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Daniel Finkelstein
- New Portfolio
Performance
Portfolio Details
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
Asset
Alphabet Cl... (GOOG)
Opened at
Sep 07, 2022
Closed at
-
Gain
▲ 1046.95%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
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 Average
S&P 500
Investor 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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ESMT
EngageSmart
―
▲ 3.83%
2
Close
Jan 25, 2024
XM
Qualtrics International
―
▼ 28.45%
3
Close
Jun 27, 2023
SWIR
Sierra Wireless
―
▲ 103.45%
2
Close
Jan 16, 2023
COST
Costco
―
▼ 0.97%
2
Close
Oct 27, 2022
AMKBY
AP Moller - Maersk
―
▼ 17.47%
3
Close
Oct 27, 2022
TWTR
Twitter
―
▲ 4.25%
2
Close
Oct 27, 2022
SIEGY
Siemens AG
0.48%
▲ 65.33%
2
Sell
Oct 26, 2022
CAR
Avis Budget
0.59%
▼ 9.90%
3
Sell
Oct 26, 2022
GOOGL
Alphabet Class A
1.81%
▲ 123.79%
3
Buy
Oct 25, 2022
MSFT
Microsoft
11.78%
▲ 444.69%
3
Buy
Oct 25, 2022
NVDA
Nvidia
6.61%
▲ 433.86%
3
Buy
Oct 24, 2022
BIDU
Baidu
1.22%
▲ 23.77%
4
Buy
Oct 24, 2022
TSLA
Tesla
24.48%
▲ 38.28%
6
Sell
Oct 21, 2022
DIS
Walt Disney
2.09%
▼ 2.44%
3
Buy
Oct 20, 2022
AWK
American Water
0.06%
▼ 11.91%
1
Buy
Oct 20, 2022
NIO
Nio
0.18%
▼ 81.89%
3
Buy
Oct 19, 2022
HLN
Haleon PLC Sponsored ADR
―
▼ 8.01%
2
Close
Oct 18, 2022
DKNG
DraftKings
―
▼ 68.21%
2
Sell
Oct 18, 2022
COIN
Coinbase Global
―
▼ 82.07%
2
Close
Oct 18, 2022
GSK
GlaxoSmithKline
―
▼ 31.81%
2
Close
Oct 18, 2022
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