New Portfolio - New Portfolio

nicolan7@gmail.com

New Portfolio
Individual Investor
Ranked #129,293 out of 753,381 TipRanks' Investors
Success Rate
65%
30 out of 46
profitable transactions
Average Return
16.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.62%
6-Month Return▲ 7.17%
12-Month Return▲ 31.08%
YTD Return▲ 19.31%
Total Return▲ 12.31%

Best Trade

Opened at
Closed at-
Gain▲ 163.01%

Bio

New investor here!

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▲ 4.86%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.63%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 2.51%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.55%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.87%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.36%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 1.94%
Jul 2024
▼ 5.09%
▲ 0.98%
▲ 4.84%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▲ 4.86%
▲ 14.08%▲ 5.22%▲ 6.63%
▲ 5.05%▲ 3.27%▼ 2.51%
▼ 12.40%▼ 4.03%▼ 4.55%
▲ 11.46%▲ 5.06%▲ 5.87%
▼ 2.25%▲ 3.53%▲ 5.36%
▲ 25.76%▲ 1.21%▼ 1.94%
▼ 5.09%▲ 0.98%▲ 4.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Poshmark
▲ 0.67%
2
Close
Jan 04, 2023
Micron
0%
▲ 81.77%
1
Open
Nov 21, 2022
Lam Research
0%
▲ 92.02%
1
Open
Nov 21, 2022
American Tower
0%
▲ 9.40%
1
Open
Nov 21, 2022
Farfetch
0%
▼ 99.87%
1
Open
Nov 21, 2022
Uber Technologies
0%
▲ 163.01%
1
Open
Nov 21, 2022
Elastic
7.6%
▲ 21.94%
1
Open
Feb 27, 2022
DocuSign
▼ 38.59%
2
Close
Feb 27, 2022
ARK Autonomous Technology & Robotics ETF
▼ 8.15%
2
Close
Nov 30, 2021
iShares Core U.S. Aggregate Bond ETF
▲ 1.95%
2
Close
Nov 30, 2021
Vanguard Total International Bond ETF
▲ 0.46%
2
Close
Nov 30, 2021
Crown Castle
2.02%
▼ 17.99%
2
Buy
Mar 26, 2021
Pinterest
0.58%
▼ 53.18%
1
Open
Mar 26, 2021
Cloudflare
3.71%
▲ 21.93%
1
Open
Mar 26, 2021
Alibaba
1.54%
▼ 63.65%
4
Buy
Mar 26, 2021
Johnson & Johnson
2.95%
▲ 11.50%
2
Buy
Mar 26, 2021
CrowdStrike Holdings
4.88%
▲ 51.94%
2
Buy
Mar 26, 2021
AbbVie
5.33%
▲ 114.63%
1
Open
Mar 26, 2021
Fiverr International
0.48%
▼ 86.82%
1
Open
Mar 26, 2021
Enterprise Products Partners
▲ 17.67%
2
Close
Mar 26, 2021