tiprankstipranks

Learning Since Oct 2023 - New Portfolio

Learning Since Oct 2023
Individual Investor
Ranked #11,307 out of 730,641 TipRanks' Investors
Success Rate
83%
83 out of 100
profitable transactions
Average Return
15.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.43%
6-Month Return▲ 37.71%
12-Month Return-
YTD Return▲ 14.73%
Total Return▲ 36.42%

Best Trade

Opened at
Closed at-
Gain▲ 75.14%

Bio

Learning how to invest in mid-risk stocks, following a quality investing style towards long-term returns that outperform the S&P 500 index. Looking forward to reach 4 digits in investments in the end of 2024, and 5 digit in early 2028.

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
Sep 2023
▼ 6.45%
▼ 2.17%
▲ 1.90%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 11.86%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.32%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.35%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.12%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.24%
Mar 2024
▼ 11.79%
▼ 2.83%
▲ 0.43%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%
▼ 6.45%▼ 2.17%▲ 1.90%
▲ 9.22%▲ 9.13%▲ 11.86%
▲ 5.14%▲ 4.57%▲ 4.32%
▼ 1.87%▲ 1.59%▲ 3.35%
▲ 14.08%▲ 5.22%▲ 8.12%
▲ 5.05%▲ 3.27%▲ 2.24%
▼ 11.79%▼ 2.83%▲ 0.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Amazon
11.84%
▲ 32.12%
12
Sell
Apr 26, 2024
Netflix
9.54%
▲ 6.14%
4
Sell
Apr 26, 2024
Alphabet Class C
11.53%
▲ 16.21%
6
Sell
Apr 26, 2024
Salesforce
11%
▼ 6.81%
2
Buy
Apr 26, 2024
Intuit
9.65%
▲ 28.04%
14
Sell
Apr 12, 2024
Mastercard
7%
▲ 21.30%
10
Sell
Apr 12, 2024
Moody's
▲ 1.35%
3
Close
Apr 12, 2024
Chipotle
14%
▲ 49.51%
7
Buy
Mar 22, 2024
S&P Global
8.17%
▼ 1.90%
2
Buy
Mar 22, 2024
Texas Roadhouse
10.55%
▲ 19.36%
7
Buy
Mar 11, 2024
Palo Alto Networks
▲ 5.79%
2
Close
Mar 11, 2024
Walt Disney
▲ 14.25%
6
Close
Feb 22, 2024
Thermo Fisher
▲ 16.43%
6
Close
Feb 12, 2024
Spotify Technology SA
▼ 2.55%
2
Close
Feb 12, 2024
VICI Properties
▲ 7.88%
7
Close
Jan 19, 2024
Microsoft
▲ 10.36%
12
Close
Jan 11, 2024
Canadian Pacific Kansas City
6.7%
▲ 10.48%
3
Buy
Dec 19, 2023
The Hershey Company
▼ 5.25%
4
Close
Dec 15, 2023
Uber Technologies
▲ 0.26%
2
Close
Dec 15, 2023
Old Dominion Freight
▲ 3.54%
2
Close
Dec 14, 2023