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Daniel Finkelstein - New Portfolio

Dan Finkelstein

Daniel Finkelstein
Individual Investor
Ranked #30,370 out of 728,786 TipRanks' Investors
Success Rate
54%
99 out of 185
profitable transactions
Average Return
49.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.55%
6-Month Return▲ 9.37%
12-Month Return▲ 9.02%
YTD Return▼ 5.44%
Total Return▲ 12.47%

Best Trade

Opened at
Closed at-
Gain▲ 1046.95%

Bio

Performance

24.17%0-24.17%
▼ 4.52%
▼ 4.74%
▼ 7.26%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 7.49%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.62%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 9.62%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.81%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.74%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.59%
Mar 2024
▼ 24.17%
▼ 4.31%
▼ 7.61%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 7.26%
▼ 6.45%▼ 2.17%▼ 7.49%
▲ 9.22%▲ 9.13%▲ 8.62%
▲ 5.14%▲ 4.57%▲ 9.62%
▼ 1.87%▲ 1.59%▼ 3.81%
▲ 14.08%▲ 5.22%▲ 4.74%
▲ 5.05%▲ 3.27%▲ 1.59%
▼ 24.17%▼ 4.31%▼ 7.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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EngageSmart
▲ 3.83%
2
Close
Jan 25, 2024
Qualtrics International
▼ 28.45%
3
Close
Jun 27, 2023
Sierra Wireless
▲ 103.45%
2
Close
Jan 16, 2023
Costco
▼ 0.97%
2
Close
Oct 27, 2022
AP Moller - Maersk
▼ 17.47%
3
Close
Oct 27, 2022
Twitter
▲ 4.25%
2
Close
Oct 27, 2022
Siemens AG
0.48%
▲ 65.33%
2
Sell
Oct 26, 2022
Avis Budget
0.59%
▼ 9.90%
3
Sell
Oct 26, 2022
Alphabet Class A
1.81%
▲ 123.79%
3
Buy
Oct 25, 2022
Microsoft
11.78%
▲ 444.69%
3
Buy
Oct 25, 2022
Nvidia
6.61%
▲ 433.86%
3
Buy
Oct 24, 2022
Baidu
1.22%
▲ 23.77%
4
Buy
Oct 24, 2022
Tesla
24.48%
▲ 38.28%
6
Sell
Oct 21, 2022
Walt Disney
2.09%
▼ 2.44%
3
Buy
Oct 20, 2022
American Water
0.06%
▼ 11.91%
1
Buy
Oct 20, 2022
Nio
0.18%
▼ 81.89%
3
Buy
Oct 19, 2022
Haleon PLC Sponsored ADR
▼ 8.01%
2
Close
Oct 18, 2022
DraftKings
▼ 68.21%
2
Sell
Oct 18, 2022
Coinbase Global
▼ 82.07%
2
Close
Oct 18, 2022
GlaxoSmithKline
▼ 31.81%
2
Close
Oct 18, 2022