New Portfolio - New Portfolio

RL

New Portfolio
Individual Investor
Ranked #292,862 out of 748,626 TipRanks' Investors
Success Rate
49%
233 out of 476
profitable transactions
Average Return
7.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.71%
6-Month Return▲ 9.03%
12-Month Return▲ 13.86%
YTD Return▲ 11.02%
Total Return▲ 29.97%

Best Trade

Opened at
Closed at-
Gain▲ 190.59%

Bio

Current Investment

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 1.64%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.93%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.29%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.43%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.90%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.07%
Jun 2024
▲ 24.77%
▼ 1.07%
▼ 4.34%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 1.64%
▼ 1.87%▲ 1.59%▲ 0.93%
▲ 14.08%▲ 5.22%▲ 5.29%
▲ 5.05%▲ 3.27%▲ 3.43%
▼ 12.40%▼ 4.03%▼ 1.36%
▲ 11.46%▲ 5.06%▲ 5.90%
▼ 2.25%▲ 3.53%▲ 1.07%
▲ 24.77%▼ 1.07%▼ 4.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pioneer Natural
▲ 33.19%
6
Close
May 02, 2024
Exxon Mobil
2.68%
▲ 1.84%
1
Open
May 02, 2024
Nvidia
11.12%
▲ 11.61%
16
Buy
Jul 17, 2023
Snowflake
3.81%
▲ 4.51%
10
Open
Jul 17, 2023
The Estée Lauder Companies
▲ 5.29%
5
Close
Jul 17, 2023
Shopify
0.88%
▼ 13.45%
1
Open
Jul 17, 2023
Wolfspeed
1.13%
▼ 72.53%
1
Open
Jul 17, 2023
MP Materials
▼ 27.22%
8
Close
Jul 05, 2023
Humana
1.93%
▼ 17.79%
4
Buy
Jun 23, 2023
Pure Storage
1.72%
▲ 100.51%
5
Sell
Jun 23, 2023
Vertex Pharmaceuticals
▲ 5.02%
2
Close
Jun 23, 2023
Rocket Lab USA
2.12%
▼ 5.23%
1
Open
Jun 23, 2023
Palo Alto Networks
3.21%
▲ 105.94%
12
Sell
Jun 06, 2023
Devon Energy
2.28%
▲ 17.01%
15
Buy
Jun 06, 2023
UnitedHealth
▲ 1.27%
6
Close
Jun 06, 2023
FedEx
2.95%
▲ 13.65%
4
Open
Jun 06, 2023
Constellation Brands
▲ 4.49%
8
Close
Jun 06, 2023
T Mobile US
▼ 5.76%
3
Close
Jun 06, 2023
Archer Daniels Midland
▼ 13.87%
3
Close
Jun 06, 2023
Trade Desk
2.73%
▲ 81.77%
5
Sell
Jun 06, 2023