tiprankstipranks

Learning Since Oct 2023 - New Portfolio

Learning Since Oct 2023
Individual Investor
Ranked #8,827 out of 733,455 TipRanks' Investors
Success Rate
86%
87 out of 101
profitable transactions
Average Return
15.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.89%
6-Month Return▲ 26.90%
12-Month Return-
YTD Return▲ 16.25%
Total Return▲ 38.22%

Best Trade

Opened at
Closed at-
Gain▲ 77.67%

Bio

Learning how to invest in mid-risk stocks, following a quality investing style towards long-term returns that outperform the S&P 500 index. Looking forward to reach 4 digits in investments in the end of 2024, and 5 digit in early 2028.

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▲ 1.90%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 11.86%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.32%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.35%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.12%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.24%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.74%
Apr 2024
▲ 6.09%
▲ 3.03%
▲ 3.55%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▲ 1.90%
▲ 9.22%▲ 9.13%▲ 11.86%
▲ 5.14%▲ 4.57%▲ 4.32%
▼ 1.87%▲ 1.59%▲ 3.35%
▲ 14.08%▲ 5.22%▲ 8.12%
▲ 5.05%▲ 3.27%▲ 2.24%
▼ 12.40%▼ 4.03%▼ 1.74%
▲ 6.09%▲ 3.03%▲ 3.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Amazon
12.07%
▲ 39.39%
12
Sell
Apr 26, 2024
Netflix
10.15%
▲ 15.76%
4
Sell
Apr 26, 2024
Alphabet Class C
11.04%
▲ 14.80%
6
Sell
Apr 26, 2024
Salesforce
10.84%
▼ 3.09%
2
Buy
Apr 26, 2024
Intuit
9.36%
▲ 26.09%
14
Sell
Apr 12, 2024
Mastercard
6.76%
▲ 19.48%
10
Sell
Apr 12, 2024
Moody's
▲ 1.35%
3
Close
Apr 12, 2024
Chipotle
13.9%
▲ 51.67%
7
Buy
Mar 22, 2024
S&P Global
8.28%
▲ 2.00%
2
Buy
Mar 22, 2024
Texas Roadhouse
10.94%
▲ 22.80%
7
Buy
Mar 11, 2024
Palo Alto Networks
▲ 5.79%
2
Close
Mar 11, 2024
Walt Disney
▲ 14.25%
6
Close
Feb 22, 2024
Thermo Fisher
▲ 16.43%
6
Close
Feb 12, 2024
Spotify Technology SA
▼ 2.55%
2
Close
Feb 12, 2024
VICI Properties
▲ 7.88%
7
Close
Jan 19, 2024
Microsoft
▲ 10.36%
12
Close
Jan 11, 2024
Canadian Pacific Kansas City
6.64%
▲ 11.64%
3
Buy
Dec 19, 2023
The Hershey Company
▼ 5.25%
4
Close
Dec 15, 2023
Uber Technologies
▲ 0.26%
2
Close
Dec 15, 2023
Old Dominion Freight
▲ 3.54%
2
Close
Dec 14, 2023