Ben - New Portfolio

Zettel

Ben
Individual Investor
Ranked #68,315 out of 757,492 TipRanks' Investors
Success Rate
72%
149 out of 206
profitable transactions
Average Return
4.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.66%
6-Month Return▲ 9.54%
12-Month Return▲ 21.95%
YTD Return▲ 13.24%
Total Return▼ 3.90%

Best Trade

Opened at
Closed at
Gain▲ 75.49%

Bio

Portfolio based on stock picks from analyst recommendations, utilizing Tip Ranks, BNN, and TD Direct Investing, as well a few friend and colleague reccomendations.

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▼ 1.52%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.43%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.58%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.41%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.00%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.47%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.59%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 1.67%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▼ 1.52%
▲ 5.05%▲ 3.27%▲ 3.43%
▼ 12.40%▼ 4.03%▼ 2.58%
▲ 11.46%▲ 5.06%▲ 6.41%
▼ 2.25%▲ 3.53%▲ 2.00%
▲ 25.76%▲ 1.21%▲ 2.47%
▼ 4.21%▲ 2.34%▼ 0.59%
▲ 2.65%▼ 0.40%▲ 1.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
29.9%
▲ 11.45%
35
Buy
Sep 17, 2024
Nvidia
10.92%
▲ 2.09%
13
Buy
Sep 17, 2024
Amazon
54.11%
▲ 9.68%
22
Buy
Aug 27, 2024
Marvell
5.07%
▲ 4.75%
4
Open
Aug 19, 2024
Microsoft
▲ 3.61%
11
Close
Aug 17, 2024
PayPal Holdings
▼ 0.44%
12
Close
Aug 05, 2024
Global X NASDAQ 100 Covered Call ETF
▲ 0.60%
17
Close
Aug 05, 2024
JPMorgan Equity Premium Income ETF
▲ 3.66%
24
Close
Jul 24, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
▲ 5.10%
13
Close
Jul 24, 2024
Apple
▲ 19.45%
5
Close
Jul 24, 2024
Delta Air Lines
▼ 17.29%
2
Close
Jul 22, 2024
JD
▲ 22.89%
4
Close
May 18, 2024
RingCentral
▼ 5.50%
6
Close
May 12, 2024
Marathon Oil
▲ 2.11%
2
Close
Feb 26, 2024
Smith & Wesson Brands
▼ 16.88%
2
Close
Feb 20, 2024
Organogenesis Holdings
▼ 72.04%
3
Close
Oct 31, 2023
Cisco Systems
▲ 13.88%
8
Close
Aug 18, 2023
Lightspeed POS Inc
▼ 2.03%
5
Close
Jul 05, 2023
Westport Fuel Systems
▼ 41.91%
2
Close
Jun 20, 2023
Applied Materials
▲ 4.63%
2
Close
Jun 12, 2023