Test YV1 SI EW - New Portfolio

Test YV1 SI EW
Individual Investor
Ranked #253,193 out of 748,626 TipRanks' Investors
Success Rate
50%
51 out of 102
profitable transactions
Average Return
9.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.13%
6-Month Return▲ 13.26%
12-Month Return▲ 21.95%
YTD Return▲ 15.97%
Total Return▲ 29.39%

Best Trade

Opened at
Closed at-
Gain▲ 167.26%

Bio

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 6.15%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.56%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.39%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.14%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.17%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.31%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.16%
Jun 2024
▲ 24.77%
▼ 1.07%
▼ 0.96%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.15%
▼ 1.87%▲ 1.59%▲ 2.56%
▲ 14.08%▲ 5.22%▲ 8.39%
▲ 5.05%▲ 3.27%▲ 4.14%
▼ 12.40%▼ 4.03%▼ 4.17%
▲ 11.46%▲ 5.06%▲ 3.31%
▼ 2.25%▲ 3.53%▲ 2.16%
▲ 24.77%▼ 1.07%▼ 0.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Arch Capital Group
2.25%
▼ 2.01%
1
Open
Jul 24, 2024
McKesson
▲ 25.81%
3
Close
Jul 18, 2024
Martin Marietta Materials
2.27%
▼ 3.07%
1
Open
Jul 17, 2024
Cigna
▲ 24.94%
2
Close
Jul 10, 2024
Merck & Company
2.21%
▼ 1.14%
1
Open
Jul 10, 2024
Stellantis
▲ 16.92%
2
Close
Jul 03, 2024
Crane NXT
▲ 12.72%
2
Close
Jul 03, 2024
Airbnb
2.03%
▼ 8.32%
1
Open
Jul 03, 2024
TD SYNNEX Corporation
▼ 1.44%
2
Close
Jun 26, 2024
Pentair
2.67%
▲ 15.02%
1
Open
Jun 26, 2024
Textron
▲ 15.36%
3
Close
Jun 20, 2024
Cboe Global Markets
▼ 3.63%
3
Close
Jun 20, 2024
Interactive Brokers
2.23%
▼ 0.98%
1
Open
Jun 19, 2024
W. R. Berkley Corporation
▼ 4.41%
2
Close
Jun 12, 2024
KKR & Co
2.41%
▲ 4.68%
1
Open
Jun 12, 2024
Flex
▲ 18.30%
3
Close
Jun 06, 2024
Texas Pacific Land
3.11%
▲ 38.06%
1
Open
Jun 05, 2024
Elevance Health
▲ 0.47%
2
Close
May 29, 2024
Adobe
2.54%
▲ 11.42%
1
Open
May 29, 2024
Assurant
▼ 6.99%
2
Close
May 22, 2024