Brokerage Account - 7479 - New Portfolio

apowers1975@gmail.com

Brokerage Account - 7479
Individual Investor
Ranked #467,283 out of 757,859 TipRanks' Investors
Success Rate
38%
631 out of 1681
profitable transactions
Average Return
-8.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.04%
6-Month Return▲ 2.08%
12-Month Return▲ 19.64%
YTD Return▼ 1.36%
Total Return▼ 15.46%

Best Trade

Opened at
Closed at-
Gain▲ 406.14%

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%
▲ 0.64%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.81%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.49%
Aug 2024
▲ 3.13%
▲ 1.37%
▲ 1.52%
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%▲ 0.64%
▲ 25.76%▲ 1.21%▲ 2.81%
▼ 4.21%▲ 2.34%▼ 0.49%
▲ 3.13%▲ 1.37%▲ 1.52%

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
1.49%
▼ 4.77%
27
Buy
Mar 21, 2023
Walker & Dunlop
0.72%
▲ 28.05%
9
Buy
Mar 21, 2023
Boston Omaha
0.7%
▼ 36.41%
29
Buy
Mar 21, 2023
Datadog
1.1%
▲ 40.05%
14
Buy
Mar 21, 2023
Endava
0.22%
▼ 64.89%
9
Buy
Mar 21, 2023
Rimini Street
0.2%
▼ 60.35%
15
Buy
Mar 21, 2023
Radware
0.21%
▲ 8.40%
8
Buy
Mar 21, 2023
Outset Medical
0.02%
▼ 97.86%
19
Buy
Mar 21, 2023
Coupang
2.33%
▼ 4.91%
57
Buy
Mar 17, 2023
Lemonade
0.92%
▼ 18.33%
34
Buy
Mar 17, 2023
Marqeta
0.96%
▼ 33.07%
45
Buy
Mar 17, 2023
NovoCure
0.17%
▼ 78.25%
13
Buy
Mar 17, 2023
Houlihan Lokey
0.28%
▲ 100.48%
3
Buy
Mar 17, 2023
Exponent
0.53%
▲ 16.29%
7
Buy
Mar 17, 2023
JD
1.05%
▼ 45.95%
25
Buy
Mar 17, 2023
Compass Minerals International
0.08%
▼ 72.86%
10
Buy
Mar 17, 2023