New Portfolio - New Portfolio

Daniel

New Portfolio
Individual Investor
Ranked #114,226 out of 757,492 TipRanks' Investors
Success Rate
64%
167 out of 263
profitable transactions
Average Return
9.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.31%
6-Month Return▲ 6.59%
12-Month Return▲ 31.34%
YTD Return▲ 14.97%
Total Return▲ 47.34%

Best Trade

Opened at
Closed at-
Gain▲ 219.41%

Bio

Large Cap, ETF

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 4.90%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.31%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.20%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.09%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.13%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.30%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.35%
Aug 2024
▲ 5.59%
▲ 1.30%
▲ 1.77%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 4.90%
▲ 5.05%▲ 3.27%▲ 5.31%
▼ 12.40%▼ 4.03%▼ 3.20%
▲ 11.46%▲ 5.06%▲ 3.09%
▼ 2.25%▲ 3.53%▲ 0.13%
▲ 25.76%▲ 1.21%▲ 2.30%
▼ 4.21%▲ 2.34%▲ 1.35%
▲ 5.59%▲ 1.30%▲ 1.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Boeing
1.29%
▲ 6.79%
8
Open
Jul 27, 2023
SPDR Dow Jones Industrial Average ETF Trust
0%
▲ 21.30%
1
Open
Jul 24, 2023
Cigna
1.77%
▲ 24.23%
1
Open
Jul 21, 2023
Bank of America
6.18%
▲ 29.64%
7
Buy
Jul 18, 2023
Wells Fargo
5.06%
▲ 40.90%
7
Buy
Jul 14, 2023
Direxion Daily Financial Bull 3x Shares
2.82%
▲ 38.28%
13
Open
Jul 14, 2023
Direxion Daily 20+ Year Treasury Bull 3X Shares
1.16%
▼ 16.48%
1
Open
Jul 14, 2023
Adobe
2.86%
▲ 8.71%
4
Buy
Jul 13, 2023
Blackstone Group
3.71%
▲ 23.50%
7
Buy
Jul 13, 2023
Banco Santander SA
3.92%
▲ 23.32%
6
Buy
Jul 13, 2023
JPMorgan Chase & Co.
2.78%
▲ 5.97%
5
Open
Jul 13, 2023
Barclays
5.1%
▲ 40.67%
2
Buy
Jul 13, 2023
Invesco QQQ Trust
▲ 36.25%
2
Close
Jul 13, 2023
BlackRock
2.45%
▲ 30.55%
1
Open
Jul 13, 2023
Visa
▲ 6.72%
2
Close
Jul 10, 2023
Starbucks
▲ 1.53%
6
Close
Jul 10, 2023
iShares MSCI Mexico ETF
1.65%
▼ 5.54%
3
Open
Jul 10, 2023
Salesforce
▲ 0.74%
6
Close
Jul 10, 2023
Microsoft
▲ 27.31%
9
Close
Jul 10, 2023
iShares MSCI Brazil ETF
2.81%
▲ 4.48%
8
Buy
Jul 10, 2023