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New Portfolio
- New Portfolio
Performance
Portfolio Details
KB
New Portfolio
Individual Investor
Ranked #24,445 out of 770,014 TipRanks' Investors
Success Rate
72%
107 out of 148
profitable transactions
Average Return
41.86%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 5.94%
6-Month Return
▲ 20.67%
12-Month Return
▲ 47.91%
YTD Return
▲ 40.29%
Total Return
▲ 291.95%
Best Trade
Asset
Nvidia (NVDA)
Opened at
Jun 07, 2021
Closed at
-
Gain
▲ 673.68%
Bio
NA
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
31.73%
0
-31.73%
▼ 12.40%
▼ 4.03%
▼ 4.22%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.40%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.84%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.76%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.68%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.93%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 2.82%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 7.91%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
▼ 4.22%
▲ 11.46%
▲ 5.06%
▲ 8.40%
▼ 2.25%
▲ 3.53%
▲ 6.84%
▲ 25.72%
▲ 1.21%
▲ 0.76%
▼ 4.22%
▲ 2.34%
▲ 0.68%
▲ 7.82%
▲ 2.10%
▲ 1.93%
▲ 5.70%
▼ 0.89%
▲ 2.82%
▲ 31.73%
▲ 4.73%
▲ 7.91%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MSTR
Microstrategy
0%
▲ 142.17%
5
Buy
Oct 20, 2024
AVGO
Broadcom
0%
▲ 0.99%
3
Sell
Oct 13, 2024
SMCI
Super Micro Computer
―
▼ 55.92%
6
Close
Sep 01, 2024
PANW
Palo Alto Networks
0%
▲ 53.66%
8
Sell
Aug 25, 2024
IBM
International Business Machines
―
▲ 6.79%
4
Close
Aug 25, 2024
ETN
Eaton
2.83%
▲ 24.01%
3
Buy
Aug 11, 2024
GILD
Gilead Sciences
0%
▲ 29.13%
2
Sell
Aug 11, 2024
MMM
3M
0.67%
▲ 6.78%
1
Open
Aug 11, 2024
VTWO
Vanguard Russell 2000 ETF
0%
▲ 25.23%
3
Sell
Jun 23, 2024
NVDA
Nvidia
39.38%
▲ 302.50%
12
Sell
Jun 22, 2024
AAPL
Apple
6.7%
▲ 76.14%
16
Buy
Jun 22, 2024
AMZN
Amazon
1.77%
▲ 17.38%
3
Buy
Jun 22, 2024
HON
Honeywell International
―
▼ 2.64%
2
Close
May 05, 2024
ARM
ARM Holdings PLC ADR
―
▼ 8.04%
2
Close
Apr 01, 2024
VFIAX
Vanguard 500 Index Fd Admiral Shs
14.4%
▲ 61.81%
7
Buy
Mar 03, 2024
MS
Morgan Stanley
―
▼ 3.06%
3
Close
Mar 03, 2024
LLY
Eli Lilly & Co
3.95%
▲ 22.06%
3
Sell
Mar 03, 2024
VHT
Vanguard Health Care ETF
2.03%
▲ 3.89%
2
Buy
Mar 03, 2024
VUG
Vanguard Growth ETF
2.04%
▲ 18.76%
1
Open
Mar 03, 2024
SWK
Stanley Black & Decker
―
▼ 4.93%
3
Close
Feb 04, 2024
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