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Portfolio_1 - New Portfolio

VVN

Portfolio_1
Individual Investor
Ranked #231,546 out of 799,718 TipRanks' Investors
Success Rate
57%
68 out of 119
profitable transactions
Average Return
8.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.91%
6-Month Return▼ 4.79%
12-Month Return▲ 14.86%
YTD Return▲ 1.71%
Total Return▲ 38.30%

Best Trade

Opened at
Closed at
Gain▲ 83.40%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 3.77%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.38%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 5.41%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 3.53%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.66%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.70%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 1.93%
Apr 2025
▲ 12.28%
▲ 7.15%
▲ 3.35%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 3.77%
▲ 25.97%▲ 5.96%▲ 4.38%
▲ 5.41%▼ 2.41%▼ 5.41%
▲ 6.02%▲ 2.69%▲ 3.53%
▼ 12.86%▼ 1.27%▲ 0.66%
▼ 1.80%▼ 5.57%▼ 3.70%
▲ 1.76%▼ 0.87%▼ 1.93%
▲ 12.28%▲ 7.15%▲ 3.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
2.4%
▲ 6.60%
4
Open
Nov 24, 2024
Target
▼ 6.38%
4
Close
Nov 24, 2024
Gaming and Leisure
2.52%
▲ 19.12%
4
Buy
Nov 24, 2024
Realty Income
9.07%
▼ 0.93%
2
Buy
Nov 24, 2024
Advanced Micro Devices
▲ 64.12%
4
Close
Nov 24, 2024
Apple
0.56%
▲ 50.76%
3
Sell
Nov 24, 2024
Ares Capital
2.9%
▲ 25.80%
2
Buy
Nov 24, 2024
Strategy
42.28%
▼ 0.90%
1
Open
Nov 24, 2024
Barings BDC
2.89%
▼ 5.58%
1
Open
Nov 24, 2024
Blackstone Secured Lending Fund
2.93%
▲ 3.85%
1
Open
Nov 24, 2024
Goldman Sachs BDC
2.98%
▼ 7.52%
1
Open
Nov 24, 2024
Blue Owl Capital
8.94%
▲ 2.39%
1
Open
Nov 24, 2024
OFS Credit Company
5.39%
▲ 3.45%
1
Open
Nov 24, 2024
Pennantpark Investment
6.48%
▲ 5.26%
1
Open
Nov 24, 2024
FS KKR Capital
5.6%
▲ 2.73%
1
Open
Nov 24, 2024
Nuveen Churchill Direct Lending Corp.
2.94%
▼ 1.93%
1
Open
Nov 24, 2024
Under Armour
▼ 4.52%
6
Close
Nov 11, 2024
Coca-Cola
▲ 12.34%
2
Close
Nov 11, 2024
Tesla
▲ 26.45%
8
Close
Nov 11, 2024
iShares Global Clean Energy UCITS ETF
▼ 31.23%
2
Close
Nov 11, 2024