tiprankstipranks

Current Holdings - New Portfolio

Current Holdings
Individual Investor
Ranked #94,898 out of 732,952 TipRanks' Investors
Success Rate
66%
64 out of 97
profitable transactions
Average Return
2.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.41%
6-Month Return▲ 22.71%
12-Month Return▲ 23.66%
YTD Return▲ 8.97%
Total Return▼ 16.97%

Best Trade

Opened at
Closed at-
Gain▲ 67.20%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 2.28%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.89%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.91%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.57%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.88%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.93%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.96%
Apr 2024
▲ 5.65%
▲ 3.02%
▲ 1.55%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 2.28%
▲ 9.22%▲ 9.13%▲ 7.89%
▲ 5.14%▲ 4.57%▲ 6.91%
▼ 1.87%▲ 1.59%▲ 0.57%
▲ 14.08%▲ 5.22%▲ 4.88%
▲ 5.05%▲ 3.27%▲ 5.93%
▼ 12.40%▼ 4.03%▼ 3.96%
▲ 5.65%▲ 3.02%▲ 1.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Tesla
1.24%
▲ 20.63%
5
Open
Jan 30, 2024
ProShares Bitcoin Strategy ETF
1.78%
▲ 22.91%
2
Buy
Jan 24, 2024
Invesco QQQ Trust
7.34%
▲ 14.67%
2
Buy
Jan 02, 2024
Exxon Mobil
4.44%
▲ 13.58%
3
Buy
Dec 13, 2023
Ford Motor
6.53%
▲ 3.36%
6
Buy
Sep 28, 2023
Realty Income
▼ 7.23%
2
Close
Aug 30, 2023
SolarEdge Technologies
▼ 30.69%
2
Close
Aug 30, 2023
SoFi Technologies
▼ 23.67%
2
Close
Aug 30, 2023
Altria Group
▼ 1.98%
2
Close
Aug 30, 2023
CVS Health
3.11%
▼ 23.23%
2
Sell
Aug 22, 2023
J.P. Morgan Nasdaq Equity Premium Income ETF
12.06%
▲ 19.51%
2
Buy
Aug 22, 2023
Rio Tinto
0%
▲ 21.17%
2
Sell
Aug 13, 2023
AT&T
0%
▲ 18.90%
2
Sell
Aug 07, 2023
Deutsche Bank AG
0%
▲ 65.08%
3
Sell
Aug 02, 2023
Advanced Micro Devices
0%
▲ 1.58%
5
Open
Jul 31, 2023
Visa
0%
▲ 11.25%
4
Sell
Jul 28, 2023
Amazon
▼ 2.87%
10
Close
Jul 03, 2023
Micron
▲ 5.88%
8
Close
Jun 27, 2023
Target
3.39%
▲ 24.07%
1
Open
Jun 20, 2023
Schrodinger
▼ 40.55%
2
Close
Jun 16, 2023