New Portfolio - New Portfolio

Yaron

New Portfolio
Individual Investor
Ranked #24,161 out of 764,637 TipRanks' Investors
Success Rate
76%
437 out of 578
profitable transactions
Average Return
24.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.32%
6-Month Return▲ 12.67%
12-Month Return▲ 31.85%
YTD Return▲ 20.37%
Total Return▲ 66.70%

Best Trade

Opened at
Closed at-
Gain▲ 429.10%

Bio

Looking for: growth, stability and dividends

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.63%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.69%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.93%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.88%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.91%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.18%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.95%
Oct 2024
▼ 2.13%
▲ 0.42%
▲ 0.16%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.63%
▲ 11.46%▲ 5.06%▲ 4.69%
▼ 2.25%▲ 3.53%▲ 1.93%
▲ 25.72%▲ 1.21%▲ 3.88%
▼ 4.21%▲ 2.34%▲ 2.91%
▲ 7.82%▲ 2.10%▲ 1.18%
▲ 6.02%▼ 0.89%▼ 0.95%
▼ 2.13%▲ 0.42%▲ 0.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coca-Cola
2.96%
▲ 17.42%
18
Sell
Oct 24, 2024
Cisco Systems
2.21%
▲ 21.98%
10
Sell
Oct 24, 2024
Broadcom
14.99%
▲ 229.33%
23
Sell
Oct 24, 2024
Amgen
3.13%
▲ 35.70%
16
Sell
Oct 24, 2024
PepsiCo
2.55%
▲ 10.84%
15
Open
Oct 24, 2024
Qualcomm
4.41%
▲ 17.14%
11
Sell
Oct 24, 2024
BlackRock
3.92%
▲ 50.06%
11
Sell
Oct 24, 2024
Pfizer
▼ 23.51%
16
Close
Oct 24, 2024
Nvidia
4.84%
▲ 101.79%
13
Sell
Oct 24, 2024
NetApp
3.37%
▲ 73.16%
10
Sell
Oct 22, 2024
Lowe's
▲ 37.73%
8
Close
Oct 22, 2024
Lockheed Martin
4.03%
▲ 52.11%
13
Sell
Oct 22, 2024
General Dynamics
▲ 68.89%
11
Close
Oct 22, 2024
JPMorgan Equity Premium Income ETF
5.77%
▲ 8.51%
45
Buy
Oct 21, 2024
IShares Bitcoin Trust Registered
0.09%
▲ 9.18%
1
Open
Oct 07, 2024
Schwab US Dividend Equity ETF
3.46%
▲ 16.90%
33
Buy
Oct 01, 2024
Apple
0.77%
▲ 16.08%
7
Buy
Sep 06, 2024
PNC Financial
2.76%
▲ 31.75%
18
Buy
Aug 28, 2024
JPMorgan Chase & Co.
1.95%
▲ 58.78%
16
Buy
Aug 16, 2024
SPDR S&P 500 ETF Trust
2.25%
▲ 26.12%
8
Buy
Aug 08, 2024