tiprankstipranks

Strategy Test Portfolio - New Portfolio

Lisle Wallace

Strategy Test Portfolio
Individual Investor
Ranked #440,703 out of 734,331 TipRanks' Investors
Success Rate
56%
39 out of 70
profitable transactions
Average Return
-0.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.87%
6-Month Return▲ 4.51%
12-Month Return-
YTD Return▼ 0.95%
Total Return▲ 1.78%

Best Trade

Opened at
Closed at-
Gain▲ 65.76%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 5.59%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.46%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.77%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 5.28%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.34%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.41%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.26%
Apr 2024
▲ 6.35%
▲ 3.77%
▲ 5.59%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 5.59%
▲ 9.22%▲ 9.13%▲ 7.46%
▲ 5.14%▲ 4.57%▲ 5.77%
▼ 1.87%▲ 1.59%▼ 5.28%
▲ 14.08%▲ 5.22%▲ 6.34%
▲ 5.05%▲ 3.27%▲ 0.41%
▼ 12.40%▼ 4.03%▼ 7.26%
▲ 6.35%▲ 3.77%▲ 5.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Veeva Systems
0.01%
▼ 5.52%
2
Sell
Mar 18, 2024
Kinsale Capital Group
0.01%
▼ 8.86%
2
Sell
Mar 18, 2024
Block
4.36%
▼ 10.16%
2
Buy
Mar 18, 2024
Eli Lilly & Co
2.99%
▲ 0.02%
2
Buy
Mar 18, 2024
Vertiv Holdings
2.61%
▲ 27.99%
1
Open
Mar 18, 2024
e.l.f. Beauty
1.42%
▼ 17.94%
1
Open
Mar 18, 2024
Co dbx Inf Tec Accum.Ptg.Shs Class -1C- USD
1.95%
▲ 0.26%
1
Open
Mar 18, 2024
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
1.99%
▲ 1.91%
1
Open
Mar 18, 2024
iShares Dow Jones Global Titans 50 UCITS ETF (DE)
2%
▲ 2.24%
1
Open
Mar 18, 2024
Coca-Cola
2.14%
▲ 1.07%
3
Open
Feb 27, 2024
Tesla
0.01%
▼ 22.36%
2
Buy
Feb 27, 2024
JOYY
1.45%
▼ 2.11%
2
Buy
Feb 27, 2024
BigCommerce Holdings
0%
▼ 27.62%
2
Sell
Feb 27, 2024
Broadcom
2.37%
▲ 36.34%
2
Buy
Feb 27, 2024
S&P Global
0.01%
▲ 10.99%
2
Sell
Feb 27, 2024
Pfizer
0%
▼ 13.22%
2
Sell
Feb 27, 2024
ServiceNow
1.67%
▼ 6.69%
2
Buy
Feb 27, 2024
Nvidia
3.72%
▲ 16.09%
1
Open
Feb 27, 2024
Microsoft
2.34%
▲ 2.23%
1
Open
Feb 27, 2024
Alphabet Class A
2.28%
▲ 22.65%
1
Open
Feb 27, 2024