tiprankstipranks

Strategy Test Portfolio - New Portfolio

Lisle Wallace

Strategy Test Portfolio
Individual Investor
Ranked #400,200 out of 730,641 TipRanks' Investors
Success Rate
46%
32 out of 70
profitable transactions
Average Return
-3.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.28%
6-Month Return▲ 9.18%
12-Month Return-
YTD Return▼ 5.21%
Total Return▼ 2.59%

Best Trade

Opened at
Closed at-
Gain▲ 61.44%

Bio

Performance

14.47%0-14.47%
▼ 4.52%
▼ 4.74%
▼ 4.71%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 5.59%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.46%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.77%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 5.28%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.34%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.41%
Mar 2024
▼ 14.47%
▼ 2.83%
▼ 6.28%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.71%
▼ 6.45%▼ 2.17%▼ 5.59%
▲ 9.22%▲ 9.13%▲ 7.46%
▲ 5.14%▲ 4.57%▲ 5.77%
▼ 1.87%▲ 1.59%▼ 5.28%
▲ 14.08%▲ 5.22%▲ 6.34%
▲ 5.05%▲ 3.27%▲ 0.41%
▼ 14.47%▼ 2.83%▼ 6.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Veeva Systems
0.01%
▼ 6.87%
2
Sell
Mar 18, 2024
Kinsale Capital Group
0.01%
▼ 9.70%
2
Sell
Mar 18, 2024
Block
4.75%
▼ 6.02%
2
Buy
Mar 18, 2024
Eli Lilly & Co
2.99%
▼ 3.97%
2
Buy
Mar 18, 2024
Vertiv Holdings
2.57%
▲ 21.20%
1
Open
Mar 18, 2024
e.l.f. Beauty
1.64%
▼ 8.75%
1
Open
Mar 18, 2024
Co dbx Inf Tec Accum.Ptg.Shs Class -1C- USD
1.96%
▼ 2.84%
1
Open
Mar 18, 2024
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
2%
▲ 0.60%
1
Open
Mar 18, 2024
iShares Dow Jones Global Titans 50 UCITS ETF (DE)
1.98%
▲ 0.74%
1
Open
Mar 18, 2024
Coca-Cola
2.18%
▼ 0.07%
3
Open
Feb 27, 2024
Tesla
0.01%
▼ 26.41%
2
Buy
Feb 27, 2024
JOYY
1.48%
▼ 3.67%
2
Buy
Feb 27, 2024
BigCommerce Holdings
0%
▼ 45.67%
2
Sell
Feb 27, 2024
Broadcom
2.4%
▲ 32.79%
2
Buy
Feb 27, 2024
S&P Global
0.01%
▲ 7.81%
2
Sell
Feb 27, 2024
Pfizer
0%
▼ 23.48%
2
Sell
Feb 27, 2024
ServiceNow
1.74%
▼ 6.44%
2
Buy
Feb 27, 2024
Nvidia
3.71%
▲ 11.48%
1
Open
Feb 27, 2024
Microsoft
2.37%
▼ 0.28%
1
Open
Feb 27, 2024
Alphabet Class A
2.39%
▲ 23.81%
1
Open
Feb 27, 2024