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Daniel Finkelstein - New Portfolio

Dan Finkelstein

Daniel Finkelstein
Individual Investor
Ranked #20,853 out of 799,702 TipRanks' Investors
Success Rate
60%
110 out of 185
profitable transactions
Average Return
80.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 15.21%
6-Month Return▲ 8.26%
12-Month Return▲ 20.35%
YTD Return▲ 5.29%
Total Return▲ 46.54%

Best Trade

Opened at
Closed at-
Gain▲ 1124.08%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 2.36%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 10.97%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 2.57%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 5.59%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.44%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.13%
Mar 2025
▲ 1.73%
▼ 0.87%
▲ 0.47%
Apr 2025
▲ 14.05%
▲ 6.48%
▲ 8.38%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 2.36%
▲ 25.97%▲ 5.96%▲ 10.97%
▲ 5.41%▼ 2.41%▼ 2.57%
▲ 6.02%▲ 2.69%▲ 5.59%
▼ 12.86%▼ 1.27%▼ 2.44%
▼ 1.80%▼ 5.57%▼ 6.13%
▲ 1.73%▼ 0.87%▲ 0.47%
▲ 14.05%▲ 6.48%▲ 8.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vacasa
▼ 93.62%
3
Close
Apr 30, 2025
Smartsheet
▲ 33.04%
2
Close
Jan 21, 2025
Catalent
▼ 37.67%
2
Close
Dec 17, 2024
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
0.43%
▲ 120.70%
2
Sell
Oct 26, 2022
Avis Budget
0.43%
▼ 6.92%
3
Sell
Oct 26, 2022
Alphabet Class A
1.31%
▲ 139.22%
3
Buy
Oct 25, 2022
Microsoft
8.99%
▲ 500.81%
3
Buy
Oct 25, 2022
Nvidia
7.18%
▲ 760.16%
3
Buy
Oct 24, 2022
Baidu
0.77%
▲ 17.12%
4
Buy
Oct 24, 2022
Tesla
38.82%
▲ 211.33%
6
Sell
Oct 21, 2022
Walt Disney
1.43%
▼ 2.02%
3
Buy
Oct 20, 2022
American Water
0.05%
▲ 8.82%
1
Buy
Oct 20, 2022
Nio
0.13%
▼ 81.01%
3
Buy
Oct 19, 2022
Haleon PLC Sponsored ADR
▼ 8.01%
2
Close
Oct 18, 2022