tiprankstipranks

Joes account - New Portfolio

Joe OBrien

Joes account
Individual Investor
Ranked #56,397 out of 731,395 TipRanks' Investors
Success Rate
55%
61 out of 112
profitable transactions
Average Return
30.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.11%
6-Month Return▲ 27.58%
12-Month Return▲ 31.69%
YTD Return▲ 9.76%
Total Return▼ 13.11%

Best Trade

Opened at
Closed at-
Gain▲ 407.76%

Bio

new

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 4.56%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.08%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 11.78%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.73%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.34%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.36%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.57%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.54%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.56%
▼ 6.45%▼ 2.17%▼ 1.08%
▲ 9.22%▲ 9.13%▲ 11.78%
▲ 5.14%▲ 4.57%▲ 4.73%
▼ 1.87%▲ 1.59%▲ 3.34%
▲ 14.08%▲ 5.22%▲ 7.36%
▲ 5.05%▲ 3.27%▲ 2.57%
▼ 12.40%▼ 4.03%▼ 3.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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SPDR Dow Jones Industrial Average ETF Trust
1.2%
▲ 40.68%
6
Buy
Sep 13, 2023
Eli Lilly & Co
10.59%
▲ 366.79%
6
Buy
Sep 11, 2023
Microsoft
▲ 10.69%
4
Close
Aug 31, 2023
Vanguard S&P 500 ETF
1.37%
▲ 63.12%
4
Buy
Aug 31, 2023
Telesis Bio
▼ 92.65%
2
Sell
Aug 31, 2023
Meta Platforms
▲ 17.58%
4
Sell
Aug 31, 2023
Intellia Therapeutics
▼ 71.88%
3
Close
Aug 31, 2023
DigitalOcean Holdings
▼ 72.25%
2
Close
Aug 31, 2023
ARK Space Exploration & Innovation ETF
▼ 10.27%
6
Sell
Aug 31, 2023
Editas Medicine
▼ 85.20%
2
Close
Aug 31, 2023
Invesco QQQ Trust
11.41%
▲ 235.37%
4
Buy
Aug 31, 2023
iShares U.S. Financials ETF
5.02%
▲ 60.50%
5
Buy
Aug 31, 2023
Starbucks
2.1%
▼ 0.17%
5
Buy
Aug 31, 2023
iShares MSCI Emerging Markets ex China ETF
2.32%
▼ 5.23%
5
Buy
Aug 31, 2023
Moderna
▼ 25.16%
6
Close
Apr 14, 2023
KnowBe4
▲ 8.08%
2
Close
Jan 31, 2023
Dexcom
3.28%
▲ 82.01%
1
Buy
Jun 17, 2022
Amazon
28%
▲ 22.82%
3
Sell
Jun 07, 2022
PayPal Holdings
1.72%
▼ 24.63%
2
Buy
May 25, 2022
U.S. Global Jets ETF
2.64%
▲ 8.56%
2
Buy
May 09, 2022