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New Portfolio Apr 2022 - New Portfolio

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New Portfolio Apr 2022
Individual Investor
Ranked #335,676 out of 796,165 TipRanks' Investors
Success Rate
46%
17 out of 37
profitable transactions
Average Return
1.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.37%
6-Month Return▼ 6.25%
12-Month Return▲ 5.72%
YTD Return▼ 12.11%
Total Return▲ 20.89%

Best Trade

Opened at
Closed at-
Gain▲ 86.75%

Bio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▼ 0.18%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 8.10%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 20.01%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 13.29%
Dec 2024
▲ 5.99%
▲ 2.69%
▼ 1.86%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 8.27%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.60%
Mar 2025
▼ 8.94%
▼ 6.03%
▼ 3.91%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▼ 0.18%
▲ 10.00%▼ 0.89%▲ 8.10%
▲ 25.98%▲ 5.96%▲ 20.01%
▲ 5.34%▼ 2.41%▼ 13.29%
▲ 5.99%▲ 2.69%▼ 1.86%
▼ 12.86%▼ 1.27%▼ 8.27%
▼ 1.80%▼ 5.57%▲ 1.60%
▼ 8.94%▼ 6.03%▼ 3.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Strategy
43.37%
▲ 6.17%
3
Buy
Apr 09, 2025
Meta Platforms
6.99%
▼ 15.60%
2
Buy
Apr 09, 2025
Procter & Gamble
0%
▲ 9.58%
2
Sell
Apr 03, 2025
Vanguard S&P 500 ETF
0%
▲ 23.77%
3
Sell
Apr 03, 2025
Nike
3.73%
▼ 3.65%
1
Open
Apr 03, 2025
Ethereum
▼ 36.40%
3
Close
Mar 27, 2025
UnitedHealth
▼ 0.77%
2
Close
Mar 26, 2025
GameStop
3.65%
▼ 7.44%
1
Open
Mar 26, 2025
KLA
2.23%
▼ 8.98%
1
Open
Mar 26, 2025
IShares Bitcoin Trust Registered
2.77%
▼ 2.48%
1
Open
Mar 26, 2025
Caterpillar
0%
▲ 30.34%
3
Sell
Mar 15, 2025
Coca-Cola
0%
▲ 30.38%
3
Sell
Mar 15, 2025
Microsoft
0%
▲ 33.13%
4
Sell
Mar 15, 2025
Vanguard Mid-Cap Value ETF
0%
▲ 4.97%
2
Sell
Mar 15, 2025
Marathon Digital Holdings
2.57%
▼ 13.14%
3
Buy
Mar 15, 2025
Starbucks
0%
▲ 9.43%
3
Sell
Mar 15, 2025
Semler Scientific
4.31%
▼ 13.96%
1
Open
Mar 15, 2025
Arista Networks
2%
▼ 15.54%
1
Open
Mar 15, 2025
Danaher
1.33%
▼ 22.26%
2
Sell
Dec 31, 2024
Riot Platforms
3.65%
▼ 33.59%
3
Sell
Dec 31, 2024