tiprankstipranks

New Portfolio - New Portfolio

Josh Wehrli

New Portfolio
Individual Investor
Ranked #527,340 out of 730,653 TipRanks' Investors
Success Rate
43%
36 out of 84
profitable transactions
Average Return
-11.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.16%
6-Month Return▲ 8.05%
12-Month Return▲ 10.13%
YTD Return▼ 7.58%
Total Return▼ 17.25%

Best Trade

Opened at
Closed at-
Gain▲ 156.72%

Bio

This is my investment portfolio

Performance

15.59%0-15.59%
▼ 4.52%
▼ 4.74%
▼ 5.68%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.36%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 5.61%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.15%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 5.52%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.83%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.48%
Mar 2024
▼ 15.59%
▼ 2.83%
▼ 7.16%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.68%
▼ 6.45%▼ 2.17%▼ 2.36%
▲ 9.22%▲ 9.13%▲ 5.61%
▲ 5.14%▲ 4.57%▲ 8.15%
▼ 1.87%▲ 1.59%▼ 5.52%
▲ 14.08%▲ 5.22%▲ 1.83%
▲ 5.05%▲ 3.27%▲ 3.48%
▼ 15.59%▼ 2.83%▼ 7.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Surface Oncology
▼ 84.58%
2
Close
Sep 11, 2023
Coherus Biosciences
0.06%
▼ 59.60%
1
Open
Sep 11, 2023
Tencent Holdings
0.21%
▼ 15.17%
1
Open
Dec 29, 2021
Gotham Enhanced 500 ETF
9.7%
▲ 16.51%
1
Open
Nov 01, 2021
Alibaba
13.06%
▼ 59.65%
10
Buy
Oct 29, 2021
Intel
11.74%
▼ 34.08%
6
Buy
Oct 29, 2021
Meta Platforms
27.98%
▲ 38.48%
3
Buy
Oct 28, 2021
Hibbett Sports
▼ 7.14%
4
Close
Oct 28, 2021
Jefferies
▲ 44.34%
3
Close
Oct 28, 2021
Seneca Foods
▲ 6.80%
5
Close
Oct 28, 2021
PulteGroup
▼ 8.54%
2
Close
Oct 28, 2021
Credit Acceptance
▲ 6.79%
4
Close
Oct 28, 2021
Smith & Wesson Brands
▼ 13.52%
4
Close
Oct 28, 2021
Live Ventures
▼ 6.34%
2
Close
Oct 28, 2021
Herbalife
▼ 4.36%
4
Close
Oct 28, 2021
Foot Locker
▼ 9.95%
2
Close
Oct 28, 2021
Berkshire Hathaway B
0.93%
▲ 44.61%
1
Open
Oct 05, 2021
SPDR S&P 500 ETF Trust
7.07%
▲ 8.75%
3
Open
Aug 30, 2021
Carnival
▲ 16.39%
3
Close
Aug 30, 2021
iShares TIPS Bond ETF
▲ 0.31%
6
Close
Aug 26, 2021