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New Portfolio - New Portfolio

Tony

New Portfolio
Individual Investor
Ranked #152,557 out of 775,923 TipRanks' Investors
Success Rate
88%
7 out of 8
profitable transactions
Average Return
47.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.30%
6-Month Return▲ 11.73%
12-Month Return▲ 45.17%
YTD Return▲ 45.05%
Total Return▲ 100.93%

Best Trade

Opened at
Closed at-
Gain▲ 219.28%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 7.00%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.37%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.15%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.06%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.45%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 1.83%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.67%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.74%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 7.00%
▼ 2.25%▲ 3.53%▲ 5.37%
▲ 25.71%▲ 1.21%▲ 2.15%
▼ 4.22%▲ 2.34%▲ 2.06%
▲ 7.82%▲ 2.10%▲ 3.45%
▲ 5.38%▼ 0.89%▲ 1.83%
▲ 43.22%▲ 5.96%▲ 6.67%
▲ 3.34%▼ 1.56%▼ 3.74%

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%
▲ 38.16%
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%
▲ 31.84%
1
Open
Jun 23, 2023
Nvidia
25%
▲ 219.28%
1
Open
Jun 23, 2023
Accenture
25%
▲ 25.20%
1
Open
Jun 23, 2023