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New Portfolio - New Portfolio

FCE37707

New Portfolio
Individual Investor
Ranked #208,048 out of 791,381 TipRanks' Investors
Success Rate
53%
39 out of 73
profitable transactions
Average Return
13.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.86%
6-Month Return▲ 3.40%
12-Month Return▲ 14.77%
YTD Return▲ 0.67%
Total Return▲ 4.81%

Best Trade

Opened at
Closed at-
Gain▲ 302.43%

Bio

Looking for Winners in a Losing Market

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.77%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.52%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.09%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.43%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 4.74%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 3.49%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.49%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 4.15%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.77%
▲ 2.93%▲ 2.10%▲ 0.52%
▲ 10.00%▼ 0.89%▼ 0.09%
▲ 26.01%▲ 5.96%▲ 4.43%
▲ 5.75%▼ 2.41%▼ 4.74%
▲ 5.32%▲ 2.69%▲ 3.49%
▼ 12.86%▼ 1.27%▲ 1.49%
▼ 2.15%▼ 5.65%▼ 4.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pioneer Natural
▲ 12.41%
4
Close
May 02, 2024
Exxon Mobil
3.66%
▼ 2.92%
1
Open
May 02, 2024
Nvidia
21.41%
▲ 172.26%
4
Buy
May 22, 2023
Charles Schwab
4.47%
▲ 17.36%
4
Buy
May 22, 2023
KeyCorp
3.98%
▲ 29.29%
2
Buy
May 22, 2023
Nexstar Media Group
6.77%
▲ 7.87%
2
Buy
May 22, 2023
XPLR Infrastructure
▼ 1.17%
2
Close
May 22, 2023
Core Natural Resources
▼ 2.92%
2
Close
May 22, 2023
Walmart
5.85%
▲ 79.95%
1
Open
May 22, 2023
Eli Lilly & Co
8.11%
▲ 92.21%
1
Open
May 22, 2023
TSMC
▼ 5.85%
3
Close
Apr 16, 2023
iShares Global Consumer Discretionary ETF
▲ 2.95%
2
Close
Apr 16, 2023
Warner Bros
▲ 1.04%
2
Close
Apr 16, 2023
UnitedHealth
3.19%
▼ 0.77%
1
Open
Apr 16, 2023
HP
3.14%
▼ 1.76%
1
Open
Apr 16, 2023
Alphabet Class A
5.06%
▲ 55.54%
1
Open
Apr 16, 2023
The Estée Lauder Companies
1.1%
▼ 73.80%
2
Sell
Jan 30, 2023
ING Groep
4.7%
▲ 60.99%
2
Buy
Jan 30, 2023
O'Reilly Auto
6.95%
▲ 67.68%
1
Open
Jan 30, 2023
Apple
4.35%
▲ 32.35%
3
Open
Jan 24, 2023