tiprankstipranks

Individual Brokerage - New Portfolio

WSHEP

Individual Brokerage
Individual Investor
Ranked #35,647 out of 728,988 TipRanks' Investors
Success Rate
70%
316 out of 451
profitable transactions
Average Return
10.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.80%
6-Month Return▲ 29.53%
12-Month Return▲ 24.49%
YTD Return▲ 7.22%
Total Return▲ 26.69%

Best Trade

Opened at
Closed at-
Gain▲ 592.89%

Bio

Miscelaneous

Performance

24.26%0-24.26%
▼ 4.52%
▼ 4.74%
▼ 8.14%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 11.59%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.23%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 14.62%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.10%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.78%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.64%
Mar 2024
▼ 24.26%
▼ 4.50%
▼ 5.71%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 8.14%
▼ 6.45%▼ 2.17%▼ 11.59%
▲ 9.22%▲ 9.13%▲ 10.23%
▲ 5.14%▲ 4.57%▲ 14.62%
▼ 1.87%▲ 1.59%▼ 0.10%
▲ 14.08%▲ 5.22%▲ 8.78%
▲ 5.05%▲ 3.27%▲ 4.64%
▼ 24.26%▼ 4.50%▼ 5.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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GE Healthcare Technologies Inc
1.75%
▲ 40.47%
1
Buy
Jan 04, 2023
Nvidia
6.77%
▲ 432.05%
4
Buy
Dec 23, 2022
Parnassus Core Equity Fund-Investor Shares
2%
▲ 9.89%
44
Buy
Dec 22, 2022
William Blair International Leaders Fd N
1.31%
▲ 7.48%
49
Buy
Dec 20, 2022
Wasatch Core Growth Fund
0.69%
▲ 20.47%
36
Buy
Dec 20, 2022
INNOVATE Corp
▲ 29.17%
2
Close
Dec 15, 2022
KKR & Co
3.29%
▲ 71.28%
5
Buy
Nov 29, 2022
Rivian Automotive
0.67%
▼ 72.87%
1
Buy
Nov 07, 2022
Entheon Biomedical
▼ 91.20%
2
Sell
Oct 31, 2022
Leslie's
0.52%
▼ 80.11%
3
Sell
Oct 31, 2022
Micron
4.42%
▲ 52.83%
7
Buy
Oct 28, 2022
GE Aerospace
9.34%
▲ 95.29%
4
Buy
Oct 25, 2022
Texas Mineral Resources
2.04%
▼ 35.40%
22
Buy
Oct 17, 2022
Starwood Property
2.08%
▼ 11.09%
3
Buy
Oct 17, 2022
Lowell Farms
0.09%
▼ 46.12%
4
Buy
Jul 12, 2022
Monster Beverage
▲ 5.23%
2
Close
Jul 03, 2022
Li Auto
▲ 40.76%
6
Sell
Jun 18, 2022
Northern Oil And Gas
▲ 31.46%
4
Close
Jun 09, 2022
Starbucks
▼ 30.60%
2
Sell
Jun 02, 2022
UBS Group AG
▲ 4.81%
5
Close
Jun 01, 2022