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Brokerage Account - 0451
- New Portfolio
Performance
Portfolio Details
Dan
Brokerage Account - 0451
Individual Investor
Ranked #456,934 out of 732,952 TipRanks' Investors
Success Rate
33%
441 out of 1330
profitable transactions
Average Return
-11.54%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 1.98%
6-Month Return
▲ 31.12%
12-Month Return
▲ 35.19%
YTD Return
▲ 9.82%
Total Return
▼ 39.30%
Best Trade
Asset
CymaBay The... (CBAY)
Opened at
Nov 30, 2022
Closed at
Feb 13, 2024
Gain
▲ 503.33%
Bio
Let's go!
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
14.08%
0
-14.08%
▼ 6.45%
▼ 2.17%
▼ 7.85%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 14.01%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 11.24%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.48%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.59%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.55%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.10%
Apr 2024
▲ 8.77%
▲ 2.91%
▲ 4.17%
May 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 6.45%
▼ 2.17%
▼ 7.85%
▲ 9.22%
▲ 9.13%
▲ 14.01%
▲ 5.14%
▲ 4.57%
▲ 11.24%
▼ 1.87%
▲ 1.59%
▼ 0.48%
▲ 14.08%
▲ 5.22%
▲ 6.59%
▲ 5.05%
▲ 3.27%
▲ 2.55%
▼ 12.40%
▼ 4.03%
▼ 3.10%
▲ 8.77%
▲ 2.91%
▲ 4.17%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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DAL
Delta Air Lines
―
▲ 63.09%
36
Close
May 07, 2024
AWK
American Water
7.53%
▼ 16.64%
58
Sell
May 07, 2024
OGN
Organon
2.32%
▼ 18.53%
27
Sell
May 07, 2024
SNAP
Snap
0.57%
▲ 15.82%
32
Sell
May 07, 2024
PINS
Pinterest
0.97%
▲ 7.74%
18
Sell
May 02, 2024
TQQQ
ProShares UltraPro QQQ
―
▲ 1.17%
71
Sell
May 02, 2024
KLIP
KraneShares China Internet and Covered Call Strategy ETF
0.3%
▼ 9.99%
5
Buy
May 01, 2024
UPRO
ProShares UltraPro S&P500
0.76%
▲ 52.85%
36
Buy
Apr 24, 2024
SCHW
Charles Schwab
0.44%
▲ 42.54%
12
Sell
Apr 24, 2024
CSCO
Cisco Systems
2.19%
▼ 3.82%
5
Buy
Apr 24, 2024
MTB
M&T Bank
2.06%
▲ 6.02%
16
Buy
Apr 19, 2024
CLSK
Cleanspark
0.74%
▲ 174.46%
17
Buy
Apr 19, 2024
IBIT
IShares Bitcoin Trust Registered
0.16%
▲ 18.75%
2
Buy
Apr 19, 2024
RDDT
Reddit Inc Class A
0.46%
▲ 12.99%
2
Buy
Apr 19, 2024
SOFI
SoFi Technologies
1.2%
▼ 37.18%
25
Buy
Apr 18, 2024
NKE
Nike
1.28%
▼ 25.17%
10
Buy
Apr 18, 2024
KSS
Kohl's
―
▼ 13.81%
16
Sell
Apr 18, 2024
BARK
BARK Inc Class A
―
▼ 33.46%
22
Sell
Apr 18, 2024
PNTG
Pennant Group
0.38%
▲ 76.54%
11
Buy
Apr 18, 2024
UTSL
Direxion Daily Utilities Bull 3X Shares
―
▼ 0.01%
77
Close
Apr 16, 2024
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