Brokerage Account - 7479 - New Portfolio

apowers1975@gmail.com

Brokerage Account - 7479
Individual Investor
Ranked #491,085 out of 757,103 TipRanks' Investors
Success Rate
37%
629 out of 1681
profitable transactions
Average Return
-9.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.40%
6-Month Return▲ 2.42%
12-Month Return▲ 13.40%
YTD Return▼ 2.47%
Total Return▼ 16.40%

Best Trade

Opened at
Closed at-
Gain▲ 403.22%

Bio

Quality, Very Screened Growth Stocks with a Part Exposure to Commodities Tied to the Battery Mega Trend. Stock are purchased with a long-term investing view which means some positions have not yet matured. This is NOT a trading portfolio.

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 4.36%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.14%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.93%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.28%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.66%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.81%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.49%
Aug 2024
▼ 1.18%
▼ 0.15%
▲ 0.36%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 4.36%
▲ 5.05%▲ 3.27%▼ 0.14%
▼ 12.40%▼ 4.03%▼ 5.93%
▲ 11.46%▲ 5.06%▲ 2.28%
▼ 2.25%▲ 3.53%▲ 0.66%
▲ 25.76%▲ 1.21%▲ 2.81%
▼ 4.21%▲ 2.34%▼ 0.49%
▼ 1.18%▼ 0.15%▲ 0.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Six Flags
▲ 54.37%
4
Close
Jul 01, 2024
Shockwave Medical
▲ 47.69%
17
Close
May 30, 2024
Arco Platform
▲ 6.52%
3
Close
Dec 06, 2023
Lithium Americas
▲ 9.30%
29
Close
Oct 03, 2023
Safety Insurance Group
1.55%
▼ 4.73%
27
Buy
Mar 21, 2023
Walker & Dunlop
0.72%
▲ 22.61%
9
Buy
Mar 21, 2023
Boston Omaha
0.72%
▼ 37.82%
29
Buy
Mar 21, 2023
Datadog
1.09%
▲ 34.88%
14
Buy
Mar 21, 2023
Endava
0.25%
▼ 61.07%
9
Buy
Mar 21, 2023
Rimini Street
0.22%
▼ 58.33%
15
Buy
Mar 21, 2023
Radware
0.21%
▲ 9.50%
8
Buy
Mar 21, 2023
Outset Medical
0.02%
▼ 97.79%
19
Buy
Mar 21, 2023
Coupang
2.31%
▼ 6.47%
57
Buy
Mar 17, 2023
Lemonade
1.01%
▼ 14.96%
34
Buy
Mar 17, 2023
Marqeta
0.99%
▼ 34.37%
45
Buy
Mar 17, 2023
NovoCure
0.19%
▼ 76.29%
13
Buy
Mar 17, 2023
Houlihan Lokey
0.28%
▲ 97.75%
3
Buy
Mar 17, 2023
Exponent
0.52%
▲ 13.27%
7
Buy
Mar 17, 2023
JD
0.85%
▼ 51.11%
25
Buy
Mar 17, 2023
Compass Minerals International
0.09%
▼ 71.93%
10
Buy
Mar 17, 2023