New Portfolio - New Portfolio

v3071185@yahoo.com

New Portfolio
Individual Investor
Ranked #128,861 out of 748,626 TipRanks' Investors
Success Rate
60%
148 out of 247
profitable transactions
Average Return
8.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.35%
6-Month Return▲ 3.34%
12-Month Return▲ 10.46%
YTD Return▲ 0.19%
Total Return▲ 4.60%

Best Trade

Opened at
Closed at-
Gain▲ 248.98%

Bio

Long-term portfolio

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 12.40%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.39%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.85%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.11%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.66%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.00%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.49%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 1.19%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 12.40%
▼ 1.87%▲ 1.59%▼ 4.39%
▲ 14.08%▲ 5.22%▲ 3.85%
▲ 5.05%▲ 3.27%▲ 3.11%
▼ 12.40%▼ 4.03%▼ 5.66%
▲ 11.46%▲ 5.06%▲ 2.00%
▼ 2.25%▲ 3.53%▲ 0.49%
▲ 24.77%▼ 1.07%▲ 1.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Adobe
5.56%
▲ 20.78%
6
Buy
Apr 25, 2024
Verizon
0%
▲ 16.91%
3
Sell
Apr 25, 2024
Coinbase Global
0%
▲ 69.38%
6
Sell
Apr 02, 2024
Invesco QQQ Trust
15.04%
▲ 46.43%
7
Buy
Apr 02, 2024
SentinelOne
0%
▲ 5.33%
2
Sell
Apr 02, 2024
ZoomInfo Technologies
0%
▼ 51.59%
6
Sell
Apr 02, 2024
Advance Auto Parts
0%
▼ 11.33%
2
Sell
Apr 02, 2024
Pfizer
0%
▲ 11.40%
2
Sell
Apr 02, 2024
Bristol-Myers Squibb
0%
▼ 5.62%
2
Sell
Apr 02, 2024
iShares Core S&P 500 ETF
5.61%
▲ 4.13%
1
Open
Apr 02, 2024
Autodesk
0%
▼ 3.38%
4
Sell
Feb 06, 2024
Veeva Systems
0%
▼ 7.08%
4
Sell
Feb 06, 2024
Charter Communications
1.89%
▲ 8.60%
1
Open
Feb 06, 2024
Nike
1.24%
▼ 29.88%
1
Open
Feb 06, 2024
Digital Turbine
0.2%
▼ 78.50%
3
Buy
Jan 19, 2024
Albemarle
1.59%
▼ 36.51%
2
Buy
Jan 19, 2024
SolarEdge Technologies
0.61%
▼ 74.34%
2
Buy
Jan 19, 2024
Epam Systems
0%
▼ 21.15%
8
Sell
Jan 18, 2024
Target
0%
▲ 17.47%
2
Sell
Jan 18, 2024
FMC
1.53%
▼ 15.80%
2
Buy
Jan 18, 2024