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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #480,740 out of 728,988 TipRanks' Investors
Success Rate
38%
37 out of 98
profitable transactions
Average Return
-11.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.37%
6-Month Return▼ 2.94%
12-Month Return▼ 5.64%
YTD Return▼ 9.16%
Total Return▼ 41.65%

Best Trade

Opened at
Closed at-
Gain▲ 41.03%

Bio

Performance

24.26%0-24.26%
▼ 4.52%
▼ 4.74%
▼ 6.81%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 8.31%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.92%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 1.98%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 8.80%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.94%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.65%
Mar 2024
▼ 24.26%
▼ 4.50%
▼ 6.25%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 6.81%
▼ 6.45%▼ 2.17%▼ 8.31%
▲ 9.22%▲ 9.13%▲ 8.92%
▲ 5.14%▲ 4.57%▲ 1.98%
▼ 1.87%▲ 1.59%▼ 8.80%
▲ 14.08%▲ 5.22%▲ 6.94%
▲ 5.05%▲ 3.27%▼ 0.65%
▼ 24.26%▼ 4.50%▼ 6.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Alphabet Class A
▼ 3.44%
8
Close
Oct 07, 2023
Allogene Therapeutics
▼ 76.82%
11
Close
Oct 07, 2023
Baidu
▲ 23.70%
3
Close
Oct 07, 2023
Alpine Income Property Trust Inc
▲ 9.39%
2
Close
Oct 07, 2023
Invesco QQQ Trust
0%
▲ 14.95%
1
Open
Jul 03, 2023
Berkshire Hathaway B
13%
▲ 23.75%
7
Buy
Apr 21, 2023
Welltower
30.49%
▲ 19.54%
9
Buy
Apr 21, 2023
Carnival
▼ 9.97%
4
Close
Apr 21, 2023
Tesla
9.44%
▼ 26.51%
8
Buy
Apr 21, 2023
Devon Energy
14.97%
▼ 12.05%
4
Buy
Apr 21, 2023
Direxion Daily Gold Miners Index Bear 2x Shares
▼ 31.33%
2
Close
Apr 21, 2023
Financial Select Sector SPDR Fund
▼ 9.30%
7
Close
Mar 16, 2023
Direxion Daily MSCI Real Estate Bear 3X Shares
▼ 26.89%
5
Close
Feb 20, 2023
Direxion Daily S&P 500 Bear 3x Shares
▼ 29.11%
6
Close
Feb 20, 2023
EQT
▼ 21.00%
4
Close
Feb 20, 2023
Xcel Energy
▼ 2.29%
2
Close
Dec 16, 2022
Energy Select Sector SPDR Fund
▲ 19.87%
9
Close
Dec 05, 2022
Direxion Daily MSCI Emerging Markets Bear 3X Shares
▲ 15.30%
4
Close
Nov 01, 2022
Apple
▲ 7.70%
6
Close
Oct 25, 2022
Direxion Daily Small Cap Bear 3x Shares
▼ 11.75%
4
Close
Oct 25, 2022