tiprankstipranks

New Portfolio - New Portfolio

Tarheel_roli

New Portfolio
Individual Investor
Ranked #409,297 out of 730,641 TipRanks' Investors
Success Rate
43%
64 out of 148
profitable transactions
Average Return
-4.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.00%
6-Month Return▲ 15.80%
12-Month Return▲ 3.31%
YTD Return▼ 9.98%
Total Return▼ 0.94%

Best Trade

Opened at
Closed at
Gain▲ 224.85%

Bio

Primarily investing in Tech, Pharma, Biotech and Health Sectors. Don't mind a good dividend either.

Performance

16.29%0-16.29%
▼ 4.52%
▼ 4.74%
▼ 9.76%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 11.59%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 16.29%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.46%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 9.38%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.83%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 2.12%
Mar 2024
▼ 14.47%
▼ 2.83%
▼ 5.00%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 9.76%
▼ 6.45%▼ 2.17%▼ 11.59%
▲ 9.22%▲ 9.13%▲ 16.29%
▲ 5.14%▲ 4.57%▲ 8.46%
▼ 1.87%▲ 1.59%▼ 9.38%
▲ 14.08%▲ 5.22%▲ 6.83%
▲ 5.05%▲ 3.27%▼ 2.12%
▼ 14.47%▼ 2.83%▼ 5.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Tesla
▲ 39.06%
11
Close
Apr 08, 2024
Gilead Sciences
3.61%
▼ 0.95%
5
Buy
Apr 04, 2024
Coca-Cola
5.9%
▲ 5.71%
5
Buy
Jan 29, 2024
Kaspi.kz JSC Sponsored ADR RegS
5.23%
▲ 32.00%
1
Open
Jan 28, 2024
Niu Technologies
▼ 91.31%
4
Close
Dec 18, 2023
KraneShares MSCI All China Health Care Index ETF
▼ 56.82%
2
Close
Dec 18, 2023
Butterfly Network
▼ 90.85%
3
Close
Dec 18, 2023
Panasonic
▲ 34.37%
3
Close
Apr 17, 2023
Enphase Energy
0.87%
▼ 50.24%
1
Open
Apr 17, 2023
Nextera Energy Partners
1.58%
▼ 56.21%
4
Buy
Mar 29, 2023
Baidu
▼ 28.53%
5
Close
Mar 21, 2023
Lululemon Athletica
2.59%
▲ 15.58%
5
Buy
Jan 09, 2023
Fidelity National Financial
4.13%
▲ 25.35%
2
Buy
Jan 09, 2023
Qualcomm
2.52%
▲ 49.16%
1
Open
Jan 09, 2023
SCYNEXIS
▼ 78.11%
6
Close
Jan 07, 2023
Affirm Holdings
▼ 92.28%
2
Close
Dec 28, 2022
Sprinklr
2.72%
▲ 52.17%
1
Open
Dec 23, 2022
Immunic
▼ 89.08%
3
Close
Dec 22, 2022
Nvidia
▼ 13.27%
6
Close
Sep 28, 2022
Salesforce
▼ 34.81%
5
Close
Sep 28, 2022