tiprankstipranks

Overall - New Portfolio

kelvin gogo

Overall
Individual Investor
Ranked #320,703 out of 747,285 TipRanks' Investors
Success Rate
50%
616 out of 1235
profitable transactions
Average Return
5.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.22%
6-Month Return▲ 16.04%
12-Month Return▼ 9.10%
YTD Return▲ 3.79%
Total Return▼ 13.31%

Best Trade

Opened at
Closed at
Gain▲ 491.58%

Bio

Portfolio size of 200 - 250 stocks and select my picks from paid expert subscriptions. Recently purged all Chinese related stocks. I maintain a 15% exposure to Gold, with a leaning towards, Biotech, Tech and Financing. Going to give Bitcoin a look.

Performance

19.38%0-19.38%
▲ 5.14%
▲ 4.57%
▲ 12.29%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 7.20%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.66%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.52%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 11.26%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.53%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.76%
Jun 2024
▲ 19.38%
▲ 2.34%
▲ 7.45%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 12.29%
▼ 1.87%▲ 1.59%▼ 7.20%
▲ 14.08%▲ 5.22%▲ 8.66%
▲ 5.05%▲ 3.27%▲ 1.52%
▼ 12.40%▼ 4.03%▼ 11.26%
▲ 11.46%▲ 5.06%▲ 5.53%
▼ 2.25%▲ 3.53%▲ 0.76%
▲ 19.38%▲ 2.34%▲ 7.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sea
▼ 17.11%
6
Close
Feb 14, 2024
Profire Energy
▼ 31.68%
2
Close
Feb 14, 2024
Yalla Group
▼ 18.31%
2
Close
Feb 14, 2024
Allbirds
▼ 22.42%
2
Close
Feb 14, 2024
Applied Optoelectronics
0%
▼ 50.19%
1
Open
Feb 14, 2024
BWX Technologies
0%
▲ 19.43%
1
Open
Feb 14, 2024
Opera
0%
▲ 9.34%
1
Open
Feb 14, 2024
Upwork
0%
▼ 25.46%
1
Open
Feb 14, 2024
Vertiv Holdings
0%
▲ 27.12%
1
Open
Feb 14, 2024
Aurora Innovation
0%
▲ 30.40%
1
Open
Feb 14, 2024
Liberty Oilfield Services
▲ 50.64%
2
Close
Jan 27, 2024
Forge Global Holdings
▼ 47.67%
2
Close
Jan 27, 2024
Inter & Company Incorporation Class A
▼ 9.27%
2
Close
Jan 27, 2024
Applied Therapeutics
0%
▲ 75.33%
1
Open
Jan 27, 2024
Couchbase
0%
▼ 27.22%
1
Open
Jan 27, 2024
Denison Mines
0%
0.00%
1
Open
Jan 27, 2024
iShares Biotechnology ETF
0%
▲ 4.92%
1
Open
Jan 27, 2024
Savara
0%
▼ 5.61%
1
Open
Jan 27, 2024
WisdomTree Cybersecurity Fund
0%
▼ 8.05%
1
Open
Jan 27, 2024
Sprinklr
0%
▼ 27.92%
1
Open
Jan 27, 2024