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New Portfolio - New Portfolio
xyz
New PortfolioIndividual Investor
Ranked #168,324 out of 748,626 TipRanks' Investors
Success Rate
58 out of 97
profitable transactions
profitable transactions
Average Return
4.36%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.99%
6-Month Return▲ 42.15%
12-Month Return▲ 47.77%
YTD Return▲ 32.40%
Total Return▲ 41.79%
Best Trade
Bio
Tech and Banks
Performance
24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 18.93%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.52%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 13.75%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 9.92%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.23%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.66%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.23%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 1.57%
Jul 2024
▲ 5.14%▲ 4.57%▲ 18.93%
▼ 1.87%▲ 1.59%▼ 3.52%
▲ 14.08%▲ 5.22%▲ 13.75%
▲ 5.05%▲ 3.27%▲ 9.92%
▼ 12.40%▼ 4.03%▼ 0.23%
▲ 11.46%▲ 5.06%▲ 9.66%
▼ 2.25%▲ 3.53%▼ 1.23%
▲ 24.77%▼ 1.07%▲ 1.57%
Recent Activity
CMS Energy
1.86%
▲ 3.44%
1
Open
May 06, 2024
Coinbase Global
―
▼ 6.77%
2
Close
Apr 27, 2024
JM Smucker
―
▼ 15.57%
2
Close
Feb 11, 2024
iShares 20+ Year Treasury Bond ETF
2.06%
▼ 0.16%
1
Open
Feb 11, 2024
Zoetis
2.13%
▼ 7.62%
1
Open
Feb 11, 2024
SPDR Gold Shares
6.53%
▲ 16.87%
1
Open
May 12, 2023
Exelon
―
▼ 0.06%
2
Close
Mar 29, 2023
Energy Transfer
―
▲ 40.60%
2
Close
Mar 29, 2023
SPDR S&P Regional Banking ETF
―
▼ 38.96%
2
Close
Mar 29, 2023
Star Bulk Carriers
―
▼ 13.97%
2
Close
Mar 29, 2023
Charles Schwab
1.48%
▼ 7.85%
3
Open
Jan 12, 2023
Diamondback
2.97%
▲ 62.12%
1
Open
Dec 19, 2022
UnitedHealth
2.53%
▲ 4.53%
1
Open
Nov 01, 2022
TotalEnergies
3.01%
▲ 41.58%
1
Open
Oct 19, 2022
Abbott Laboratories
―
▼ 4.13%
4
Close
Oct 05, 2022
Walmart
―
▲ 9.04%
2
Close
Oct 05, 2022
Keurig Dr Pepper
―
▲ 2.93%
2
Close
Sep 19, 2022
PepsiCo
2.56%
▲ 6.17%
1
Open
Jul 11, 2022
AbbVie
―
▲ 41.60%
2
Close
Jul 01, 2022
Devon Energy
4.11%
▼ 6.43%
2
Buy
Jun 24, 2022