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New Portfolio - New Portfolio

Tony

New Portfolio
Individual Investor
Ranked #127,575 out of 747,498 TipRanks' Investors
Success Rate
88%
7 out of 8
profitable transactions
Average Return
39.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.80%
6-Month Return▲ 24.68%
12-Month Return▲ 45.59%
YTD Return▲ 33.45%
Total Return▲ 84.87%

Best Trade

Opened at
Closed at-
Gain▲ 179.48%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 7.00%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 9.06%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.50%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.37%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.41%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.00%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.37%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 3.75%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 7.00%
▼ 1.87%▲ 1.59%▲ 9.06%
▲ 14.08%▲ 5.22%▲ 10.50%
▲ 5.05%▲ 3.27%▲ 3.37%
▼ 12.40%▼ 4.03%▼ 8.41%
▲ 11.46%▲ 5.06%▲ 7.00%
▼ 2.25%▲ 3.53%▲ 5.37%
▲ 25.65%▲ 0.88%▲ 3.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pacwest Bancorp
▲ 4.56%
2
Close
Nov 30, 2023
Banc of California
25%
▲ 27.27%
1
Open
Nov 30, 2023
Harmonic
▲ 89.42%
2
Close
Jun 23, 2023
Joint
▼ 59.98%
2
Close
Jun 23, 2023
Shopify
▲ 32.62%
2
Close
Jun 23, 2023
Microsoft
25%
▲ 31.49%
1
Open
Jun 23, 2023
Nvidia
25%
▲ 179.48%
1
Open
Jun 23, 2023
Accenture
25%
▲ 12.50%
1
Open
Jun 23, 2023