tiprankstipranks

My Investments - New Portfolio

Diego

My Investments
Individual Investor
Ranked #412,241 out of 723,149 TipRanks' Investors
Success Rate
48%
125 out of 258
profitable transactions
Average Return
-2.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.96%
6-Month Return▲ 35.98%
12-Month Return▲ 22.90%
YTD Return▼ 0.51%
Total Return▲ 18.95%

Best Trade

Opened at
Closed at
Gain▲ 70.97%

Bio

Combination of all three types of holdings.

Performance

18.73%0-18.73%
▼ 8.63%
▼ 1.63%
▼ 6.87%
Aug 2023
▼ 4.52%
▼ 4.74%
▼ 8.44%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.30%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 13.81%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 18.73%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.40%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 0.52%
Feb 2024
▲ 2.73%
▲ 2.43%
▲ 4.61%
Mar 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 8.63%▼ 1.63%▼ 6.87%
▼ 4.52%▼ 4.74%▼ 8.44%
▼ 6.45%▼ 2.17%▼ 1.30%
▲ 9.22%▲ 9.13%▲ 13.81%
▲ 5.14%▲ 4.57%▲ 18.73%
▼ 1.87%▲ 1.59%▼ 4.40%
▲ 14.08%▲ 5.22%▼ 0.52%
▲ 2.73%▲ 2.43%▲ 4.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Honest Company
0.17%
▲ 39.78%
1
Open
Mar 13, 2023
Popular
3.87%
▲ 33.29%
3
Buy
Mar 09, 2023
JPMorgan Equity Premium Income ETF
85.03%
▲ 17.10%
2
Buy
Mar 09, 2023
Main Street Capital
▲ 5.57%
41
Close
Mar 03, 2023
Walgreens Boots Alliance
5.37%
▼ 38.47%
3
Buy
Feb 17, 2023
Shopify
▲ 10.10%
32
Close
Feb 10, 2023
Petco Health and Wellness Company
▲ 14.61%
2
Close
Dec 03, 2022
SoFi Technologies
▼ 18.31%
47
Close
Nov 01, 2022
Electrameccanica Vehicles
▲ 3.61%
15
Close
Oct 26, 2022
Tesla
▲ 1.91%
38
Close
Sep 25, 2022
Talon Metals
▲ 5.94%
6
Close
Aug 19, 2022
MGP Ingredients
▲ 6.81%
7
Close
Aug 19, 2022
Paypal Holdings
▼ 23.18%
6
Close
May 06, 2022
Lemonade
▲ 3.27%
5
Close
Apr 26, 2022
Planet 13 Holdings
▼ 6.52%
13
Close
Mar 29, 2022
Chewy
▼ 21.06%
21
Close
Jan 21, 2022
Boston Beer
▲ 1.80%
14
Close
Jan 07, 2022
Mercadolibre
▲ 7.49%
2
Close
Dec 28, 2021
Hims & Hers Health
▲ 1.40%
7
Close
Dec 17, 2021
Airbnb
▲ 6.17%
14
Close
Dec 16, 2021