Forbes1 - New Portfolio

wrf967@gmail.com

Forbes1
Individual Investor
Ranked #91,381 out of 748,626 TipRanks' Investors
Success Rate
68%
30 out of 44
profitable transactions
Average Return
18.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.32%
6-Month Return▲ 4.70%
12-Month Return▲ 12.24%
YTD Return▲ 5.25%
Total Return▲ 22.49%

Best Trade

Opened at
Closed at-
Gain▲ 118.74%

Bio

Blue Chip

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 6.77%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.40%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.79%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.42%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.95%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.92%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.45%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 1.28%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.77%
▼ 1.87%▲ 1.59%▲ 0.40%
▲ 14.08%▲ 5.22%▲ 3.79%
▲ 5.05%▲ 3.27%▲ 2.42%
▼ 12.40%▼ 4.03%▼ 4.95%
▲ 11.46%▲ 5.06%▲ 2.92%
▼ 2.25%▲ 3.53%▼ 0.45%
▲ 24.77%▼ 1.07%▲ 1.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coupa Software
▲ 15.75%
2
Close
Feb 28, 2023
Snap
2.33%
▲ 16.75%
1
Open
Sep 14, 2022
Zscaler
2.33%
▼ 0.54%
1
Open
Sep 14, 2022
Enphase Energy
2.33%
▼ 62.85%
1
Open
Sep 07, 2022
Target
2.33%
▼ 23.65%
1
Open
Feb 17, 2022
HF Sinclair Corporation
2.33%
▲ 49.39%
1
Open
Feb 17, 2022
Federal Realty
2.33%
▲ 0.72%
1
Open
Feb 17, 2022
BlackRock
2.33%
▲ 17.58%
1
Open
Feb 17, 2022
Aptiv
2.33%
▼ 52.61%
1
Open
Feb 17, 2022
United Parcel
2.33%
▼ 33.76%
1
Open
Feb 17, 2022
Stryker
2.33%
▲ 33.83%
1
Open
Feb 17, 2022
UnitedHealth
2.33%
▲ 22.82%
1
Open
Feb 17, 2022
Starbucks
2.33%
▼ 16.93%
1
Open
Feb 17, 2022
Wells Fargo
2.33%
▲ 13.16%
1
Open
Feb 17, 2022
Ecolab
2.33%
▲ 40.86%
1
Open
Feb 17, 2022
Medtronic
2.33%
▼ 16.36%
1
Open
Feb 17, 2022
McDonald's
2.33%
▲ 6.06%
1
Open
Feb 17, 2022
Analog Devices
2.33%
▲ 44.23%
1
Open
Feb 17, 2022
Emerson Electric Company
2.33%
▲ 29.41%
1
Open
Feb 17, 2022
Linde
2.33%
▲ 53.49%
1
Open
Feb 17, 2022