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New Portfolio Jan 2025 - New Portfolio

Investing Club

New Portfolio Jan 2025
Individual Investor
Ranked #364,324 out of 801,238 TipRanks' Investors
Success Rate
58%
7 out of 12
profitable transactions
Average Return
5.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.56%
6-Month Return-
12-Month Return-
YTD Return▲ 7.92%
Total Return▲ 7.92%

Best Trade

Opened at
Closed at-
Gain▲ 28.90%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 25.97%
▲ 5.96%
Nov 2024
▲ 5.42%
▼ 2.41%
Dec 2024
▲ 6.01%
▲ 2.69%
▼ 5.10%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.59%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 3.23%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 8.25%
Apr 2025
▲ 12.25%
▲ 6.60%
▲ 10.14%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%
▲ 25.97%▲ 5.96%
▲ 5.42%▼ 2.41%
▲ 6.01%▲ 2.69%▼ 5.10%
▼ 12.86%▼ 1.27%▼ 7.59%
▼ 1.80%▼ 5.57%▲ 3.23%
▲ 1.76%▼ 0.87%▲ 8.25%
▲ 12.25%▲ 6.60%▲ 10.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Dell Technologies
0%
▲ 2.15%
1
Open
Feb 10, 2025
Salesforce
0%
▼ 15.15%
1
Open
Feb 10, 2025
Bitcoin
6.45%
▲ 12.37%
2
Sell
Jan 08, 2025
Nvidia
8.03%
▼ 9.31%
2
Sell
Jan 08, 2025
Vanguard Total Stock Market ETF
17.24%
▼ 0.94%
2
Sell
Jan 08, 2025
Cencora
17.38%
▲ 23.88%
1
Open
Jan 08, 2025
McKesson
21.34%
▲ 22.18%
1
Open
Jan 08, 2025
Utilities Select Sector SPDR Fund
0%
▲ 8.21%
1
Open
Jan 08, 2025
Advanced Micro Devices
6.79%
▼ 11.57%
1
Open
Jan 06, 2025
IShares Bitcoin Trust Registered
3.7%
▲ 7.44%
1
Open
Jan 06, 2025
CrowdStrike Holdings
13.99%
▲ 28.90%
1
Open
Jan 06, 2025
iShares 20+ Year Treasury Bond ETF
5.08%
▼ 0.33%
1
Open
Jan 06, 2025