tiprankstipranks

New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #34,814 out of 728,988 TipRanks' Investors
Success Rate
65%
42 out of 65
profitable transactions
Average Return
34.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.56%
6-Month Return▲ 29.82%
12-Month Return▲ 19.19%
YTD Return▲ 5.49%
Total Return▲ 88.84%

Best Trade

Opened at
Closed at-
Gain▲ 331.43%

Bio

Performance

24.17%0-24.17%
▼ 4.52%
▼ 4.74%
▼ 4.95%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.87%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 12.20%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 10.68%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.88%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.06%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.22%
Mar 2024
▼ 24.17%
▼ 4.31%
▼ 3.58%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.95%
▼ 6.45%▼ 2.17%▼ 3.87%
▲ 9.22%▲ 9.13%▲ 12.20%
▲ 5.14%▲ 4.57%▲ 10.68%
▼ 1.87%▲ 1.59%▲ 1.88%
▲ 14.08%▲ 5.22%▲ 2.06%
▲ 5.05%▲ 3.27%▲ 5.22%
▼ 24.17%▼ 4.31%▼ 3.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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iShares Core S&P 500 ETF
0%
▼ 0.97%
1
Open
Feb 25, 2024
Vanguard S&P 500 ETF
0%
▼ 1.00%
1
Open
Feb 25, 2024
First Republic Bank
0%
▼ 99.75%
1
Open
Apr 24, 2023
Johnson & Johnson
3.22%
▼ 1.78%
3
Sell
Dec 12, 2022
JPMorgan Chase & Co.
4.04%
▲ 61.57%
3
Sell
Dec 12, 2022
Citigroup
1.3%
▲ 20.98%
3
Sell
Dec 12, 2022
Delta Air Lines
1.05%
▲ 33.36%
3
Sell
Dec 12, 2022
Bank of America
1.62%
▲ 38.75%
5
Sell
Dec 12, 2022
Wells Fargo
1.33%
▲ 79.94%
3
Sell
Dec 12, 2022
Goldman Sachs Group
8.9%
▲ 61.74%
3
Sell
Dec 12, 2022
United Airlines Holdings
2.24%
▲ 34.49%
4
Sell
Dec 12, 2022
Alcoa
0.78%
▲ 113.08%
4
Sell
Dec 12, 2022
Morgan Stanley
2.01%
▲ 46.43%
3
Sell
Dec 12, 2022
Paypal Holdings
1.36%
▼ 66.93%
3
Sell
Dec 12, 2022
Rio Tinto
1.47%
▲ 29.82%
3
Sell
Dec 12, 2022
International Business Machines
3.98%
▲ 64.09%
3
Sell
Dec 12, 2022
Halliburton
0.86%
▲ 130.39%
3
Sell
Dec 12, 2022
Procter & Gamble
3.44%
▲ 12.92%
3
Sell
Dec 12, 2022
Philip Morris
2.02%
▲ 20.43%
3
Sell
Dec 12, 2022
Netflix
24.43%
▲ 99.25%
4
Sell
Dec 12, 2022