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My Portofolio - New Portfolio

PerformancePortfolio Details

My Portofolio
Individual Investor
Ranked #160,081 out of 775,923 TipRanks' Investors
Success Rate
64%
42 out of 66
profitable transactions
Average Return
12.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.83%
6-Month Return▼ 21.16%
12-Month Return▼ 32.09%
YTD Return▼ 33.84%
Total Return▼ 67.53%

Best Trade

AssetNio (NIO)
Opened at
Closed at
Gain▲ 244.64%

Bio

Long term-Growth portofolio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.01%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.38%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 0.18%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 10.95%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 1.82%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 4.72%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.74%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 9.55%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.01%
▼ 2.25%▲ 3.53%▲ 0.38%
▲ 25.71%▲ 1.21%▼ 0.18%
▼ 4.22%▲ 2.34%▼ 10.95%
▲ 7.82%▲ 2.10%▼ 1.82%
▲ 5.38%▼ 0.89%▼ 4.72%
▲ 43.22%▲ 5.96%▲ 3.74%
▲ 3.34%▼ 1.56%▼ 9.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CVX
Chevron
20%
▼ 7.16%
1
Open
Dec 13, 2024
ATKR
Atkore International Group
―
▲ 14.23%
2
Close
Nov 26, 2024
AMD
Advanced Micro Devices
20%
▼ 13.44%
1
Open
Nov 26, 2024
OXY
Occidental Petroleum
20%
▼ 16.94%
1
Open
Aug 23, 2024
VZ
Verizon
―
▼ 3.24%
2
Close
Aug 02, 2024
INTC
Intel
―
▼ 41.37%
2
Close
Aug 02, 2024
CNI
Canadian National Railway
20%
▼ 8.96%
1
Open
Aug 02, 2024
CP
Canadian Pacific Kansas City
20%
▼ 8.16%
1
Open
Aug 02, 2024
STOR
Store Capital
―
▲ 28.85%
2
Close
Feb 03, 2023
INO
Inovio Pharmaceuticals
―
▼ 83.17%
2
Close
Jun 15, 2022
QFIN
Qifu Technology
―
▲ 14.03%
2
Close
Jun 15, 2022
SHIP
Seanergy Maritime
―
▼ 11.67%
2
Close
Mar 26, 2021
EPD
Enterprise Products Partners
―
▲ 14.10%
5
Close
Jan 26, 2021
TSLA
Tesla
―
▲ 170.78%
2
Close
Sep 17, 2020
WFC
Wells Fargo
―
▼ 1.60%
9
Close
Sep 17, 2020
NIO
Nio
―
▲ 244.64%
2
Close
Sep 17, 2020
IVR
Invesco Mortgage
―
▼ 4.58%
2
Close
Sep 17, 2020
XOM
Exxon Mobil
―
▼ 8.55%
2
Close
Aug 25, 2020
SPG
Simon Property
―
▲ 4.89%
2
Close
Aug 25, 2020
FL
Foot Locker
―
▲ 21.38%
4
Close
Aug 25, 2020