tiprankstipranks

BROKERAGE - New Portfolio

JerseyT

BROKERAGE
Individual Investor
Ranked #171,838 out of 731,395 TipRanks' Investors
Success Rate
57%
27 out of 47
profitable transactions
Average Return
8.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.00%
6-Month Return▲ 21.27%
12-Month Return-
YTD Return▼ 1.60%
Total Return▲ 17.48%

Best Trade

Opened at
Closed at-
Gain▲ 184.54%

Bio

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.97%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 12.39%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 11.79%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 8.83%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.80%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.19%
Mar 2024
▼ 9.51%
▼ 2.49%
▼ 3.01%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%
▼ 6.45%▼ 2.17%▼ 4.97%
▲ 9.22%▲ 9.13%▲ 12.39%
▲ 5.14%▲ 4.57%▲ 11.79%
▼ 1.87%▲ 1.59%▼ 8.83%
▲ 14.08%▲ 5.22%▲ 6.80%
▲ 5.05%▲ 3.27%▲ 4.19%
▼ 9.51%▼ 2.49%▼ 3.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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▼ 1.83%
5
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Apr 30, 2024
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6
Sell
Apr 26, 2024
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4%
▲ 184.54%
2
Sell
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Buy
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▼ 1.01%
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6
Sell
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8
Sell
Apr 19, 2024
Schwab US Dividend Equity ETF
15.02%
▼ 2.24%
4
Buy
Apr 17, 2024
Amazon
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5
Close
Mar 21, 2024
Alphabet Class C
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3
Close
Mar 21, 2024
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▲ 4.14%
4
Sell
Mar 13, 2024
Nio
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4
Sell
Mar 09, 2024
Microsoft
8.18%
▲ 18.78%
3
Buy
Mar 07, 2024
Advanced Micro Devices
▲ 53.75%
2
Sell
Mar 01, 2024
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▼ 6.92%
4
Sell
Feb 28, 2024
SoFi Technologies
▲ 7.89%
6
Close
Jan 17, 2024
Tesla
4.75%
▼ 39.39%
2
Sell
Dec 07, 2023
Walt Disney
8.67%
▲ 12.54%
1
Buy
Oct 13, 2023