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New Portfolio Mar 2024 - New Portfolio

Erick

New Portfolio Mar 2024
Individual Investor
Ranked #389,815 out of 800,730 TipRanks' Investors
Success Rate
41%
58 out of 141
profitable transactions
Average Return
14.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 16.74%
6-Month Return▼ 8.98%
12-Month Return▲ 4.28%
YTD Return▼ 6.65%
Total Return▼ 4.03%

Best Trade

Opened at
Closed at-
Gain▲ 643.00%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 7.42%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 8.74%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 11.40%
Dec 2024
▲ 6.01%
▲ 2.69%
▼ 1.20%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 17.55%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.70%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 4.83%
Apr 2025
▲ 10.94%
▲ 4.43%
▲ 15.93%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 7.42%
▲ 25.97%▲ 5.96%▲ 8.74%
▲ 5.42%▼ 2.41%▼ 11.40%
▲ 6.01%▲ 2.69%▼ 1.20%
▼ 12.86%▼ 1.27%▼ 17.55%
▼ 1.80%▼ 5.57%▼ 5.70%
▲ 1.76%▼ 0.87%▲ 4.83%
▲ 10.94%▲ 4.43%▲ 15.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Poseida Therapeutics
▲ 199.69%
4
Close
Jan 07, 2025
Thoughtworks Holding
▲ 53.91%
5
Close
Nov 12, 2024
G1 Therapeutics
▲ 61.04%
3
Close
Sep 17, 2024
Nutriband
0%
▲ 43.95%
5
Sell
Aug 27, 2024
NuScale Power
0%
▲ 441.29%
10
Sell
Aug 27, 2024
Honest Company
0%
▲ 43.02%
4
Sell
Aug 27, 2024
Carvana Co
0%
▲ 174.14%
5
Sell
Aug 27, 2024
Wheels Up Experience
6.19%
▼ 23.52%
4
Buy
Aug 13, 2024
AT&T
13.47%
▲ 61.42%
3
Buy
Aug 13, 2024
Lineage Therap
▼ 36.23%
2
Close
Aug 13, 2024
SelectQuote
▲ 17.96%
4
Close
Aug 13, 2024
Pagaya Technologies Ltd
38.62%
▲ 43.22%
5
Buy
Aug 07, 2024
Cardiff Oncology
11.17%
▼ 11.85%
4
Buy
Aug 07, 2024
C4 Therapeutics
2.37%
▼ 79.28%
4
Buy
Aug 07, 2024
Moolec Science
▼ 49.50%
4
Close
Aug 07, 2024
Revolution Medicines
7.33%
▲ 4.55%
3
Buy
Aug 07, 2024
Tilray
0.43%
▼ 76.88%
3
Buy
Aug 07, 2024
BioAtla
1.53%
▼ 82.04%
5
Buy
Aug 07, 2024
Solowin Holdings
2.77%
▼ 47.25%
9
Buy
Jul 12, 2024
Ocean Biomedical
0.02%
▼ 99.34%
5
Buy
Jul 12, 2024