New Portfolio - New Portfolio

Alpha

New Portfolio
Individual Investor
Ranked #461,402 out of 755,539 TipRanks' Investors
Success Rate
46%
6 out of 13
profitable transactions
Average Return
-9.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.17%
6-Month Return▼ 2.37%
12-Month Return▲ 7.48%
YTD Return▼ 1.81%
Total Return▼ 19.44%

Best Trade

Opened at
Closed at-
Gain▲ 149.75%

Bio

Alpha

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 14.06%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.37%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.61%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.61%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.38%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.69%
Aug 2024
▼ 12.37%
▼ 4.14%
▼ 6.15%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 14.06%
▲ 5.05%▲ 3.27%▼ 0.37%
▼ 12.40%▼ 4.03%▼ 6.65%
▲ 11.46%▲ 5.06%▲ 2.61%
▼ 2.25%▲ 3.53%▲ 0.61%
▲ 25.76%▲ 1.21%▲ 1.38%
▼ 4.21%▲ 2.34%▲ 3.69%
▼ 12.37%▼ 4.14%▼ 6.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Illumina
4.15%
▼ 54.47%
1
Open
Feb 24, 2020
Meta Platforms
25.04%
▲ 149.75%
1
Open
Feb 24, 2020
Carnival
3.92%
▼ 62.00%
3
Buy
Feb 24, 2020
Revolve Group
5.23%
▲ 12.25%
2
Buy
Feb 24, 2020
Microsoft
▲ 0.04%
4
Close
Feb 24, 2020
OneConnect Financial Technology
0.03%
▼ 99.14%
1
Open
Feb 19, 2020
Alphabet Class C
50.76%
▲ 100.63%
1
Open
Feb 12, 2020
NextEra Energy
10.67%
▲ 34.01%
1
Open
Feb 05, 2020
Beyond Meat
0.2%
▼ 94.63%
1
Open
Feb 05, 2020