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Holdings - New Portfolio
Bonjour
HoldingsIndividual Investor
Ranked #40,624 out of 799,891 TipRanks' Investors
Success Rate
510 out of 717
profitable transactions
profitable transactions
Average Return
24.06%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 13.80%
6-Month Return▲ 2.64%
12-Month Return▲ 9.87%
YTD Return▲ 3.77%
Total Return▲ 138.65%
Best Trade
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Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 0.47%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 9.98%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 5.61%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 7.95%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.83%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.57%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 4.00%
Apr 2025
▲ 11.76%
▲ 7.15%
▲ 8.02%
May 2025
▲ 9.99%▼ 0.89%▲ 0.47%
▲ 25.97%▲ 5.96%▲ 9.98%
▲ 5.41%▼ 2.41%▼ 5.61%
▲ 6.02%▲ 2.69%▲ 7.95%
▼ 12.86%▼ 1.27%▼ 1.83%
▼ 1.80%▼ 5.57%▼ 5.57%
▲ 1.76%▼ 0.87%▼ 4.00%
▲ 11.76%▲ 7.15%▲ 8.02%
Recent Activity
Morgan Stanley
2.4%
▲ 84.79%
21
Sell
May 19, 2025
KKR & Co
2.3%
0.00%
1
Open
May 19, 2025
QXO Inc
0.32%
0.00%
1
Open
May 19, 2025
Bristol-Myers Squibb
0.87%
▲ 0.61%
4
Buy
May 16, 2025
T. Rowe Price All-Cap Opportunities Fund
1.56%
▲ 1.20%
13
Sell
May 16, 2025
T. Rowe Price Dividend Growth Fund, Inc.
0%
▲ 14.21%
22
Sell
May 15, 2025
3M
2.82%
▲ 30.37%
12
Sell
May 15, 2025
Pfizer
3%
▼ 13.10%
33
Buy
May 08, 2025
Owens Corning
2.61%
▼ 2.47%
3
Buy
May 08, 2025
Nvidia
2.48%
▲ 32.52%
18
Sell
May 06, 2025
TSMC
0%
▲ 29.24%
9
Sell
May 06, 2025
Invesco S&P 500 Momentum ETF
0.6%
▲ 11.38%
4
Buy
Apr 28, 2025
Celsius Holdings
0.69%
▲ 11.17%
3
Buy
Apr 28, 2025
KeyCorp
4.38%
▲ 47.37%
19
Buy
Apr 22, 2025
Fidelity Select Semiconductors Portfolio
0.38%
▲ 15.29%
21
Buy
Apr 22, 2025
Baron Focused Growth Fund Retail Shs
0.83%
▲ 19.12%
11
Buy
Apr 22, 2025
Energy Transfer
10.72%
▲ 150.07%
16
Buy
Apr 21, 2025
Netflix
0%
▲ 23.92%
2
Sell
Apr 21, 2025
Dow Inc
1.1%
▼ 5.54%
14
Buy
Apr 15, 2025
Boston Properties
0%
▲ 16.08%
2
Sell
Apr 15, 2025