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New Portfolio - New Portfolio

PerformancePortfolio Details

KB

New Portfolio
Individual Investor
Ranked #22,702 out of 781,107 TipRanks' Investors
Success Rate
73%
108 out of 149
profitable transactions
Average Return
41.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.68%
6-Month Return▲ 12.91%
12-Month Return▲ 38.71%
YTD Return▲ 1.64%
Total Return▲ 296.56%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 683.33%

Bio

NA

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 6.84%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.76%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.68%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.93%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.74%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.36%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.70%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 1.64%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 6.84%
▲ 8.13%▲ 1.21%▲ 0.76%
▼ 13.14%▲ 2.34%▲ 0.68%
▲ 2.93%▲ 2.10%▲ 1.93%
▲ 10.00%▼ 0.89%▲ 2.74%
▲ 26.04%▲ 5.96%▲ 9.36%
▲ 5.93%▼ 2.41%▼ 1.70%
▲ 6.90%▲ 1.96%▲ 1.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AVGO
Broadcom
15.11%
▲ 32.38%
4
Buy
Jan 12, 2025
GILD
Gilead Sciences
―
▲ 29.43%
3
Close
Jan 12, 2025
MSTR
Microstrategy
0%
▲ 137.99%
5
Buy
Oct 20, 2024
SMCI
Super Micro Computer
―
▼ 55.92%
6
Close
Sep 01, 2024
PANW
Palo Alto Networks
0%
▲ 40.87%
8
Sell
Aug 25, 2024
IBM
International Business Machines
―
▲ 6.79%
4
Close
Aug 25, 2024
ETN
Eaton
2.26%
▲ 14.00%
3
Buy
Aug 11, 2024
MMM
3M
0.62%
▲ 15.55%
1
Open
Aug 11, 2024
VTWO
Vanguard Russell 2000 ETF
0%
▲ 16.84%
3
Sell
Jun 23, 2024
NVDA
Nvidia
34.17%
▲ 307.53%
12
Sell
Jun 22, 2024
AAPL
Apple
5.36%
▲ 73.96%
16
Buy
Jun 22, 2024
AMZN
Amazon
1.66%
▲ 31.65%
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
12.15%
▲ 62.37%
7
Buy
Mar 03, 2024
MS
Morgan Stanley
―
▼ 3.06%
3
Close
Mar 03, 2024
LLY
Eli Lilly & Co
3.13%
▲ 17.33%
3
Sell
Mar 03, 2024
VHT
Vanguard Health Care ETF
1.67%
▲ 0.41%
2
Buy
Mar 03, 2024
VUG
Vanguard Growth ETF
1.77%
▲ 22.21%
1
Open
Mar 03, 2024
SWK
Stanley Black & Decker
―
▼ 4.93%
3
Close
Feb 04, 2024