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Aulden Harlech-Jones and Rachael K Harlech-Jones - New Portfolio

Aulden Harlech-Jones and Rachael K Harlech-Jones
Individual Investor
Ranked #300,180 out of 728,988 TipRanks' Investors
Success Rate
47%
75 out of 160
profitable transactions
Average Return
1.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.08%
6-Month Return▲ 17.16%
12-Month Return-
YTD Return▼ 5.02%
Total Return▲ 4.77%

Best Trade

Opened at
Closed at-
Gain▲ 327.03%

Bio

Performance

24.17%0-24.17%
▼ 4.52%
▼ 4.74%
▼ 6.91%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 13.58%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 12.53%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 15.54%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 5.40%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.42%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 1.36%
Mar 2024
▼ 24.17%
▼ 4.31%
▼ 7.82%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 6.91%
▼ 6.45%▼ 2.17%▼ 13.58%
▲ 9.22%▲ 9.13%▲ 12.53%
▲ 5.14%▲ 4.57%▲ 15.54%
▼ 1.87%▲ 1.59%▼ 5.40%
▲ 14.08%▲ 5.22%▲ 10.42%
▲ 5.05%▲ 3.27%▼ 1.36%
▼ 24.17%▼ 4.31%▼ 7.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Sell
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Close
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Sell
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▼ 40.51%
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Sell
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▼ 26.60%
14
Buy
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Sell
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4
Sell
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0.56%
▲ 90.56%
6
Sell
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Visa
2.39%
▼ 4.09%
1
Buy
Mar 01, 2024
Alphabet Class A
6.86%
▲ 44.68%
5
Buy
Feb 29, 2024
Li Auto
1.28%
▼ 7.69%
5
Sell
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1.2%
▲ 7.31%
1
Buy
Feb 26, 2024
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2
Sell
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