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New Portfolio - New Portfolio

Eric

New Portfolio
Individual Investor
Ranked #125,999 out of 744,499 TipRanks' Investors
Success Rate
68%
36 out of 53
profitable transactions
Average Return
8.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.16%
6-Month Return▲ 14.28%
12-Month Return▲ 23.22%
YTD Return▲ 14.59%
Total Return▲ 10.59%

Best Trade

Opened at
Closed at-
Gain▲ 74.83%

Bio

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 4.54%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.94%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.26%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.34%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.35%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.14%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.50%
Jun 2024
▲ 13.13%
▲ 1.91%
▲ 0.38%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.54%
▼ 1.87%▲ 1.59%▲ 0.94%
▲ 14.08%▲ 5.22%▲ 5.26%
▲ 5.05%▲ 3.27%▲ 6.34%
▼ 12.40%▼ 4.03%▼ 5.35%
▲ 11.46%▲ 5.06%▲ 4.14%
▼ 2.25%▲ 3.53%▲ 2.50%
▲ 13.13%▲ 1.91%▲ 0.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
▲ 17.51%
2
Close
May 29, 2024
Texas Pacific Land
9.32%
▲ 44.85%
3
Open
Apr 18, 2024
Corebridge Financial, Inc.
16.72%
▲ 47.81%
4
Buy
Apr 18, 2024
T Rowe Price
▲ 8.92%
4
Close
Apr 18, 2024
CME Group
12.12%
▼ 6.73%
3
Buy
Apr 18, 2024
Apple
▼ 2.92%
5
Close
Mar 27, 2024
Starbucks
▲ 5.69%
6
Close
Feb 29, 2024
First Citizens BancShares
▲ 11.35%
2
Close
Feb 29, 2024
Copart
11.23%
▲ 7.84%
2
Buy
Feb 29, 2024
Berkshire Hathaway B
13.48%
▲ 0.43%
1
Open
Feb 29, 2024
Old Republic International
▲ 19.14%
5
Close
Feb 08, 2024
Ares Capital
▲ 10.59%
3
Close
Feb 08, 2024
Blackstone Group
▲ 31.11%
5
Close
Dec 06, 2023
SoFi Technologies
▲ 44.81%
4
Close
Dec 06, 2023
Texas Instruments
▲ 2.83%
2
Close
Dec 06, 2023
Allegro MicroSystems
▼ 30.61%
2
Close
Dec 06, 2023
Kenvue, Inc.
▼ 28.15%
2
Close
Dec 06, 2023
Pacer US Cash Cows 100 ETF
▲ 10.45%
2
Close
Dec 06, 2023
Trade Desk
12.28%
▲ 46.25%
1
Open
Dec 06, 2023
VanEck Semiconductor ETF
24.84%
▲ 72.28%
1
Open
Dec 06, 2023