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New Portfolio - New Portfolio

Julie

New Portfolio
Individual Investor
Ranked #2,134 out of 799,891 TipRanks' Investors
Success Rate
93%
82 out of 88
profitable transactions
Average Return
59.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 25.19%
6-Month Return▲ 2.91%
12-Month Return▲ 50.85%
YTD Return▼ 7.66%
Total Return▲ 159.41%

Best Trade

Opened at
Closed at-
Gain▲ 180.82%

Bio

This is my investment portfolio.

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 3.56%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 19.02%
Nov 2024
▲ 5.41%
▼ 2.41%
▲ 9.24%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 0.03%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 12.94%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.67%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 3.79%
Apr 2025
▲ 11.76%
▲ 7.15%
▲ 11.87%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 3.56%
▲ 25.97%▲ 5.96%▲ 19.02%
▲ 5.41%▼ 2.41%▲ 9.24%
▲ 6.02%▲ 2.69%▲ 0.03%
▼ 12.86%▼ 1.27%▼ 12.94%
▼ 1.80%▼ 5.57%▼ 8.67%
▲ 1.76%▼ 0.87%▲ 3.79%
▲ 11.76%▲ 7.15%▲ 11.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
71.66%
▲ 37.25%
38
Buy
Feb 08, 2023
Microsoft
9.61%
▲ 105.86%
14
Buy
Oct 01, 2022
Apple
15.31%
▲ 72.76%
27
Buy
Oct 01, 2022
Niu Technologies
▼ 18.71%
2
Close
Nov 10, 2021
MicroSectors FANG+ Index 3X Leveraged ETN
▲ 90.15%
3
Close
Nov 01, 2021
Invesco QQQ Trust
3.42%
▲ 85.23%
5
Buy
Jul 16, 2021
Mastercard
▲ 17.14%
2
Close
Dec 18, 2020
Nio
0.01%
▼ 92.48%
1
Open
Nov 25, 2020
SPDR S&P 500 ETF Trust
▲ 12.12%
2
Close
Aug 08, 2020