Stocks - New Portfolio

Stocks
Individual Investor
Ranked #28,580 out of 748,626 TipRanks' Investors
Success Rate
73%
217 out of 298
profitable transactions
Average Return
19.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.33%
6-Month Return▲ 7.87%
12-Month Return▲ 13.24%
YTD Return▲ 9.25%
Total Return▲ 17.08%

Best Trade

Opened at
Closed at-
Gain▲ 341.41%

Bio

Retirement Funds

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 4.86%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.17%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.11%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.99%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.38%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.24%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.77%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 2.58%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.86%
▼ 1.87%▲ 1.59%▼ 1.17%
▲ 14.08%▲ 5.22%▲ 2.11%
▲ 5.05%▲ 3.27%▲ 3.99%
▼ 12.40%▼ 4.03%▼ 3.38%
▲ 11.46%▲ 5.06%▲ 4.24%
▼ 2.25%▲ 3.53%▲ 0.77%
▲ 24.77%▼ 1.07%▲ 2.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Public Service Enterprise
0%
▲ 0.34%
1
Open
Jul 04, 2024
Fathom Digital
▼ 95.32%
2
Close
May 20, 2024
Eagle Bulk Shipping
▲ 21.92%
7
Close
Apr 10, 2024
Star Bulk Carriers
6.25%
▲ 15.45%
6
Buy
Apr 10, 2024
Pfizer
0.74%
▼ 18.23%
6
Buy
Mar 13, 2024
Nvidia
0%
▲ 83.66%
6
Open
Feb 22, 2024
Hess Midstream Partners
0.37%
▲ 13.99%
1
Open
Feb 17, 2024
Procter & Gamble
0%
▲ 7.29%
1
Open
Feb 17, 2024
Rio Tinto
0%
▼ 3.08%
1
Open
Feb 16, 2024
Apple
0.88%
▲ 43.60%
5
Buy
Dec 26, 2023
Microsoft
0.33%
▲ 58.20%
7
Buy
Dec 26, 2023
Apollo Real Estate
1.5%
▲ 24.84%
8
Buy
Dec 26, 2023
BrightSpire Capital
1.9%
▼ 0.35%
6
Buy
Dec 26, 2023
Blackstone Mortgage
0.1%
▼ 14.16%
6
Buy
Dec 26, 2023
Delta Air Lines
▲ 4.38%
2
Close
Dec 26, 2023
Diana Shipping
0.85%
▼ 24.87%
7
Buy
Dec 26, 2023
Devon Energy
0.19%
▼ 13.96%
5
Buy
Dec 26, 2023
Ellington Financial
1.61%
▲ 17.08%
8
Buy
Dec 26, 2023
iShares MSCI Singapore ETF
0.34%
▲ 12.02%
4
Buy
Dec 26, 2023
Ford Motor
0.21%
▼ 3.22%
7
Buy
Dec 26, 2023