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New Portfolio - New Portfolio

FCE37707

New Portfolio
Individual Investor
Ranked #200,889 out of 775,913 TipRanks' Investors
Success Rate
56%
41 out of 73
profitable transactions
Average Return
15.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.33%
6-Month Return▲ 5.75%
12-Month Return▲ 25.00%
YTD Return▲ 24.58%
Total Return▲ 3.68%

Best Trade

Opened at
Closed at-
Gain▲ 398.41%

Bio

Looking for Winners in a Losing Market

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.88%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.66%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.28%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.76%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.52%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.09%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.43%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.13%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 5.88%
▼ 2.25%▲ 3.53%▲ 1.66%
▲ 25.71%▲ 1.21%▲ 3.28%
▼ 4.22%▲ 2.34%▲ 1.76%
▲ 7.82%▲ 2.10%▲ 0.52%
▲ 5.38%▼ 0.89%▼ 0.09%
▲ 43.22%▲ 5.96%▲ 4.43%
▲ 3.34%▼ 1.56%▼ 5.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pioneer Natural
▲ 12.41%
4
Close
May 02, 2024
Exxon Mobil
3.4%
▼ 6.68%
1
Open
May 02, 2024
Nvidia
25.37%
▲ 232.00%
4
Buy
May 22, 2023
Charles Schwab
4.38%
▲ 19.14%
4
Buy
May 22, 2023
KeyCorp
4.29%
▲ 43.99%
2
Buy
May 22, 2023
Nexstar Media Group
6.07%
▼ 0.10%
2
Buy
May 22, 2023
Nextera Energy Partners
▼ 1.17%
2
Close
May 22, 2023
CONSOL Energy
▼ 2.92%
2
Close
May 22, 2023
Walmart
5.91%
▲ 89.83%
1
Open
May 22, 2023
Eli Lilly & Co
7.23%
▲ 78.77%
1
Open
May 22, 2023
Taiwan Semiconductor Manufacturing
▼ 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
3.14%
▲ 1.67%
1
Open
Apr 16, 2023
HP
3.45%
▲ 13.07%
1
Open
Apr 16, 2023
Alphabet Class A
5.65%
▲ 81.28%
1
Open
Apr 16, 2023
The Estée Lauder Companies
1.12%
▼ 72.15%
2
Sell
Jan 30, 2023
ING Groep
3.46%
▲ 22.84%
2
Buy
Jan 30, 2023
O'Reilly Auto
6.12%
▲ 54.39%
1
Open
Jan 30, 2023
Apple
4.79%
▲ 44.19%
3
Open
Jan 24, 2023