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My Portfolio - New Portfolio

PerformancePortfolio Details

David

My Portfolio
Individual Investor
Ranked #214,214 out of 743,899 TipRanks' Investors
Success Rate
51%
62 out of 121
profitable transactions
Average Return
12.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.82%
6-Month Return▲ 7.57%
12-Month Return▲ 22.14%
YTD Return▲ 4.00%
Total Return▲ 27.75%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 708.21%

Bio

Est. 2021

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 10.75%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.77%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.49%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.91%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.07%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.04%
Jun 2024
▲ 0.26%
▲ 0.21%
▲ 0.83%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 10.75%
▼ 1.87%▲ 1.59%▼ 0.77%
▲ 14.08%▲ 5.22%▲ 2.49%
▲ 5.05%▲ 3.27%▲ 0.91%
▼ 12.40%▼ 4.03%▼ 4.43%
▲ 11.46%▲ 5.06%▲ 4.07%
▼ 2.25%▲ 3.53%▲ 1.04%
▲ 0.26%▲ 0.21%▲ 0.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GOOGL
Alphabet Class A
3.89%
▲ 65.24%
2
Sell
Jul 01, 2024
CVX
Chevron
2.76%
▲ 30.58%
3
Buy
Jul 01, 2024
AMZN
Amazon
3.49%
▲ 18.36%
2
Sell
Jul 01, 2024
ABBV
AbbVie
3.52%
▲ 54.41%
5
Buy
Jul 01, 2024
ABT
Abbott Laboratories
2.9%
▼ 3.61%
4
Buy
Jul 01, 2024
NVDA
Nvidia
8.59%
▲ 708.21%
2
Sell
Jul 01, 2024
NKE
Nike
―
▼ 49.61%
4
Close
Jul 01, 2024
SBUX
Starbucks
1.89%
▼ 18.94%
4
Buy
Jul 01, 2024
TTD
Trade Desk
3.12%
▲ 67.21%
2
Sell
Jul 01, 2024
LLY
Eli Lilly & Co
3.21%
▲ 14.09%
4
Open
Jul 01, 2024
NFLX
Netflix
2.39%
▲ 1.41%
3
Open
Jul 01, 2024
AXP
American Express
2.49%
▲ 0.92%
1
Open
Jul 01, 2024
BAC
Bank of America
3.16%
▲ 2.30%
1
Open
Jul 01, 2024
CAT
Caterpillar
2.32%
▼ 0.40%
1
Open
Jul 01, 2024
CELH
Celsius Holdings
2.23%
▼ 1.04%
1
Open
Jul 01, 2024
DELL
Dell Technologies
1.01%
▲ 0.46%
1
Open
Jul 01, 2024
ELF
e.l.f. Beauty
4.31%
▲ 0.03%
1
Open
Jul 01, 2024
HAL
Halliburton
2.37%
▲ 0.57%
1
Open
Jul 01, 2024
KVUE
Kenvue, Inc.
1.22%
▲ 1.62%
1
Open
Jul 01, 2024
LULU
Lululemon Athletica
1.05%
▼ 0.23%
1
Open
Jul 01, 2024