New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #326,601 out of 756,193 TipRanks' Investors
Success Rate
49%
209 out of 423
profitable transactions
Average Return
3.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.33%
6-Month Return▼ 7.99%
12-Month Return▼ 8.05%
YTD Return▼ 13.45%
Total Return▲ 26.84%

Best Trade

Opened at
Closed at
Gain▲ 272.31%

Bio

my portfolio. Mix of value, growth, shareholder return stocks.

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▼ 1.98%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.60%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.35%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.49%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.49%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.72%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 2.06%
Aug 2024
▼ 7.75%
▼ 2.64%
▼ 2.76%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▼ 1.98%
▲ 5.05%▲ 3.27%▲ 1.60%
▼ 12.40%▼ 4.03%▼ 8.35%
▲ 11.46%▲ 5.06%▲ 3.49%
▼ 2.25%▲ 3.53%▼ 4.49%
▲ 25.76%▲ 1.21%▲ 4.72%
▼ 4.21%▲ 2.34%▼ 2.06%
▼ 7.75%▼ 2.64%▼ 2.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Las Vegas Sands
0.84%
▼ 30.90%
13
Buy
Apr 18, 2024
Nvidia
0%
▲ 64.21%
8
Sell
Apr 18, 2024
InMode
▼ 46.19%
8
Close
Apr 18, 2024
Pioneer Power Solutions
1.6%
▼ 6.30%
5
Buy
Apr 18, 2024
Gatekeeper Systems
0.16%
▼ 15.25%
1
Open
Apr 18, 2024
Evolv Technologies Holdings
0.42%
▼ 0.76%
1
Open
Apr 18, 2024
Pfizer
▼ 2.33%
7
Close
Mar 27, 2024
Altigen Communications
0.65%
▼ 20.74%
5
Buy
Mar 27, 2024
Alight
▼ 5.26%
2
Close
Mar 20, 2024
Meta Platforms
1.86%
▲ 29.76%
13
Sell
Mar 16, 2024
Amazon
1.32%
▲ 23.06%
16
Open
Mar 16, 2024
AerSale Corporation
2.08%
▼ 61.70%
12
Buy
Mar 12, 2024
Alphabet Class A
▼ 0.71%
4
Close
Mar 12, 2024
Perion Network
1.08%
▼ 59.91%
15
Buy
Feb 09, 2024
NY Community
0.72%
▼ 63.37%
9
Buy
Feb 02, 2024
International Business Machines
▲ 14.82%
11
Close
Jan 27, 2024
RiverNorth Opportunities Fund, Inc.
▲ 2.76%
8
Close
Jan 20, 2024
Verizon
▼ 9.27%
8
Close
Jan 20, 2024
Phillips 66
▲ 75.11%
4
Close
Jan 20, 2024
fuboTV
▼ 90.72%
4
Close
Jan 20, 2024