tiprankstipranks

New Portfolio - New Portfolio

Joe Norton

New Portfolio
Individual Investor
Ranked #44,953 out of 730,199 TipRanks' Investors
Success Rate
66%
361 out of 544
profitable transactions
Average Return
14.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.14%
6-Month Return▲ 24.56%
12-Month Return▲ 21.40%
YTD Return▲ 6.65%
Total Return▲ 24.87%

Best Trade

Opened at
Closed at-
Gain▲ 375.37%

Bio

Surfing the wave

Performance

14.09%0-14.09%
▼ 4.52%
▼ 4.74%
▼ 3.53%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.51%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.07%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.59%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.58%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.36%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.13%
Mar 2024
▼ 14.09%
▼ 3.33%
▼ 3.16%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.53%
▼ 6.45%▼ 2.17%▼ 4.51%
▲ 9.22%▲ 9.13%▲ 8.07%
▲ 5.14%▲ 4.57%▲ 7.59%
▼ 1.87%▲ 1.59%▼ 0.58%
▲ 14.08%▲ 5.22%▲ 5.36%
▲ 5.05%▲ 3.27%▲ 5.13%
▼ 14.09%▼ 3.33%▼ 3.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Financial Select Sector SPDR Fund
0%
▲ 12.34%
2
Sell
Apr 07, 2024
Walt Disney
0%
▲ 16.67%
10
Sell
Apr 07, 2024
Merck & Company
2.31%
▲ 19.26%
33
Buy
Apr 07, 2024
Dow Inc
0.52%
▲ 8.48%
3
Buy
Apr 07, 2024
SPDR S&P Regional Banking ETF
0.89%
▼ 6.88%
4
Sell
Apr 07, 2024
Novo Nordisk
4.59%
▲ 31.78%
14
Buy
Apr 07, 2024
Howmet Aerospace
1.76%
▲ 6.11%
7
Buy
Apr 07, 2024
Delta Air Lines
0%
▲ 17.51%
8
Sell
Apr 07, 2024
Dexcom
1.25%
▲ 21.89%
14
Buy
Apr 07, 2024
Walmart
0%
▲ 7.43%
4
Sell
Apr 07, 2024
Boston Scientific
0%
▲ 18.81%
6
Sell
Apr 07, 2024
Zimmer Biomet Holdings
0%
▼ 5.56%
2
Sell
Apr 07, 2024
Vertiv Holdings
3.07%
▲ 8.33%
4
Buy
Apr 07, 2024
CAVA Group, Inc.
1.1%
▼ 7.34%
4
Buy
Apr 07, 2024
Marathon Digital Holdings
0.35%
▲ 2.35%
2
Buy
Apr 07, 2024
3M
1.67%
▲ 1.99%
4
Buy
Apr 07, 2024
WK Kellogg Co
0.44%
▲ 26.95%
4
Buy
Apr 07, 2024
Gap
0.37%
▼ 22.34%
3
Buy
Apr 07, 2024
Johnson Controls
0%
▲ 1.54%
2
Sell
Apr 07, 2024
Raytheon Technologies
1.84%
▼ 0.84%
1
Open
Apr 07, 2024