tiprankstipranks

Portfolio IB - New Portfolio

Simha

Portfolio IB
Individual Investor
Ranked #51,220 out of 733,923 TipRanks' Investors
Success Rate
68%
83 out of 123
profitable transactions
Average Return
12.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.04%
6-Month Return▲ 22.02%
12-Month Return▲ 12.53%
YTD Return▲ 9.61%
Total Return▲ 24.88%

Best Trade

Opened at
Closed at-
Gain▲ 237.60%

Bio

Performance

14.97%0-14.97%
▼ 6.45%
▼ 2.17%
▼ 14.76%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.90%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 14.97%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.69%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 11.51%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.99%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.19%
Apr 2024
▲ 6.35%
▲ 3.77%
▲ 5.73%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 14.76%
▲ 9.22%▲ 9.13%▲ 7.90%
▲ 5.14%▲ 4.57%▲ 14.97%
▼ 1.87%▲ 1.59%▼ 4.69%
▲ 14.08%▲ 5.22%▲ 11.51%
▲ 5.05%▲ 3.27%▲ 3.99%
▼ 12.40%▼ 4.03%▼ 6.19%
▲ 6.35%▲ 3.77%▲ 5.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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JPMorgan Chase & Co.
2.44%
▲ 2.24%
4
Buy
Apr 29, 2024
American Express
3.65%
▲ 78.91%
2
Sell
Apr 12, 2024
Eaton
3%
▲ 2.29%
2
Buy
Apr 12, 2024
Invitation Homes
▲ 15.93%
4
Close
Apr 07, 2024
MKS Instruments
3.76%
▲ 34.72%
3
Buy
Apr 07, 2024
Vita Coco Company
▼ 5.73%
6
Close
Apr 07, 2024
Walmart
3.62%
▲ 5.28%
2
Buy
Mar 13, 2024
GoDaddy
4.01%
▲ 18.11%
2
Buy
Mar 12, 2024
Direxion Daily S&P Biotech Bull 3X Shares
3.85%
▲ 26.82%
6
Sell
Mar 11, 2024
Abercrombie Fitch
▲ 11.76%
3
Close
Mar 11, 2024
Nio
0.35%
▼ 58.00%
3
Sell
Mar 08, 2024
MoneyLion
▲ 21.50%
2
Close
Mar 08, 2024
iShares Semiconductor ETF
4.07%
▲ 20.65%
2
Buy
Mar 06, 2024
Health Care Select Sector SPDR Fund
▲ 5.68%
2
Close
Mar 05, 2024
Grayscale Bitcoin
▲ 12.04%
2
Close
Feb 23, 2024
Vista Outdoor
2.09%
▲ 16.91%
4
Sell
Feb 15, 2024
WisdomTree India Earnings Fund
3.05%
▲ 2.67%
2
Buy
Feb 15, 2024
Meta Platforms
4.99%
▲ 64.66%
4
Buy
Feb 06, 2024
HP
2.32%
▲ 15.10%
3
Buy
Jan 24, 2024
GE Aerospace
▲ 13.41%
2
Close
Jan 24, 2024