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투자가즐거운아이 - New Portfolio

millennialmoney.asia

투자가즐거운아이
Individual Investor
Ranked #4,080 out of 783,619 TipRanks' Investors
Success Rate
86%
84 out of 98
profitable transactions
Average Return
66.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.01%
6-Month Return▲ 1.00%
12-Month Return▲ 9.38%
YTD Return▲ 0.01%
Total Return▲ 91.46%

Best Trade

Opened at
Closed at
Gain▲ 446.92%

Bio

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Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.03%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.88%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.69%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.95%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.90%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 2.27%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.89%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 0.01%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.03%
▲ 8.13%▲ 1.21%▲ 2.88%
▼ 13.14%▲ 2.34%▲ 0.69%
▲ 2.93%▲ 2.10%▲ 2.95%
▲ 9.99%▼ 0.89%▼ 1.90%
▲ 26.04%▲ 5.96%▲ 2.27%
▲ 5.93%▼ 2.41%▼ 2.89%
▲ 3.19%▲ 2.68%▲ 0.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Southwestern Energy
▲ 288.16%
7
Close
Sep 30, 2024
Expand Energy
3.53%
▲ 25.64%
1
Open
Sep 30, 2024
ProShares UltraPro Short QQQ
0.05%
▼ 94.58%
1
Open
Aug 21, 2020
Boeing
1.54%
▲ 13.10%
1
Open
Mar 25, 2020
Macy's
2.43%
▲ 52.69%
5
Buy
Mar 25, 2020
Hercules Capital
1.28%
▲ 218.27%
4
Buy
Mar 25, 2020
Simon Property
6.06%
▲ 132.96%
3
Buy
Mar 25, 2020
Realty Income
0.95%
▲ 21.79%
3
Open
Mar 25, 2020
iShares Gold Trust
▲ 8.83%
3
Close
Mar 25, 2020
iShares U.S. Treasury Bond ETF
▲ 7.31%
2
Close
Mar 25, 2020
iShares 7-10 Year Treasury Bond ETF
▲ 8.27%
2
Close
Mar 25, 2020
iShares 20+ Year Treasury Bond ETF
▲ 19.24%
2
Close
Mar 25, 2020
iShares MSCI Brazil ETF
0.88%
▼ 7.98%
2
Buy
Feb 27, 2020
Coca-Cola
2.75%
▲ 35.44%
4
Buy
Feb 26, 2020
Exxon Mobil
3.74%
▲ 159.70%
1
Open
Feb 26, 2020
3M
1.33%
▲ 50.38%
1
Open
Feb 26, 2020
Altria Group
6.75%
▲ 78.54%
5
Buy
Feb 26, 2020
AT&T
4.12%
▲ 22.26%
5
Buy
Feb 26, 2020
Apple
8.24%
▲ 234.17%
1
Open
Feb 26, 2020
Merck & Company
4.29%
▲ 46.17%
3
Buy
Feb 26, 2020