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New Portfolio - New Portfolio

PerformancePortfolio Details

MosiTrader

New Portfolio
Individual Investor
Ranked #488,804 out of 736,443 TipRanks' Investors
Success Rate
43%
247 out of 570
profitable transactions
Average Return
-7.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.26%
6-Month Return▲ 9.41%
12-Month Return▲ 9.99%
YTD Return▼ 2.39%
Total Return▼ 34.56%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 711.61%

Bio

Long

Performance

15.37%0-15.37%
▼ 6.45%
▼ 2.17%
▼ 9.19%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 15.37%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 11.31%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.89%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.73%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 1.02%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.64%
Apr 2024
▲ 11.22%
▲ 5.47%
▲ 3.76%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 9.19%
▲ 9.22%▲ 9.13%▲ 15.37%
▲ 5.14%▲ 4.57%▲ 11.31%
▼ 1.87%▲ 1.59%▼ 2.89%
▲ 14.08%▲ 5.22%▲ 3.73%
▲ 5.05%▲ 3.27%▼ 1.02%
▼ 12.40%▼ 4.03%▼ 5.64%
▲ 11.22%▲ 5.47%▲ 3.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CLOV
Clover Health Investments
0.12%
▼ 33.98%
11
Buy
May 07, 2024
DIS
Walt Disney
0.92%
▲ 16.14%
4
Sell
May 02, 2024
PFE
Pfizer
2.51%
▲ 6.41%
6
Buy
May 02, 2024
AAPL
Apple
4.19%
▲ 28.72%
11
Buy
Apr 19, 2024
TTD
Trade Desk
―
▲ 19.96%
10
Close
Mar 28, 2024
QCOM
Qualcomm
―
▲ 23.19%
5
Close
Mar 12, 2024
MELI
Mercadolibre
―
▲ 6.00%
6
Close
Mar 07, 2024
META
Meta Platforms
0.43%
▲ 135.22%
7
Sell
Mar 06, 2024
SNOW
Snowflake
0.92%
▼ 26.24%
2
Buy
Feb 29, 2024
MITK
Mitek Systems
1.01%
▼ 18.03%
6
Buy
Feb 27, 2024
ZM
Zoom Video Communications
1.35%
▼ 51.65%
12
Buy
Feb 27, 2024
NET
Cloudflare
―
▲ 13.96%
9
Close
Feb 08, 2024
TSM
Taiwan Semiconductor Manufacturing
2.46%
▲ 65.75%
10
Sell
Feb 02, 2024
CAT
Caterpillar
―
▲ 31.77%
4
Close
Jan 25, 2024
BAC
Bank of America
0.93%
▲ 24.25%
5
Buy
Jan 11, 2024
AYX
Alteryx
―
▲ 0.32%
3
Close
Jan 10, 2024
CHPT
ChargePoint Holdings
0.15%
▼ 64.58%
6
Buy
Jan 10, 2024
MRNA
Moderna
―
▲ 71.35%
8
Close
Jan 08, 2024
CTRA
Coterra Energy
1.96%
▲ 6.86%
9
Buy
Jan 08, 2024
SBUX
Starbucks
―
▼ 1.35%
2
Close
Dec 27, 2023