tiprankstipranks

New Portfolio - New Portfolio

Rick F

New Portfolio
Individual Investor
Ranked #197,758 out of 775,523 TipRanks' Investors
Success Rate
57%
63 out of 110
profitable transactions
Average Return
10.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.22%
6-Month Return▲ 11.17%
12-Month Return▲ 17.91%
YTD Return▲ 17.55%
Total Return▲ 51.36%

Best Trade

Opened at
Closed at-
Gain▲ 247.48%

Bio

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

Performance

43.24%0-43.24%
▲ 11.46%
▲ 5.06%
▲ 1.16%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.45%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.60%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.70%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.02%
Sep 2024
▲ 5.39%
▼ 0.89%
▲ 0.94%
Oct 2024
▲ 43.24%
▲ 5.96%
▲ 4.14%
Nov 2024
▲ 4.37%
▲ 0.29%
▼ 3.16%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 1.16%
▼ 2.25%▲ 3.53%▲ 1.45%
▲ 25.71%▲ 1.21%▲ 1.60%
▼ 4.22%▲ 2.34%▲ 3.70%
▲ 7.82%▲ 2.10%▲ 3.02%
▲ 5.39%▼ 0.89%▲ 0.94%
▲ 43.24%▲ 5.96%▲ 4.14%
▲ 4.37%▲ 0.29%▼ 3.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Airbnb
3.07%
▼ 13.37%
1
Open
Jul 14, 2024
Canadian Utilities A
2.89%
▲ 11.78%
1
Open
Jul 14, 2024
Intuitive Surgical
3.17%
▲ 20.40%
1
Open
Jul 14, 2024
Lululemon Athletica
3.36%
▲ 31.14%
1
Open
Jul 14, 2024
Open Text
2.47%
▼ 10.32%
1
Open
Jul 14, 2024
S&P Global
2.95%
▲ 1.93%
1
Open
Jul 14, 2024
Taiwan Semiconductor Manufacturing
2.35%
▲ 6.16%
1
Open
Jul 14, 2024
Home Depot
2.84%
▲ 37.84%
2
Buy
Jun 23, 2024
MP Materials
▼ 59.14%
2
Close
Jun 23, 2024
Cardinal Health
1.19%
▲ 77.10%
2
Buy
Jun 23, 2024
Cboe Global Markets
1.81%
▲ 72.75%
2
Buy
Jun 23, 2024
Nestle SA Reg
1.47%
▼ 24.17%
2
Buy
Jun 23, 2024
VanEck Rare Earth/Strategic Metals ETF
▼ 28.11%
2
Close
Jun 23, 2024
Digital Realty
2.13%
▲ 34.81%
2
Buy
Jun 23, 2024
Bicycle Therapeutics
1.84%
▼ 21.50%
2
Buy
Jun 23, 2024
Booz Allen
1.61%
▲ 23.51%
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
2.77%
▼ 34.64%
4
Open
Jun 23, 2024