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Ben - New Portfolio

Zettel

Ben
Individual Investor
Ranked #30,220 out of 733,455 TipRanks' Investors
Success Rate
78%
124 out of 160
profitable transactions
Average Return
4.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.88%
6-Month Return▲ 12.67%
12-Month Return▲ 38.41%
YTD Return▲ 5.98%
Total Return▼ 10.05%

Best Trade

Opened at
Closed at
Gain▲ 75.50%

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

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 4.00%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.53%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.72%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.53%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 1.52%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.43%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.58%
Apr 2024
▲ 6.09%
▲ 3.03%
▲ 5.19%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 4.00%
▲ 9.22%▲ 9.13%▲ 6.53%
▲ 5.14%▲ 4.57%▲ 4.72%
▼ 1.87%▲ 1.59%▲ 1.53%
▲ 14.08%▲ 5.22%▼ 1.52%
▲ 5.05%▲ 3.27%▲ 3.43%
▼ 12.40%▼ 4.03%▼ 2.58%
▲ 6.09%▲ 3.03%▲ 5.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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JPMorgan Equity Premium Income ETF
2.34%
▲ 4.66%
19
Buy
May 07, 2024
Global X NASDAQ 100 Covered Call ETF
0.03%
▲ 2.18%
10
Open
May 01, 2024
Alphabet Class A
25.99%
▲ 19.23%
25
Open
Apr 29, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
1.14%
▲ 7.02%
9
Buy
Apr 19, 2024
Amazon
14.49%
▲ 8.79%
14
Sell
Mar 18, 2024
Microsoft
31.52%
▲ 3.18%
10
Open
Mar 18, 2024
RingCentral
2.71%
▼ 6.59%
5
Open
Mar 18, 2024
JD
2.47%
▲ 18.49%
3
Open
Mar 18, 2024
Marvell
5.17%
▲ 0.80%
1
Open
Mar 18, 2024
Apple
14.13%
▲ 2.58%
2
Buy
Mar 14, 2024
Marathon Oil
▲ 2.11%
2
Close
Feb 26, 2024
Smith & Wesson Brands
▼ 16.88%
2
Close
Feb 20, 2024
PayPal Holdings
▲ 2.69%
9
Close
Feb 05, 2024
Organogenesis Holdings
▼ 72.04%
3
Close
Oct 31, 2023
Cisco Systems
▲ 13.88%
8
Close
Aug 18, 2023
Lightspeed POS Inc
▼ 2.93%
5
Close
Jul 05, 2023
Westport Fuel Systems
▼ 41.91%
2
Close
Jun 20, 2023
Applied Materials
▲ 4.63%
2
Close
Jun 12, 2023
Exela Technologies
▼ 99.94%
4
Close
Jun 05, 2023
ARC Resources
▲ 13.20%
16
Close
Apr 15, 2023