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****2541 - New Portfolio

RAFA B

****2541
Individual Investor
Ranked #52,898 out of 803,590 TipRanks' Investors
Success Rate
71%
29 out of 41
profitable transactions
Average Return
59.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.31%
6-Month Return▼ 7.28%
12-Month Return▲ 27.11%
YTD Return▼ 3.56%
Total Return▲ 65.32%

Best Trade

Opened at
Closed at-
Gain▲ 204.86%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 12.62%
Nov 2024
▲ 5.10%
▼ 2.41%
▲ 7.51%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.20%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 13.14%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.39%
Mar 2025
▲ 1.87%
▼ 0.87%
▲ 2.49%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 12.22%
May 2025
▲ 4.81%
▲ 2.44%
▲ 1.44%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 12.62%
▲ 5.10%▼ 2.41%▲ 7.51%
▲ 6.03%▲ 2.69%▲ 6.20%
▼ 12.86%▼ 1.27%▼ 13.14%
▼ 1.80%▼ 5.57%▼ 10.39%
▲ 1.87%▼ 0.87%▲ 2.49%
▲ 12.21%▲ 6.28%▲ 12.22%
▲ 4.81%▲ 2.44%▲ 1.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Information Technology ETF
1.77%
▲ 39.92%
7
Buy
Dec 20, 2024
Vanguard Small Cap Index Fd Admiral Shs
0.83%
▲ 9.26%
5
Buy
Dec 20, 2024
Vanguard Mid-Cap Growth Index Fd Admiral
4.37%
▲ 50.35%
5
Buy
Dec 20, 2024
Vanguard Growth Index Fd Admiral Shs
6.13%
▲ 94.49%
5
Buy
Dec 20, 2024
Vanguard Total Stock Market Index Fd Admiral Shs
61.07%
▲ 40.00%
5
Buy
Dec 20, 2024
Alphabet Class C
1.45%
▲ 112.56%
6
Buy
Dec 17, 2024
Amazon
1.74%
▲ 138.68%
3
Buy
Nov 19, 2024
Tesla
21.56%
▲ 124.19%
4
Buy
Nov 19, 2024
Fidelity Freedom Blend 2030 Fund Class K
▼ 86.71%
2
Sell
Nov 19, 2024
American Heritage International
0.00%
2
Close
Nov 19, 2024
Tesla Exploration
0.00%
2
Close
Nov 19, 2024
ARK Innovation ETF
▲ 6.85%
2
Sell
Aug 08, 2024
Shopify
1.07%
▲ 71.69%
1
Buy
Aug 07, 2024
Vanguard Total Bond Market Index Fund Admiral Shares
▼ 0.60%
3
Close
Jul 18, 2024
Coinbase Global
▲ 54.28%
2
Close
Aug 13, 2023