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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #200,915 out of 739,700 TipRanks' Investors
Success Rate
57%
55 out of 97
profitable transactions
Average Return
4.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.63%
6-Month Return▲ 54.53%
12-Month Return▲ 54.07%
YTD Return▲ 32.64%
Total Return▲ 42.04%

Best Trade

Opened at
Closed at
Gain▲ 158.83%

Bio

Tech and Banks

Performance

18.93%0-18.93%
▲ 9.22%
▲ 9.13%
▲ 7.58%
Nov 2023
▲ 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
▼ 6.43%
▲ 1.82%
▲ 0.50%
Jun 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 9.22%▲ 9.13%▲ 7.58%
▲ 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%
▼ 6.43%▲ 1.82%▲ 0.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CMS Energy
1.75%
▼ 1.17%
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
2.03%
▼ 0.95%
1
Open
Feb 11, 2024
Zoetis
2.06%
▼ 8.97%
1
Open
Feb 11, 2024
SPDR Gold Shares
6.28%
▲ 14.64%
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
1.61%
▼ 3.43%
3
Open
Jan 12, 2023
Diamondback
2.83%
▲ 57.15%
1
Open
Dec 19, 2022
UnitedHealth
2.16%
▼ 7.32%
1
Open
Nov 01, 2022
TotalEnergies
3.03%
▲ 42.17%
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
▲ 2.92%
2
Close
Sep 19, 2022
PepsiCo
2.39%
▲ 2.48%
1
Open
Jul 11, 2022
AbbVie
▲ 41.60%
2
Close
Jul 01, 2022
Devon Energy
4.11%
▼ 5.12%
2
Buy
Jun 24, 2022