New Portfolio - New Portfolio

JB

New Portfolio
Individual Investor
Ranked #87,416 out of 757,492 TipRanks' Investors
Success Rate
62%
52 out of 84
profitable transactions
Average Return
22.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.18%
6-Month Return▲ 3.38%
12-Month Return▲ 34.62%
YTD Return▲ 16.53%
Total Return▲ 21.09%

Best Trade

Opened at
Closed at-
Gain▲ 330.87%

Bio

Investment Portfolio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 9.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.53%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.48%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.22%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.60%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 0.35%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.78%
Aug 2024
▲ 5.59%
▲ 1.30%
▲ 0.95%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 9.22%
▲ 5.05%▲ 3.27%▲ 5.53%
▼ 12.40%▼ 4.03%▼ 6.48%
▲ 11.46%▲ 5.06%▲ 6.22%
▼ 2.25%▲ 3.53%▲ 1.60%
▲ 25.76%▲ 1.21%▲ 0.35%
▼ 4.21%▲ 2.34%▼ 0.78%
▲ 5.59%▲ 1.30%▲ 0.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Atlas
▲ 15.29%
3
Close
Mar 27, 2023
GE Healthcare Technologies Inc
0.02%
▲ 50.16%
1
Open
Jan 04, 2023
DiDi Global
▼ 30.95%
3
Close
Mar 01, 2022
BorgWarner
0.23%
▼ 15.79%
2
Buy
Jan 10, 2022
SPDR Portfolio S&P 500 ETF
0.28%
▲ 27.48%
2
Buy
Jan 10, 2022
Nvidia
8.9%
▲ 310.90%
2
Buy
Jan 10, 2022
Invesco QQQ Trust
11.44%
▲ 26.59%
2
Buy
Jan 10, 2022
Pfizer
0.53%
▼ 36.54%
2
Buy
Jan 10, 2022
Nucor
1.43%
▲ 40.09%
2
Buy
Jan 10, 2022
VanEck Semiconductor ETF
19.58%
▲ 63.97%
2
Buy
Jan 10, 2022
Carnival
0.99%
▼ 12.72%
2
Buy
Jan 10, 2022
iShares Global Clean Energy ETF
0.64%
▼ 31.12%
2
Buy
Jan 10, 2022
Coca-Cola
1.2%
▲ 32.23%
2
Buy
Jan 10, 2022
SPDR S&P Regional Banking ETF
0.2%
▼ 15.87%
2
Buy
Jan 10, 2022
GE Aerospace
0.13%
▲ 200.43%
2
Buy
Jan 10, 2022
Vanguard Information Technology ETF
9.67%
▲ 33.46%
2
Buy
Jan 10, 2022
Intel
0.21%
▼ 56.84%
2
Buy
Jan 10, 2022
Royal Caribbean
0.49%
▲ 110.26%
2
Buy
Jan 10, 2022
PepsiCo
1.79%
▲ 12.38%
2
Buy
Jan 10, 2022
Lucid Group
0.06%
▼ 92.42%
2
Buy
Jan 10, 2022