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Aulden Harlech-Jones and Rachael K Harlech-Jones - New Portfolio

Aulden Harlech-Jones and Rachael K Harlech-Jones
Individual Investor
Ranked #322,434 out of 734,495 TipRanks' Investors
Success Rate
46%
74 out of 160
profitable transactions
Average Return
6.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.58%
6-Month Return▲ 26.26%
12-Month Return-
YTD Return▲ 5.70%
Total Return▲ 16.60%

Best Trade

Opened at
Closed at-
Gain▲ 461.26%

Bio

Performance

15.54%0-15.54%
▼ 6.45%
▼ 2.17%
▼ 13.58%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 12.53%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 15.54%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 5.40%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.42%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 1.36%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.68%
Apr 2024
▲ 12.37%
▲ 5.54%
▲ 6.50%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 13.58%
▲ 9.22%▲ 9.13%▲ 12.53%
▲ 5.14%▲ 4.57%▲ 15.54%
▼ 1.87%▲ 1.59%▼ 5.40%
▲ 14.08%▲ 5.22%▲ 10.42%
▲ 5.05%▲ 3.27%▼ 1.36%
▼ 12.40%▼ 4.03%▼ 3.68%
▲ 12.37%▲ 5.54%▲ 6.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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2
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Sell
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Close
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Close
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▲ 194.66%
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Sell
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▲ 66.94%
7
Buy
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▲ 74.31%
4
Sell
Mar 26, 2024
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2
Close
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▲ 174.91%
3
Sell
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4.02%
▼ 25.51%
3
Sell
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25.75%
▼ 14.83%
14
Buy
Mar 06, 2024
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▲ 26.69%
2
Sell
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▲ 49.04%
4
Sell
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SoundHound AI, Inc Class A
0.68%
▲ 164.69%
6
Sell
Mar 01, 2024
Visa
2.25%
▼ 0.51%
1
Buy
Mar 01, 2024
Alphabet Class A
7%
▲ 59.99%
5
Buy
Feb 29, 2024
Li Auto
1.01%
▼ 18.01%
5
Sell
Feb 26, 2024
Moderna
1.42%
▲ 35.78%
1
Buy
Feb 26, 2024
Elevance Health
▲ 7.17%
2
Sell
Feb 23, 2024