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DAN BROKERAGE
- New Portfolio
Performance
Portfolio Details
King in the North
DAN BROKERAGE
Individual Investor
Ranked #561,283 out of 727,786 TipRanks' Investors
Success Rate
52%
44 out of 85
profitable transactions
Average Return
-11.46%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 1.24%
6-Month Return
▲ 24.03%
12-Month Return
▲ 31.56%
YTD Return
▲ 2.13%
Total Return
▼ 32.57%
Best Trade
Asset
Apple (AAPL)
Opened at
Nov 15, 2021
Closed at
-
Gain
▲ 123.84%
Bio
This is my brokerage investment portfolio.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
15.73%
0
-15.73%
▼ 4.52%
▼ 4.74%
▼ 6.41%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 6.56%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 15.26%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 12.02%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.53%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.87%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.49%
Mar 2024
▼ 15.73%
▼ 2.34%
▼ 4.23%
Apr 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 4.52%
▼ 4.74%
▼ 6.41%
▼ 6.45%
▼ 2.17%
▼ 6.56%
▲ 9.22%
▲ 9.13%
▲ 15.26%
▲ 5.14%
▲ 4.57%
▲ 12.02%
▼ 1.87%
▲ 1.59%
▼ 2.53%
▲ 14.08%
▲ 5.22%
▲ 8.87%
▲ 5.05%
▲ 3.27%
▲ 0.49%
▼ 15.73%
▼ 2.34%
▼ 4.23%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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ATVI
Activision Blizzard
―
▲ 16.61%
5
Close
Oct 12, 2023
COUP
Coupa Software
―
▼ 53.53%
3
Close
Feb 28, 2023
BLK
BlackRock
1.44%
▲ 13.58%
3
Buy
Jun 24, 2022
ZTS
Zoetis
1.61%
▼ 7.83%
5
Buy
Jun 02, 2022
COST
Costco
3.04%
▲ 91.97%
4
Buy
May 13, 2022
AAPL
Apple
1.02%
▲ 58.36%
6
Buy
May 12, 2022
META
Meta Platforms
5.81%
▲ 63.75%
9
Sell
May 11, 2022
JPM
JPMorgan Chase & Co.
4.55%
▲ 18.86%
8
Buy
May 11, 2022
CRM
Salesforce
1.26%
▲ 99.75%
3
Sell
May 11, 2022
DIS
Walt Disney
1.81%
▼ 23.85%
4
Sell
May 11, 2022
ABNB
Airbnb
4.08%
▲ 0.45%
3
Buy
May 11, 2022
BABA
Alibaba
1.45%
▼ 70.39%
2
Sell
May 11, 2022
ZM
Zoom Video Communications
1.47%
▼ 65.14%
2
Buy
May 11, 2022
AMD
Advanced Micro Devices
2.51%
▲ 85.45%
3
Buy
May 11, 2022
BYND
Beyond Meat
0.2%
▼ 94.48%
2
Buy
May 11, 2022
CHWY
Chewy
1.33%
▼ 80.87%
3
Buy
May 11, 2022
ADBE
Adobe
1.17%
▲ 38.67%
3
Sell
May 11, 2022
LYFT
Lyft
2.24%
▼ 48.03%
2
Buy
May 11, 2022
RH
RH
1.77%
▲ 14.54%
3
Sell
May 11, 2022
PINS
Pinterest
4.47%
▲ 11.54%
2
Buy
May 11, 2022
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