tiprankstipranks

New Portfolio - New Portfolio

QW

New Portfolio
Individual Investor
Ranked #89,983 out of 731,625 TipRanks' Investors
Success Rate
61%
146 out of 239
profitable transactions
Average Return
8.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.34%
6-Month Return▲ 10.50%
12-Month Return▲ 29.81%
YTD Return▲ 3.66%
Total Return▲ 55.05%

Best Trade

Opened at
Closed at-
Gain▲ 140.43%

Bio

Investing is fun!

Performance

14.36%0-14.36%
▼ 4.52%
▼ 4.74%
▼ 4.49%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.00%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 14.36%
Nov 2023
▲ 5.14%
▲ 4.57%
▼ 1.30%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.53%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.91%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 1.29%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.21%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.49%
▼ 6.45%▼ 2.17%▼ 3.00%
▲ 9.22%▲ 9.13%▲ 14.36%
▲ 5.14%▲ 4.57%▼ 1.30%
▼ 1.87%▲ 1.59%▼ 0.53%
▲ 14.08%▲ 5.22%▲ 8.91%
▲ 5.05%▲ 3.27%▼ 1.29%
▼ 12.40%▼ 4.03%▼ 3.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Vanguard S&P 500 ETF
8.83%
▲ 2.53%
29
Sell
Apr 30, 2024
Apple
21.54%
▲ 27.96%
30
Buy
Apr 26, 2024
Amazon
17.56%
▲ 30.21%
6
Buy
Apr 26, 2024
Nvidia
2.04%
▲ 2.23%
5
Open
Apr 19, 2024
Tesla
0.86%
▲ 7.92%
4
Buy
Apr 17, 2024
Walmart
1.44%
▲ 1.65%
6
Buy
Apr 01, 2024
Microsoft
17.74%
▲ 48.87%
20
Buy
Mar 16, 2024
Visa
2.54%
▼ 1.70%
7
Buy
Mar 16, 2024
Meta Platforms
4.41%
▼ 7.95%
4
Buy
Mar 11, 2024
Nike
▼ 0.75%
2
Close
Jan 31, 2024
Palantir Technologies
1.18%
▲ 83.92%
11
Sell
Dec 02, 2023
Vanguard 500 Index Fund Institutional Select Shares
▲ 3.51%
14
Close
Nov 19, 2023
Blackstone Group
▲ 8.28%
15
Close
Nov 14, 2023
Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
▼ 5.40%
28
Close
Nov 04, 2023
UiPath
▼ 60.14%
6
Close
Nov 04, 2023
Taiwan Semiconductor Manufacturing
▼ 5.05%
11
Close
Nov 04, 2023
RingCentral
▼ 86.95%
2
Close
Nov 04, 2023
Fortinet
▼ 32.91%
2
Close
Nov 04, 2023
Crown Castle
▲ 0.70%
2
Close
Aug 01, 2023
Bank of America
▼ 11.14%
6
Close
Jun 10, 2023