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My Portfolio - New Portfolio

Iri_wealth

My Portfolio
Individual Investor
Ranked #346,440 out of 730,641 TipRanks' Investors
Success Rate
42%
256 out of 617
profitable transactions
Average Return
-2.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.46%
6-Month Return▲ 95.23%
12-Month Return▲ 36.16%
YTD Return▲ 18.81%
Total Return▼ 97.25%

Best Trade

Opened at
Closed at-
Gain▲ 82.48%

Bio

Short- & mid-term value growth stock ideas. The goal is to realize better than average returns compared to such benchmarks: S&P500 and Nasdaq. Actively managed portfolio.

Performance

48.70%0-48.70%
▼ 4.52%
▼ 4.74%
▼ 14.21%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 14.83%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.19%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 48.70%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 7.95%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.94%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 34.56%
Mar 2024
▼ 14.47%
▼ 2.83%
▼ 9.46%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 14.21%
▼ 6.45%▼ 2.17%▼ 14.83%
▲ 9.22%▲ 9.13%▲ 9.19%
▲ 5.14%▲ 4.57%▲ 48.70%
▼ 1.87%▲ 1.59%▼ 7.95%
▲ 14.08%▲ 5.22%▲ 5.94%
▲ 5.05%▲ 3.27%▲ 34.56%
▼ 14.47%▼ 2.83%▼ 9.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Ouster
1.4%
▼ 64.81%
2
Buy
Feb 10, 2023
Velodyne Lidar
▼ 78.57%
2
Close
Feb 10, 2023
Chevron
12.97%
▲ 53.13%
1
Open
Dec 07, 2021
Nutrien
4.11%
▼ 19.51%
1
Open
Dec 07, 2021
Tyson Foods
4.74%
▼ 22.64%
1
Open
Dec 07, 2021
Bj's Wholesale Club Holdings
5.99%
▲ 12.60%
1
Open
Dec 07, 2021
Home Depot
13.1%
▼ 14.65%
1
Open
Dec 07, 2021
VBI Vaccines
0.01%
▼ 42.67%
3
Open
Nov 29, 2021
AT&T
2.29%
▲ 0.30%
16
Open
Nov 24, 2021
Qualcomm
2.59%
▼ 5.91%
2
Sell
Nov 24, 2021
Asensus Surgical
0.19%
▼ 82.95%
1
Open
Nov 24, 2021
Coinbase Global
0.37%
▼ 24.35%
1
Open
Nov 24, 2021
Sadot Group
0.91%
▼ 74.77%
1
Open
Nov 24, 2021
Western Copper
5.16%
▲ 9.03%
1
Open
Nov 24, 2021
ChargePoint Holdings
0.03%
▼ 95.35%
2
Sell
Nov 24, 2021
Flux Power Holdings
2.42%
▼ 17.50%
1
Open
Nov 24, 2021
AYRO
0.26%
▼ 92.47%
1
Open
Nov 24, 2021
Polished.com
0%
▼ 99.99%
1
Open
Nov 24, 2021
HIVE Blockchain Technologies
1.43%
▼ 84.60%
1
Open
Nov 24, 2021
Hims & Hers Health
2.93%
▲ 82.48%
1
Open
Nov 24, 2021