tiprankstipranks

New Portfolio - New Portfolio

Lisa Cassidy

New Portfolio
Individual Investor
Ranked #409,036 out of 729,459 TipRanks' Investors
Success Rate
35%
299 out of 866
profitable transactions
Average Return
-9.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.13%
6-Month Return▲ 17.99%
12-Month Return▲ 25.56%
YTD Return▲ 0.71%
Total Return▼ 52.78%

Best Trade

Opened at
Closed at-
Gain▲ 271.35%

Bio

I am retired and I enjoy watching the stock markets, I'm still trying to learn when to buy and sell or hold

Performance

19.45%0-19.45%
▼ 4.52%
▼ 4.74%
▼ 7.91%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.42%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 14.03%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.60%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 7.40%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 19.45%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.34%
Mar 2024
▼ 14.65%
▼ 4.46%
▼ 10.15%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 7.91%
▼ 6.45%▼ 2.17%▼ 2.42%
▲ 9.22%▲ 9.13%▲ 14.03%
▲ 5.14%▲ 4.57%▲ 6.60%
▼ 1.87%▲ 1.59%▼ 7.40%
▲ 14.08%▲ 5.22%▲ 19.45%
▲ 5.05%▲ 3.27%▲ 1.34%
▼ 14.65%▼ 4.46%▼ 10.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Permian Resources
1.81%
▲ 45.80%
4
Buy
Apr 22, 2024
Lithium Americas Corp.
▼ 45.58%
3
Close
Apr 22, 2024
ZimVie Inc
▼ 14.65%
3
Close
Apr 22, 2024
iCAD
▼ 23.63%
4
Close
Apr 22, 2024
Fastly
0.74%
▼ 1.57%
2
Buy
Apr 22, 2024
Pacific Biosciences
0.11%
▼ 33.38%
4
Sell
Apr 22, 2024
Advanced Micro Devices
0.73%
▲ 35.69%
13
Sell
Apr 19, 2024
Walmart
0%
▲ 4.33%
3
Open
Apr 19, 2024
HIVE Blockchain Technologies
0.6%
▼ 11.28%
5
Buy
Apr 19, 2024
ProShares Bitcoin Strategy ETF
0%
▲ 0.06%
3
Open
Apr 19, 2024
Intel
▼ 0.47%
8
Close
Apr 19, 2024
Rocket Lab USA
0.46%
▼ 12.27%
5
Buy
Apr 19, 2024
Grayscale Bitcoin
1.7%
▲ 35.31%
2
Buy
Apr 19, 2024
Riot Platforms
1.07%
▲ 9.64%
15
Buy
Apr 17, 2024
Bluebird Bio
▼ 0.89%
11
Close
Apr 17, 2024
Main Street Capital
1.04%
▲ 24.18%
21
Buy
Apr 16, 2024
BigBearai Holdings
0.72%
▼ 18.29%
7
Buy
Apr 16, 2024
Commercial Metals Company
0.79%
▲ 11.11%
7
Buy
Apr 11, 2024
YieldMax TSLA Option Income Strategy ETF
0.27%
▼ 27.07%
11
Sell
Apr 11, 2024
Ardmore Shipping
▲ 70.21%
11
Close
Apr 09, 2024