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Prtflio - New Portfolio

ash.de@outlook.com

Prtflio
Individual Investor
Ranked #193,765 out of 730,199 TipRanks' Investors
Success Rate
54%
203 out of 373
profitable transactions
Average Return
5.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.04%
6-Month Return▲ 30.20%
12-Month Return▲ 18.21%
YTD Return▲ 1.19%
Total Return▲ 28.85%

Best Trade

Opened at
Closed at
Gain▲ 286.21%

Bio

Jan 2023

Performance

18.13%0-18.13%
▼ 4.52%
▼ 4.74%
▼ 5.67%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.34%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 11.24%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 12.84%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.18%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.28%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.62%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 4.29%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.67%
▼ 6.45%▼ 2.17%▼ 4.34%
▲ 9.22%▲ 9.13%▲ 11.24%
▲ 5.14%▲ 4.57%▲ 12.84%
▼ 1.87%▲ 1.59%▼ 1.18%
▲ 14.08%▲ 5.22%▲ 5.28%
▲ 5.05%▲ 3.27%▲ 1.62%
▼ 18.13%▼ 3.38%▼ 4.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Jun 15, 2023
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Buy
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Close
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Apr 11, 2023
HASI
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Buy
Apr 11, 2023
First Republic Bank
0.03%
▼ 99.72%
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Buy
Apr 11, 2023
Blue Owl Capital
0%
▲ 79.10%
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Open
Apr 11, 2023
H&E Equipment Services
0%
▲ 46.38%
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Open
Apr 11, 2023
Alibaba Health Information Technology
0%
▼ 53.46%
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Open
Apr 11, 2023
NY Community
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▼ 64.20%
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Apr 11, 2023