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Stocks Own! - New Portfolio

PerformancePortfolio Details

logician

Stocks Own!
Individual Investor
Ranked #10,554 out of 769,002 TipRanks' Investors
Success Rate
74%
264 out of 357
profitable transactions
Average Return
68.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 23.32%
6-Month Return▲ 38.57%
12-Month Return▲ 29.09%
YTD Return▲ 19.68%
Total Return▲ 211.45%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 2680.98%

Bio

Carefully Continually Deliberately Fearfully Painfully Prayerfully Tearfully buy the Greatest Company(s) on the planet! Not Standard & Poor 500 but Above Standard & Rich 5! = win even w/some losers! Max Roth IRA EVERY year! 2 get to Mars w/o killing

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.42%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 0.09%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.32%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.87%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 3.00%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 8.51%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.75%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 15.59%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.42%
▲ 11.46%▲ 5.06%▼ 0.09%
▼ 2.25%▲ 3.53%▲ 6.32%
▲ 25.72%▲ 1.21%▲ 7.87%
▼ 4.22%▲ 2.34%▼ 3.00%
▲ 7.82%▲ 2.10%▲ 8.51%
▲ 5.70%▼ 0.89%▲ 0.75%
▲ 23.63%▲ 3.84%▲ 15.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AAPL
Apple
19.15%
▲ 94.87%
12
Buy
Nov 17, 2024
COP
Conocophillips
0.66%
▲ 27.75%
18
Buy
Oct 31, 2024
AMPX
Amprius Technologies Inc
0.04%
▲ 37.86%
1
Open
Oct 18, 2024
TSLA
Tesla
11.08%
▲ 95.20%
135
Buy
Oct 11, 2024
LUV
Southwest Airlines
0.22%
▼ 18.80%
36
Buy
Sep 26, 2024
CVX
Chevron
0.3%
▲ 31.64%
6
Buy
Sep 20, 2024
NGVC
Natural Grocers
0.11%
▲ 65.39%
3
Buy
Sep 19, 2024
HD
Home Depot
63.72%
▲ 45.10%
16
Buy
Sep 13, 2024
SBUX
Starbucks
1.21%
▲ 19.34%
9
Buy
Sep 04, 2024
SUN
Sunoco
0.1%
▲ 1.49%
6
Buy
Aug 20, 2024
MA
Mastercard
0.59%
▲ 180.11%
13
Buy
Jul 05, 2024
META
Meta Platforms
0.03%
▲ 188.49%
4
Sell
Jul 05, 2024
MSFT
Microsoft
0.08%
▲ 165.20%
7
Buy
Jul 05, 2024
DG
Dollar General
0.04%
▼ 44.68%
6
Buy
Jul 05, 2024
NVDA
Nvidia
0.45%
▲ 677.74%
10
Sell
Jul 05, 2024
SLB
Schlumberger
0.07%
▲ 74.96%
15
Buy
Jul 05, 2024
NS
Nustar Energy
―
▲ 9.34%
4
Close
May 02, 2024
BA
Boeing
0.24%
▼ 52.36%
27
Sell
Mar 08, 2024
MTN
Vail Resorts
0.08%
▼ 8.00%
7
Buy
Mar 08, 2024
PSQH
PSQ Holdings
0.01%
▼ 79.74%
1
Open
Aug 20, 2023