New Portfolio - New Portfolio

Erik J.

New Portfolio
Individual Investor
Ranked #322,693 out of 764,150 TipRanks' Investors
Success Rate
54%
29 out of 54
profitable transactions
Average Return
5.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.14%
6-Month Return▲ 10.78%
12-Month Return▲ 34.38%
YTD Return▲ 16.05%
Total Return▲ 22.38%

Best Trade

Opened at
Closed at-
Gain▲ 182.42%

Bio

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 4.51%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 1.33%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.90%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.77%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 0.28%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 2.84%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 4.24%
Sep 2024
▲ 13.28%
▲ 1.40%
▼ 1.14%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 4.51%
▼ 12.40%▼ 4.03%▲ 1.33%
▲ 11.46%▲ 5.06%▲ 3.90%
▼ 2.25%▲ 3.53%▲ 6.77%
▲ 25.72%▲ 1.21%▼ 0.28%
▼ 4.21%▲ 2.34%▼ 2.84%
▲ 7.81%▲ 2.10%▲ 4.24%
▲ 13.28%▲ 1.40%▼ 1.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Goldman Sachs Group
2.33%
▲ 0.16%
1
Open
Oct 27, 2024
Spotify Technology SA
2.33%
▲ 2.51%
1
Open
Oct 27, 2024
Marvel Discovery Corp
▼ 34.78%
2
Close
Oct 03, 2024
Marvell
2.33%
▲ 14.71%
1
Open
Oct 03, 2024
AGNC Investment
2.33%
▼ 8.13%
1
Open
Sep 30, 2024
Annaly Capital
2.33%
▼ 3.69%
1
Open
Sep 30, 2024
Yatra Online
▲ 7.50%
2
Close
Sep 25, 2024
SAP AG
2.33%
▲ 13.82%
1
Open
Aug 09, 2024
Micron
2.33%
▲ 11.94%
1
Open
Aug 09, 2024
Uber Technologies
2.33%
▲ 15.89%
1
Open
Aug 09, 2024
Deutsche Lufthansa AG
2.33%
▲ 12.47%
1
Open
Aug 09, 2024
Roche Holding
2.33%
▼ 1.79%
1
Open
Aug 09, 2024
Eli Lilly & Co
2.33%
▼ 4.90%
1
Open
Aug 09, 2024
Global X Blockchain & Bitcoin Strategy ETF
2.33%
▲ 22.67%
1
Open
Aug 09, 2024
Allianz
2.33%
▲ 14.11%
1
Open
Aug 09, 2024
Berkshire Hathaway B
2.33%
▲ 5.40%
1
Open
Aug 09, 2024
Global X Hydrogen ETF
2.33%
▼ 9.20%
1
Open
Aug 09, 2024
RWE AG
2.33%
▼ 9.80%
1
Open
Jun 23, 2024
freenet
2.33%
▲ 8.84%
1
Open
Jun 23, 2024
Novonesis
2.33%
▲ 1.21%
1
Open
Jun 22, 2024