tiprankstipranks

New Portfolio - New Portfolio

William

New Portfolio
Individual Investor
Ranked #184,610 out of 731,395 TipRanks' Investors
Success Rate
55%
17 out of 31
profitable transactions
Average Return
14.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.31%
6-Month Return▲ 45.18%
12-Month Return▲ 39.93%
YTD Return▲ 20.41%
Total Return▲ 42.66%

Best Trade

Opened at
Closed at-
Gain▲ 167.96%

Bio

Personal holding portfolio. Include short, mid, long term positions, All equity.

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 2.71%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.75%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 13.68%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.60%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 5.06%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.07%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 7.41%
Mar 2024
▼ 9.51%
▼ 2.49%
▼ 1.27%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 2.71%
▼ 6.45%▼ 2.17%▼ 1.75%
▲ 9.22%▲ 9.13%▲ 13.68%
▲ 5.14%▲ 4.57%▲ 6.60%
▼ 1.87%▲ 1.59%▲ 5.06%
▲ 14.08%▲ 5.22%▲ 8.07%
▲ 5.05%▲ 3.27%▲ 7.41%
▼ 9.51%▼ 2.49%▼ 1.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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GE Healthcare Technologies Inc
3.46%
▲ 26.28%
1
Open
Jan 04, 2023
Danaher
16.53%
▼ 3.67%
3
Open
Oct 07, 2021
GE Aerospace
21.5%
▲ 156.38%
3
Sell
Oct 07, 2021
Berkshire Hathaway B
▼ 0.15%
5
Close
Oct 07, 2021
Alibaba
▼ 3.14%
2
Close
Oct 07, 2021
Citigroup
18.57%
▼ 3.62%
4
Sell
Aug 22, 2021
Visa
▼ 6.56%
2
Close
Aug 22, 2021
Microsoft
39.94%
▲ 53.11%
2
Buy
Aug 05, 2021
Merck & Company
▲ 6.98%
5
Close
Aug 05, 2021
Sony Group
▼ 6.32%
2
Close
Jul 27, 2021
Thermo Fisher
▲ 15.33%
2
Close
Jul 27, 2021
ARK Fintech Innovation ETF
▼ 5.51%
2
Close
Jul 27, 2021
Qualcomm
▲ 2.85%
2
Close
Apr 14, 2021
Salesforce
▲ 8.17%
2
Close
Apr 13, 2021
Mastercard
▼ 4.14%
3
Close
Mar 19, 2021
Emerson Electric Company
▼ 0.93%
3
Close
Mar 16, 2021
General Motors
▲ 2.86%
2
Close
Mar 15, 2021
Bank of America
▲ 1.88%
2
Close
Mar 12, 2021
Adobe
▲ 0.58%
2
Close
Mar 11, 2021