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****0240 - New Portfolio

Genius Investor

****0240
Individual Investor
Ranked #323,281 out of 747,498 TipRanks' Investors
Success Rate
48%
15 out of 31
profitable transactions
Average Return
9.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.42%
6-Month Return▲ 16.00%
12-Month Return▲ 27.41%
YTD Return▲ 12.24%
Total Return▲ 31.57%

Best Trade

Opened at
Closed at
Gain▲ 76.40%

Bio

Tech based, market tracker, looking to expand into energy and oil as well.

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 8.28%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.72%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.56%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 8.46%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.09%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.26%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.18%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 0.31%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 8.28%
▼ 1.87%▲ 1.59%▼ 1.72%
▲ 14.08%▲ 5.22%▲ 3.56%
▲ 5.05%▲ 3.27%▲ 8.46%
▼ 12.40%▼ 4.03%▼ 0.09%
▲ 11.46%▲ 5.06%▲ 0.26%
▼ 2.25%▲ 3.53%▲ 1.18%
▲ 25.65%▲ 0.88%▲ 0.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
20.11%
▲ 65.44%
3
Sell
Apr 19, 2024
Delta Air Lines
12.38%
▲ 19.90%
3
Sell
Apr 19, 2024
Lockheed Martin
10.75%
▲ 2.72%
1
Buy
Apr 19, 2024
Valero Energy
17.61%
▲ 32.08%
4
Buy
Mar 19, 2024
Walt Disney
17.34%
▼ 13.32%
1
Buy
Feb 08, 2024
Tesla
16.24%
▲ 6.48%
2
Buy
Jan 30, 2024
Triumph Financial
▲ 54.35%
3
Close
Jan 05, 2024
Livent
▼ 37.29%
2
Close
Apr 25, 2023
Apple
▼ 5.17%
5
Close
Sep 08, 2022
Vanguard S&P 500 ETF
▼ 11.60%
4
Close
Sep 08, 2022
Vanguard Information Technology ETF
▼ 6.32%
3
Sell
Sep 08, 2022
Vanguard Consumer Discretionary ETF
▲ 0.11%
3
Sell
Sep 08, 2022
Meta Platforms
▼ 5.69%
2
Sell
Sep 08, 2022
Invesco QQQ Trust
▼ 8.41%
2
Sell
Sep 08, 2022
Petroleo Brasileiro SA- Petrobras
▼ 6.37%
2
Close
Sep 08, 2022
Walmart
▼ 2.52%
2
Close
Aug 26, 2022
Syros Pharmaceuticals
▲ 6.59%
2
Close
Aug 26, 2022