Working with TipRanks
Follow Us
Stocks
ETFs
Options
Commodities
Crypto
Currency
Research Tools
Calendars
Economic Indicators
Calculators
Education
About Us
Working with TipRanks
Follow Us
New Portfolio - New Portfolio
Pat
New PortfolioIndividual Investor
Ranked #20,345 out of 730,653 TipRanks' Investors
Success Rate
86 out of 155
profitable transactions
profitable transactions
Average Return
64.21%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.14%
6-Month Return▲ 39.17%
12-Month Return▲ 43.88%
YTD Return▲ 18.51%
Total Return▲ 195.15%
Best Trade
Bio
This is my self managed equity portfolio, meant to be moderately aggressive. Dividend stocks and bonds in another portfolio.
Performance
14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 6.25%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.84%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.53%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.16%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 5.33%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.04%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.42%
Mar 2024
▼ 11.79%
▼ 2.83%
▼ 1.14%
Apr 2024
▼ 4.52%▼ 4.74%▼ 6.25%
▼ 6.45%▼ 2.17%▼ 4.84%
▲ 9.22%▲ 9.13%▲ 9.53%
▲ 5.14%▲ 4.57%▲ 6.16%
▼ 1.87%▲ 1.59%▲ 5.33%
▲ 14.08%▲ 5.22%▲ 10.04%
▲ 5.05%▲ 3.27%▲ 3.42%
▼ 11.79%▼ 2.83%▼ 1.14%