New Portfolio - New Portfolio

Zach Y

New Portfolio
Individual Investor
Ranked #82,240 out of 748,626 TipRanks' Investors
Success Rate
61%
83 out of 137
profitable transactions
Average Return
16.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 11.50%
6-Month Return▲ 5.66%
12-Month Return▼ 6.98%
YTD Return▲ 5.50%
Total Return▲ 49.08%

Best Trade

Opened at
Closed at
Gain▲ 580.76%

Bio

Journey of a thousand dollars, start from a penny

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▼ 5.15%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.01%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.34%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.19%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 7.35%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.66%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.90%
Jun 2024
▲ 24.77%
▼ 1.07%
▼ 10.19%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▼ 5.15%
▼ 1.87%▲ 1.59%▼ 1.01%
▲ 14.08%▲ 5.22%▲ 3.34%
▲ 5.05%▲ 3.27%▲ 3.19%
▼ 12.40%▼ 4.03%▲ 7.35%
▲ 11.46%▲ 5.06%▲ 5.66%
▼ 2.25%▲ 3.53%▼ 1.90%
▲ 24.77%▼ 1.07%▼ 10.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walt Disney
10.24%
▼ 2.07%
14
Buy
Jul 09, 2024
Boeing
0%
▲ 5.96%
9
Sell
Jul 08, 2024
Advanced Micro Devices
0%
▼ 6.61%
3
Open
Jun 25, 2024
Micron
17.79%
▲ 34.63%
21
Buy
Jun 21, 2024
Nvidia
5.51%
▲ 0.91%
3
Open
Jun 10, 2024
Matterport
5.56%
▲ 6.52%
3
Buy
Jun 06, 2024
Up Fintech Holding
0%
▲ 12.28%
5
Sell
May 14, 2024
Alphabet Class A
0%
▲ 59.32%
10
Sell
Mar 22, 2024
OCBC
0%
▲ 19.02%
1
Open
Jan 31, 2024
Netlist
1.15%
▼ 50.12%
4
Open
Jan 03, 2024
DBS Group Holdings
0%
▲ 30.52%
1
Open
Nov 27, 2023
SIA - Singapore Airlines
0%
▲ 10.85%
1
Open
Nov 27, 2023
Reneo Pharmaceuticals
2.14%
▼ 68.98%
14
Buy
Nov 10, 2023
Coca-Cola
0%
▲ 7.03%
4
Open
Oct 15, 2023
Altus Power
▼ 11.97%
2
Close
Oct 15, 2023
United Airlines Holdings
0%
▲ 4.73%
3
Open
Aug 07, 2023
Microvast Holdings
▲ 33.16%
2
Close
Aug 07, 2023
Delta Air Lines
0%
▲ 29.34%
3
Sell
May 02, 2023
Caesars Entertainment
0%
▼ 24.33%
3
Sell
May 02, 2023
SPDR S&P 500 ETF Trust
0%
▲ 34.76%
1
Open
Apr 10, 2023