New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #438,672 out of 748,626 TipRanks' Investors
Success Rate
50%
46 out of 93
profitable transactions
Average Return
-1.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 18.13%
6-Month Return▲ 48.60%
12-Month Return▲ 120.92%
YTD Return▲ 60.02%
Total Return▲ 60.66%

Best Trade

Opened at
Closed at
Gain▲ 325.15%

Bio

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 12.85%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 9.16%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 15.41%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 12.83%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 12.52%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 14.08%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.09%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 18.85%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 12.85%
▼ 1.87%▲ 1.59%▲ 9.16%
▲ 14.08%▲ 5.22%▲ 15.41%
▲ 5.05%▲ 3.27%▲ 12.83%
▼ 12.40%▼ 4.03%▼ 12.52%
▲ 11.46%▲ 5.06%▲ 14.08%
▼ 2.25%▲ 3.53%▼ 5.09%
▲ 24.77%▼ 1.07%▲ 18.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Inrad Optics
▼ 19.26%
2
Close
Jul 01, 2024
Cemex SAB
▲ 32.98%
2
Close
Apr 07, 2024
Permian Resources
▲ 325.15%
2
Close
Apr 07, 2024
Argan
5.77%
▲ 56.34%
2
Buy
Apr 07, 2024
Hyster-Yale Materials Handling
7.26%
▲ 38.12%
2
Buy
Apr 07, 2024
Northeast Community Bancorp
0.86%
▲ 43.55%
2
Buy
Apr 07, 2024
Sono-Tek
0.36%
▼ 19.60%
2
Buy
Apr 07, 2024
Astronics
16.72%
▲ 33.24%
2
Buy
Apr 07, 2024
Bioceres Crop Solutions
0.82%
▼ 12.36%
3
Buy
Apr 07, 2024
Newtek Business
0.77%
▲ 14.07%
2
Buy
Apr 07, 2024
PT Bank Mandiri (Persero) Tbk
0.89%
▼ 7.43%
2
Buy
Apr 07, 2024
Microstrategy
▲ 116.28%
2
Close
Apr 07, 2024
Corporacion America Airports SA
0.6%
▼ 6.81%
1
Open
Apr 07, 2024
Open Text
1.17%
▼ 15.42%
1
Open
Apr 07, 2024
Sylogist
0.44%
▲ 8.25%
1
Open
Apr 07, 2024
StoneX Group
3.09%
▲ 22.95%
1
Open
Apr 07, 2024
Security National Financial
1.59%
▲ 16.08%
1
Open
Apr 07, 2024
Lincoln National
0.18%
▲ 22.30%
2
Sell
Mar 31, 2024
Jackson Financial Incorporation
0.49%
▲ 68.58%
2
Sell
Mar 31, 2024
Digimarc
0.64%
▲ 8.13%
2
Buy
Mar 31, 2024