tiprankstipranks

Portfolio #1 - New Portfolio

Simon

Portfolio #1
Individual Investor
Ranked #229,215 out of 733,923 TipRanks' Investors
Success Rate
33%
15 out of 45
profitable transactions
Average Return
38.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 16.34%
6-Month Return▲ 24.08%
12-Month Return▼ 3.40%
YTD Return▼ 4.02%
Total Return▲ 80.01%

Best Trade

Opened at
Closed at
Gain▲ 1456.41%

Bio

Mostly Bio sector

Performance

25.23%0-25.23%
▼ 6.45%
▼ 2.17%
▼ 10.37%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 25.23%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 20.20%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.64%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 11.69%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 7.81%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 17.60%
Apr 2024
▲ 6.35%
▲ 3.77%
▲ 17.39%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 10.37%
▲ 9.22%▲ 9.13%▲ 25.23%
▲ 5.14%▲ 4.57%▲ 20.20%
▼ 1.87%▲ 1.59%▼ 3.64%
▲ 14.08%▲ 5.22%▲ 11.69%
▲ 5.05%▲ 3.27%▼ 7.81%
▼ 12.40%▼ 4.03%▼ 17.60%
▲ 6.35%▲ 3.77%▲ 17.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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TG Therapeutics
69.5%
▲ 32.37%
6
Buy
Feb 22, 2024
Esperion
3.16%
▼ 63.90%
4
Buy
Feb 21, 2024
Opko Health
▼ 69.72%
5
Close
Jan 22, 2024
TriplePoint Venture Growth
▲ 51.35%
2
Close
Jan 22, 2024
Zevra Therapeutics
▼ 34.03%
2
Close
Jan 22, 2024
Nokia
▼ 35.92%
2
Close
Jan 22, 2024
Prospect Capital
▲ 68.36%
2
Close
Jan 22, 2024
MidCap Financial Investment Corporation
▲ 162.55%
2
Close
Jan 22, 2024
GrowGeneration
▼ 94.48%
2
Close
Jan 22, 2024
Jounce Therapeutics
▼ 73.30%
2
Close
May 03, 2023
Preferred Apartment Communities
▲ 410.83%
2
Close
Jun 23, 2022
Array Technologies
0%
▲ 77.56%
1
Open
Apr 25, 2022
Luminar Technologies
0.23%
▼ 86.30%
1
Open
Apr 23, 2022
Arrowhead Pharmaceuticals
▲ 175.76%
4
Close
Apr 23, 2022
Block
0%
▼ 50.73%
1
Open
Jan 07, 2022
Axsome Therapeutics
13.09%
▲ 115.45%
2
Buy
Jan 04, 2022
Fate Therapeutics
0.51%
▼ 92.28%
2
Buy
Jan 04, 2022
Crispr Therapeutics AG
13.47%
▼ 22.89%
2
Buy
Jan 04, 2022
Celldex
▲ 685.95%
4
Close
Dec 04, 2021
Adaptive Biotechnologies
0%
▼ 85.74%
1
Open
Nov 28, 2021