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New Portfolio - New Portfolio

zardoz@outlook.com

New Portfolio
Individual Investor
Ranked #24,505 out of 747,498 TipRanks' Investors
Success Rate
65%
136 out of 209
profitable transactions
Average Return
45.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.18%
6-Month Return▲ 14.70%
12-Month Return▲ 21.81%
YTD Return▲ 13.46%
Total Return▲ 126.62%

Best Trade

Opened at
Closed at
Gain▲ 1838.52%

Bio

Retirement portfolio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 12.69%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.31%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 8.09%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.06%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.46%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.66%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 2.80%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 12.69%
▼ 1.87%▲ 1.59%▲ 1.31%
▲ 14.08%▲ 5.22%▲ 1.22%
▲ 5.05%▲ 3.27%▲ 8.09%
▼ 12.40%▼ 4.03%▼ 3.06%
▲ 11.46%▲ 5.06%▲ 4.46%
▼ 2.25%▲ 3.53%▼ 1.66%
▲ 25.65%▲ 0.88%▲ 2.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Star Bulk Carriers
2.57%
▲ 22.86%
2
Buy
Apr 08, 2024
Realty Income
3.1%
▲ 14.55%
4
Buy
Apr 02, 2024
Cannabis ETF
▼ 77.79%
2
Close
Feb 16, 2024
Global X Cannabis ETF
▼ 73.46%
3
Close
Feb 16, 2024
Mativ Holdings
▼ 49.51%
2
Close
Jan 20, 2024
Strategy Shares Nasdaq 7HANDL Index ETF
▼ 5.34%
2
Close
Jan 06, 2024
AGNC Investment
0%
▲ 23.30%
1
Open
Sep 26, 2023
Kenvue, Inc.
▼ 15.34%
2
Close
Sep 19, 2023
Tapestry
0%
▲ 40.03%
1
Open
Sep 19, 2023
Torm
0%
▲ 65.35%
1
Open
Sep 01, 2023
CVS Health
3.21%
▲ 34.47%
3
Open
Aug 19, 2023
Enbridge
2.95%
▲ 31.62%
3
Buy
Aug 04, 2023
Walgreens Boots Alliance
1.19%
▼ 66.55%
3
Buy
Aug 04, 2023
Dynex Capital
1.66%
▲ 7.62%
1
Open
Aug 04, 2023
Coherus Biosciences
0.44%
▼ 67.65%
1
Open
Aug 04, 2023
Chicago Atlantic Real Estate ate Finance Inc
0%
▲ 14.34%
1
Open
Aug 04, 2023
Compass Minerals International
▼ 38.01%
3
Close
Apr 03, 2023
US Bancorp
0%
▲ 37.68%
3
Open
Mar 13, 2023
Galiano Gold
3.86%
▲ 133.61%
3
Buy
Mar 07, 2023
Energy Fuels
2.38%
▲ 130.93%
2
Buy
Mar 07, 2023