tiprankstipranks

New Portfolio - New Portfolio

Daniel Lars

New Portfolio
Individual Investor
Ranked #319,146 out of 730,641 TipRanks' Investors
Success Rate
40%
6 out of 15
profitable transactions
Average Return
4.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.61%
6-Month Return▲ 29.62%
12-Month Return▲ 13.58%
YTD Return▲ 9.70%
Total Return▲ 5.00%

Best Trade

Opened at
Closed at-
Gain▲ 107.39%

Bio

Dynamic SF native investor. Invest mainly in sectors that are in demand during present moment of time. Invest in companies with substantial growth. Most with low risk. Very low percentage may sometimes be high risk with great profit return.

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 6.19%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 0.47%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.85%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.26%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.21%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.29%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 7.27%
Mar 2024
▼ 11.79%
▼ 2.83%
▼ 2.61%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 6.19%
▼ 6.45%▼ 2.17%▼ 0.47%
▲ 9.22%▲ 9.13%▲ 7.85%
▲ 5.14%▲ 4.57%▲ 8.26%
▼ 1.87%▲ 1.59%▼ 1.21%
▲ 14.08%▲ 5.22%▲ 6.29%
▲ 5.05%▲ 3.27%▲ 7.27%
▼ 11.79%▼ 2.83%▼ 2.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Mobile Telesystems
▼ 39.54%
2
Close
Jul 13, 2022
Energy Transfer
12.5%
▲ 104.51%
1
Open
Sep 26, 2021
SPDR Gold MiniShares Trust
▼ 8.03%
2
Close
Sep 26, 2021
Tyson Foods
12.5%
▼ 12.76%
3
Open
Sep 02, 2021
Vanguard Small Cap Value ETF
12.5%
▲ 10.17%
1
Open
Sep 02, 2021
International Paper Co
▼ 3.61%
2
Close
Sep 02, 2021
SilverCrest Asset Management
12.5%
▲ 10.83%
1
Open
Jul 12, 2021
Geo Group
12.5%
▲ 107.39%
1
Open
Jul 12, 2021
Coinbase Global
▲ 3.66%
2
Close
Jul 12, 2021
Plug Power
▼ 5.47%
2
Close
Jul 12, 2021
General Mills
▼ 4.91%
2
Close
Jul 12, 2021
Scotts Miracle-Gro Company
12.5%
▼ 65.71%
1
Open
May 30, 2021
Schwab US Dividend Equity ETF
12.5%
▲ 11.54%
1
Open
May 30, 2021
Dollar General
12.5%
▼ 27.52%
1
Open
May 30, 2021