tiprankstipranks

New Portfolio - New Portfolio

9865CE77

New Portfolio
Individual Investor
Ranked #20,689 out of 731,395 TipRanks' Investors
Success Rate
72%
63 out of 88
profitable transactions
Average Return
29.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 10.42%
6-Month Return▲ 14.53%
12-Month Return▲ 32.30%
YTD Return▼ 4.87%
Total Return▲ 33.32%

Best Trade

Opened at
Closed at-
Gain▲ 238.41%

Bio

Performance

15.98%0-15.98%
▼ 4.52%
▼ 4.74%
▼ 8.62%
Sep 2023
▼ 6.45%
▼ 2.17%
▲ 7.69%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 15.98%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.14%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.76%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.43%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.20%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.70%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 8.62%
▼ 6.45%▼ 2.17%▲ 7.69%
▲ 9.22%▲ 9.13%▲ 15.98%
▲ 5.14%▲ 4.57%▲ 6.14%
▼ 1.87%▲ 1.59%▼ 2.76%
▲ 14.08%▲ 5.22%▲ 7.43%
▲ 5.05%▲ 3.27%▲ 3.20%
▼ 12.40%▼ 4.03%▼ 6.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Senior Secured Credit Opportunities ETF
▲ 1.53%
2
Close
Jul 29, 2023
Prometheus Biosciences
▲ 3.31%
2
Close
Jun 15, 2023
Digital Ally
0.01%
▼ 38.59%
2
Buy
Apr 28, 2023
Bitcoin
0%
▲ 114.93%
5
Buy
Apr 21, 2023
Apple
0.63%
▲ 6.26%
7
Buy
Apr 20, 2023
Coca-Cola Bottling Co Consolidated
0.46%
▲ 57.11%
3
Buy
Apr 20, 2023
California Orchard Company
0.03%
▲ 4.47%
1
Open
Apr 20, 2023
California Business Bank
0%
0.00%
1
Open
Apr 20, 2023
California BanCorp
0.01%
▲ 18.51%
1
Open
Apr 20, 2023
Intel
0.01%
▲ 0.12%
1
Open
Apr 20, 2023
iShares U.S. Treasury Bond ETF
0.01%
▼ 2.15%
1
Open
Apr 20, 2023
Microstrategy
0.01%
▲ 238.41%
1
Open
Apr 19, 2023
Bank of America
0.02%
▲ 33.21%
4
Buy
Apr 18, 2023
Berkshire Hathaway A
70.14%
▲ 25.50%
4
Buy
Apr 18, 2023
General Mills
0.01%
▼ 14.93%
3
Buy
Apr 18, 2023
PNC Financial
0%
▲ 28.57%
1
Open
Apr 18, 2023
Match Group
0.01%
▼ 14.53%
1
Open
Apr 17, 2023
Network International Holdings
0.01%
▲ 8.26%
1
Open
Apr 17, 2023
ProShares S&P Global Core Battery Metals ETF
0.14%
▼ 15.78%
2
Buy
Apr 16, 2023
GE Aerospace
0.07%
▲ 118.43%
3
Buy
Apr 16, 2023