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New Portfolio - New Portfolio

9865CE77

New Portfolio
Individual Investor
Ranked #14,915 out of 736,448 TipRanks' Investors
Success Rate
74%
66 out of 89
profitable transactions
Average Return
41.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.83%
6-Month Return▲ 23.11%
12-Month Return▲ 47.37%
YTD Return▲ 15.92%
Total Return▲ 61.56%

Best Trade

Opened at
Closed at-
Gain▲ 435.35%

Bio

Performance

16.12%0-16.12%
▼ 6.45%
▼ 2.17%
▲ 7.49%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 16.12%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.91%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.90%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.45%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.44%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.20%
Apr 2024
▲ 10.79%
▲ 5.47%
▲ 14.50%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▲ 7.49%
▲ 9.22%▲ 9.13%▲ 16.12%
▲ 5.14%▲ 4.57%▲ 5.91%
▼ 1.87%▲ 1.59%▼ 2.90%
▲ 14.08%▲ 5.22%▲ 7.45%
▲ 5.05%▲ 3.27%▲ 3.44%
▼ 12.40%▼ 4.03%▼ 6.20%
▲ 10.79%▲ 5.47%▲ 14.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Senior Secured Credit Opportunities ETF
▲ 1.53%
2
Close
Jul 29, 2023
Prometheus Biosciences
▲ 3.31%
2
Close
Jun 15, 2023
Digital Ally
0.01%
▼ 14.43%
2
Buy
Apr 28, 2023
Bitcoin
0%
▲ 142.88%
5
Buy
Apr 21, 2023
Apple
0.7%
▲ 18.68%
7
Buy
Apr 20, 2023
Coca-Cola Bottling Co Consolidated
0.54%
▲ 88.80%
3
Buy
Apr 20, 2023
California Orchard Company
0.03%
▲ 4.47%
1
Open
Apr 20, 2023
California Business Bank
0%
0.00%
1
Open
Apr 20, 2023
California BanCorp
0.01%
▲ 21.52%
1
Open
Apr 20, 2023
Intel
0.01%
▲ 1.35%
1
Open
Apr 20, 2023
iShares U.S. Treasury Bond ETF
0.01%
▼ 0.67%
1
Open
Apr 20, 2023
Microstrategy
0.01%
▲ 435.35%
1
Open
Apr 19, 2023
Bank of America
0.02%
▲ 42.90%
4
Buy
Apr 18, 2023
Berkshire Hathaway A
69.4%
▲ 28.93%
4
Buy
Apr 18, 2023
General Mills
0.01%
▼ 17.54%
3
Buy
Apr 18, 2023
PNC Financial
0%
▲ 29.41%
1
Open
Apr 18, 2023
Match Group
0.01%
▼ 18.47%
1
Open
Apr 17, 2023
Network International Holdings
0.01%
▲ 8.15%
1
Open
Apr 17, 2023
ProShares S&P Global Core Battery Metals ETF
0.15%
▼ 12.39%
2
Buy
Apr 16, 2023
GE Aerospace
0.08%
▲ 125.87%
3
Buy
Apr 16, 2023