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Portfolio 1 - New Portfolio

Livio

Portfolio 1
Individual Investor
Ranked #190,952 out of 744,113 TipRanks' Investors
Success Rate
79%
11 out of 14
profitable transactions
Average Return
4.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.65%
6-Month Return▲ 22.83%
12-Month Return▲ 36.35%
YTD Return▲ 16.87%
Total Return▲ 15.93%

Best Trade

Opened at
Closed at-
Gain▲ 25.46%

Bio

Trading Portfolio 1

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 4.00%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.14%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 9.66%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.08%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.52%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.37%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.55%
Jun 2024
▲ 0.45%
▲ 0.88%
▲ 0.06%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.00%
▼ 1.87%▲ 1.59%▲ 2.14%
▲ 14.08%▲ 5.22%▲ 9.66%
▲ 5.05%▲ 3.27%▲ 3.08%
▼ 12.40%▼ 4.03%▼ 4.52%
▲ 11.46%▲ 5.06%▲ 5.37%
▼ 2.25%▲ 3.53%▲ 0.55%
▲ 0.45%▲ 0.88%▲ 0.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Howmet Aerospace
0.61%
▲ 25.46%
1
Open
Feb 15, 2024
Okta
0.51%
▲ 4.86%
1
Open
Feb 15, 2024
Amazon
▲ 8.85%
2
Close
Feb 08, 2024
PepsiCo
0.46%
▼ 5.01%
1
Open
Feb 08, 2024
Twilio
0.39%
▼ 19.80%
1
Open
Feb 08, 2024
Janus Henderson Group
0.54%
▲ 15.65%
1
Open
Feb 08, 2024
Intuitive Surgical
0.54%
▲ 12.37%
1
Open
Feb 08, 2024
Xcel Energy
▲ 3.13%
2
Close
Jan 25, 2021
Berkshire Hathaway B
▲ 4.17%
2
Close
Jun 10, 2020
Corteva
▲ 8.65%
2
Close
Jun 10, 2020
Procter & Gamble
▲ 0.99%
2
Close
Jun 10, 2020
Consolidated Edison
▲ 2.83%
2
Close
Jun 10, 2020
Visa
▲ 3.08%
2
Close
Jun 05, 2020
Bristol-Myers Squibb
▼ 0.73%
2
Close
Jun 03, 2020