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New Portfolio - New Portfolio

Erik J.

New Portfolio
Individual Investor
Ranked #178,918 out of 789,725 TipRanks' Investors
Success Rate
63%
34 out of 54
profitable transactions
Average Return
13.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.19%
6-Month Return▲ 13.75%
12-Month Return▲ 27.69%
YTD Return▲ 7.58%
Total Return▲ 31.44%

Best Trade

Opened at
Closed at-
Gain▲ 304.19%

Bio

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▼ 0.40%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.54%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.82%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 4.02%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.35%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 2.93%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.34%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.13%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 0.40%
▼ 13.14%▲ 2.34%▼ 2.54%
▲ 2.93%▲ 2.10%▲ 3.82%
▲ 10.01%▼ 0.89%▼ 4.02%
▲ 26.01%▲ 5.96%▲ 6.35%
▲ 5.96%▼ 2.41%▼ 2.93%
▲ 5.25%▲ 2.69%▲ 5.34%
▼ 12.86%▼ 1.27%▲ 2.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Goldman Sachs Group
2.33%
▲ 20.03%
1
Open
Oct 27, 2024
Spotify Technology SA
2.33%
▲ 58.19%
1
Open
Oct 27, 2024
Marvel Discovery Corp
▼ 34.78%
2
Close
Oct 03, 2024
Marvell
2.33%
▲ 27.28%
1
Open
Oct 03, 2024
AGNC Investment
2.33%
▲ 6.05%
1
Open
Sep 30, 2024
Annaly Capital
2.33%
▲ 13.36%
1
Open
Sep 30, 2024
Yatra Online
▲ 7.50%
2
Close
Sep 25, 2024
SAP AG
2.33%
▲ 31.88%
1
Open
Aug 09, 2024
Micron
2.33%
▲ 0.84%
1
Open
Aug 09, 2024
Uber Technologies
2.33%
▲ 10.90%
1
Open
Aug 09, 2024
Deutsche Lufthansa AG
2.33%
▲ 17.20%
1
Open
Aug 09, 2024
Roche Holding
2.33%
▲ 3.88%
1
Open
Aug 09, 2024
Eli Lilly & Co
2.33%
▲ 3.74%
1
Open
Aug 09, 2024
Global X Blockchain & Bitcoin Strategy ETF
2.33%
▲ 20.19%
1
Open
Aug 09, 2024
Allianz
2.33%
▲ 29.07%
1
Open
Aug 09, 2024
Berkshire Hathaway B
2.33%
▲ 19.03%
1
Open
Aug 09, 2024
Global X Hydrogen ETF
2.33%
▼ 17.21%
1
Open
Aug 09, 2024
RWE AG
2.33%
▼ 9.41%
1
Open
Jun 23, 2024
freenet
2.33%
▲ 23.91%
1
Open
Jun 23, 2024
Novonesis
2.33%
▼ 2.39%
1
Open
Jun 22, 2024