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Custodial - New Portfolio

A Maxey

Custodial
Individual Investor
Ranked #3,089 out of 746,803 TipRanks' Investors
Success Rate
77%
46 out of 60
profitable transactions
Average Return
168.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.89%
6-Month Return-
12-Month Return-
YTD Return▲ 4.49%
Total Return▲ 4.49%

Best Trade

Opened at
Closed at
Gain▲ 9833.82%

Bio

Evolving portfolio one day at a time.

Performance

24.01%0-24.01%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.02%
Jun 2024
▲ 24.01%
▲ 3.79%
▲ 4.51%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▼ 0.02%
▲ 24.01%▲ 3.79%▲ 4.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco NASDAQ 100 ETF
27.24%
0.00%
1
Buy
Jul 17, 2024
Johnson & Johnson
4.78%
0.00%
1
Buy
Jul 17, 2024
Taiwan Semiconductor Manufacturing
7.84%
0.00%
1
Buy
Jul 17, 2024
Nvidia
▲ 7.08%
9
Close
Jul 15, 2024
iShares Global Energy ETF
▼ 0.12%
2
Sell
Jul 15, 2024
Broadcom
▲ 9,833.82%
2
Close
Jul 15, 2024
Occidental Petroleum
6.36%
▲ 1.64%
1
Buy
Jul 15, 2024
Microsoft
▲ 0.95%
2
Sell
Jul 13, 2024
RxSight
▼ 1.83%
2
Close
Jul 12, 2024
CrowdStrike Holdings
▼ 0.24%
2
Sell
Jul 12, 2024
Qualcomm
▲ 0.30%
2
Close
Jul 11, 2024
Zoomcar Holdings
▼ 9.08%
4
Close
Jul 10, 2024
Alphabet Class C
▲ 15.12%
2
Close
Jul 09, 2024
Wave Life Sciences
2.98%
▲ 22.07%
5
Buy
Jul 09, 2024
Enovix
▲ 7.17%
2
Sell
Jul 09, 2024
Alphabet Class A
8.84%
▲ 15.63%
2
Sell
Jul 08, 2024
Schwab US Dividend Equity ETF
▼ 0.29%
2
Sell
Jul 07, 2024
Becton Dickinson
▲ 0.32%
2
Close
Jul 04, 2024
Boston Scientific
▲ 2.25%
3
Close
Jul 03, 2024
Vanguard S&P 500 ETF
34.37%
▲ 3.49%
3
Buy
Jul 02, 2024