Smart Portfolio - New Portfolio

Willy Morel

Smart Portfolio
Individual Investor
Ranked #470,728 out of 748,870 TipRanks' Investors
Success Rate
48%
278 out of 582
profitable transactions
Average Return
-3.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.17%
6-Month Return▲ 2.35%
12-Month Return▲ 3.83%
YTD Return▲ 0.83%
Total Return▼ 43.16%

Best Trade

Opened at
Closed at
Gain▲ 137.96%

Bio

I started investing at an early age and believe that patience and persistence are the keys to success. As an entrepreneur, I plan to continue in the investment field.

Performance

24.15%0-24.15%
▲ 5.14%
▲ 4.57%
▲ 9.58%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.60%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.18%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 2.74%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.57%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 20.80%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.78%
Jun 2024
▲ 24.15%
▲ 0.04%
▲ 0.17%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 9.58%
▼ 1.87%▲ 1.59%▼ 3.60%
▲ 14.08%▲ 5.22%▲ 3.18%
▲ 5.05%▲ 3.27%▼ 2.74%
▼ 12.40%▼ 4.03%▼ 8.57%
▲ 11.46%▲ 5.06%▲ 20.80%
▼ 2.25%▲ 3.53%▼ 5.78%
▲ 24.15%▲ 0.04%▲ 0.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nio
▼ 1.67%
9
Close
Jul 14, 2024
AMC Entertainment
▲ 43.28%
2
Close
Jul 14, 2024
Li Auto
▲ 23.46%
4
Close
Mar 28, 2024
Magnite
▼ 11.97%
6
Close
Mar 28, 2024
Victoria's Secret
9.66%
▼ 3.49%
8
Open
Mar 28, 2024
Children's Place
3.5%
▼ 13.04%
3
Open
Mar 28, 2024
Petco Health and Wellness Company
▼ 6.55%
4
Close
Mar 27, 2024
Alibaba
▼ 8.55%
6
Close
Mar 15, 2024
Marathon Digital Holdings
▲ 3.81%
3
Close
Mar 15, 2024
Vale SA
▼ 15.64%
4
Close
Mar 15, 2024
Solo Brands Inc Class A
▼ 27.05%
3
Close
Mar 15, 2024
Rivian Automotive
▼ 31.17%
2
Close
Mar 15, 2024
Integral Ad Science
▼ 6.39%
2
Close
Mar 15, 2024
CrowdStrike Holdings
▲ 3.68%
20
Close
Mar 06, 2024
B2Gold
▼ 0.78%
4
Close
Mar 06, 2024
Okta
▼ 4.23%
3
Close
Feb 29, 2024
Aurinia Pharmaceuticals
16.86%
▼ 0.20%
3
Open
Feb 27, 2024
Marathon Oil
▲ 2.80%
2
Close
Feb 27, 2024
Novavax
▼ 21.64%
16
Close
Jan 22, 2024
AbbVie
▲ 1.75%
15
Close
Jan 22, 2024