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New Portfolio - New Portfolio
v3071185@yahoo.com
New PortfolioIndividual Investor
Ranked #176,729 out of 797,226 TipRanks' Investors
Success Rate
144 out of 252
profitable transactions
profitable transactions
Average Return
8.90%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.92%
6-Month Return▼ 3.79%
12-Month Return▲ 9.75%
YTD Return▼ 1.87%
Total Return▲ 10.68%
Best Trade
Bio
Long-term portfolio
Performance
25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 4.72%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.13%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.64%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 4.68%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 5.74%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.00%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.91%
Mar 2025
▲ 2.60%
▼ 1.53%
▼ 0.37%
Apr 2025
▲ 2.92%▲ 2.10%▲ 4.72%
▲ 10.00%▼ 0.89%▼ 2.13%
▲ 25.97%▲ 5.96%▲ 4.64%
▲ 5.39%▼ 2.41%▼ 4.68%
▲ 6.01%▲ 2.69%▲ 5.74%
▼ 12.86%▼ 1.27%▼ 1.00%
▼ 1.80%▼ 5.57%▼ 5.91%
▲ 2.60%▼ 1.53%▼ 0.37%
Recent Activity
Adobe
2.54%
▼ 16.34%
7
Sell
Dec 31, 2024
Innovative Industrial Properties
0.56%
▼ 34.79%
7
Sell
Dec 31, 2024
KE Holdings Inc. Sponsored ADR Class A
2.26%
▲ 30.43%
3
Buy
Dec 31, 2024
Epam Systems
2.74%
▼ 38.02%
9
Buy
Dec 31, 2024
Roblox
0%
▲ 32.28%
2
Sell
Dec 31, 2024
Align Tech
1.25%
▼ 12.93%
4
Buy
Dec 31, 2024
Petroleo Brasileiro SA- Petrobras
0%
▲ 54.10%
2
Sell
Dec 31, 2024
NextEra Energy
0%
▼ 7.17%
3
Sell
Dec 31, 2024
Paycom
3.51%
▼ 10.35%
3
Buy
Dec 31, 2024
Marketaxess Holdings
0%
▼ 12.97%
2
Sell
Dec 31, 2024
Humana
0%
▼ 35.18%
2
Sell
Dec 31, 2024
Charter Communications
0%
▲ 29.83%
2
Sell
Dec 31, 2024
SPDR S&P 500 ETF Trust
8.54%
▼ 5.73%
1
Open
Dec 31, 2024
Verizon
0%
▲ 30.27%
3
Sell
Apr 25, 2024
Coinbase Global
0%
▲ 50.18%
6
Sell
Apr 02, 2024
Invesco QQQ Trust
15.46%
▲ 51.63%
7
Buy
Apr 02, 2024
SentinelOne
0%
▼ 15.86%
2
Sell
Apr 02, 2024
ZoomInfo Technologies
0%
▼ 62.72%
6
Sell
Apr 02, 2024
Advance Auto Parts
0%
▼ 50.94%
2
Sell
Apr 02, 2024
Pfizer
0%
▼ 10.93%
2
Sell
Apr 02, 2024