.99%
2
Close
Jun 23, 2024
Schrodinger
▼ 75.83%
4
Close
Jun 23, 2024
Under Armour
▼ 66.81%
2
Close
Jun 23, 2024
Avidity Biosciences
4.56%
▼ 19.98%
4
Open
Jun 23, 2024