New Portfolio - New Portfolio

Daniel

New Portfolio
Individual Investor
Ranked #113,178 out of 757,103 TipRanks' Investors
Success Rate
63%
166 out of 263
profitable transactions
Average Return
8.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.74%
6-Month Return▲ 6.81%
12-Month Return▲ 24.76%
YTD Return▲ 12.49%
Total Return▲ 44.16%

Best Trade

Opened at
Closed at-
Gain▲ 206.39%

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
▼ 1.18%
▼ 0.15%
▼ 0.43%
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%
▼ 1.18%▼ 0.15%▼ 0.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Boeing
1.33%
▲ 6.92%
8
Open
Jul 27, 2023
SPDR Dow Jones Industrial Average ETF Trust
0%
▲ 20.11%
1
Open
Jul 24, 2023
Cigna
1.8%
▲ 23.87%
1
Open
Jul 21, 2023
Bank of America
6.2%
▲ 27.62%
7
Buy
Jul 18, 2023
Wells Fargo
4.97%
▲ 39.03%
7
Buy
Jul 14, 2023
Direxion Daily Financial Bull 3x Shares
2.81%
▲ 37.69%
13
Open
Jul 14, 2023
Direxion Daily 20+ Year Treasury Bull 3X Shares
1.21%
▼ 12.46%
1
Open
Jul 14, 2023
Adobe
2.83%
▲ 7.30%
4
Buy
Jul 13, 2023
Blackstone Group
3.7%
▲ 21.81%
7
Buy
Jul 13, 2023
Banco Santander SA
3.96%
▲ 22.01%
6
Buy
Jul 13, 2023
JPMorgan Chase & Co.
2.79%
▲ 5.76%
5
Open
Jul 13, 2023
Barclays
5.08%
▲ 36.76%
2
Buy
Jul 13, 2023
Invesco QQQ Trust
▲ 36.25%
2
Close
Jul 13, 2023
BlackRock
2.48%
▲ 26.31%
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
1.7%
▼ 5.60%
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
2.94%
▲ 4.58%
8
Buy
Jul 10, 2023