tiprankstipranks

New Portfolio - New Portfolio

Hooper Financials

New Portfolio
Individual Investor
Ranked #334,200 out of 730,199 TipRanks' Investors
Success Rate
30%
29 out of 96
profitable transactions
Average Return
-7.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.65%
6-Month Return▲ 10.10%
12-Month Return▲ 8.56%
YTD Return▼ 0.28%
Total Return▼ 21.12%

Best Trade

Opened at
Closed at-
Gain▲ 260.24%

Bio

This portfolio aims to achieve a mix of maximized growth and relative safety. Some stocks are for <1 year, some 1-3 years, some 3-10 years and some for retirement.

Performance

18.13%0-18.13%
▼ 4.52%
▼ 4.74%
▼ 6.37%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 7.34%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 4.54%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.28%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.40%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.88%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.35%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 5.75%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 6.37%
▼ 6.45%▼ 2.17%▼ 7.34%
▲ 9.22%▲ 9.13%▲ 4.54%
▲ 5.14%▲ 4.57%▲ 7.28%
▼ 1.87%▲ 1.59%▼ 1.40%
▲ 14.08%▲ 5.22%▲ 5.88%
▲ 5.05%▲ 3.27%▲ 1.35%
▼ 18.13%▼ 3.38%▼ 5.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Berkshire Hathaway B
7.57%
▲ 15.32%
1
Open
Apr 10, 2022
Canadian Natural
4.33%
▲ 49.27%
1
Open
Apr 10, 2022
Costco
13.52%
▲ 28.43%
1
Open
Apr 10, 2022
Advanced Micro Devices
5.75%
▲ 55.84%
1
Open
Apr 10, 2022
Lucid Group
0.32%
▼ 87.58%
3
Buy
Apr 10, 2022
Rocket Lab USA
1.7%
▼ 64.46%
2
Buy
Apr 10, 2022
BCE
1.84%
▼ 34.86%
1
Open
Apr 10, 2022
Global X Autonomous & Electric Vehicles ETF
5.11%
▼ 13.53%
3
Buy
Apr 10, 2022
Gran Tierra Energy
0.23%
▼ 45.66%
1
Open
Apr 10, 2022
Cenovus Energy
15.9%
▲ 34.71%
1
Open
Apr 10, 2022
Apple
3.17%
▲ 10.31%
4
Open
Apr 10, 2022
SoFi Technologies
0%
▼ 1.55%
1
Open
Apr 10, 2022
Intuitive Surgical
7%
▲ 34.43%
1
Open
Apr 10, 2022
Fobi AI
0.04%
▼ 95.66%
2
Buy
Apr 10, 2022
Meta Platforms
▼ 42.67%
3
Close
Apr 10, 2022
Airbnb
▼ 1.52%
3
Close
Apr 10, 2022
Salesforce
▼ 23.55%
3
Close
Apr 10, 2022
Converge Technology Solutions Corp
▼ 26.63%
3
Close
Apr 10, 2022
Infosys
▲ 1.07%
3
Close
Apr 10, 2022
Wipro
▼ 21.76%
3
Close
Apr 10, 2022