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RF Portfolio - New Portfolio

RF Portfolio
Individual Investor
Ranked #97,466 out of 732,094 TipRanks' Investors
Success Rate
56%
31 out of 55
profitable transactions
Average Return
26.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.67%
6-Month Return▲ 22.07%
12-Month Return▲ 81.32%
YTD Return▲ 9.65%
Total Return▲ 85.65%

Best Trade

Opened at
Closed at-
Gain▲ 578.64%

Bio

Capital growth is the aim...

Performance

19.27%0-19.27%
▼ 6.45%
▼ 2.17%
▼ 8.00%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 19.27%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.61%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.41%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.54%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 7.22%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.19%
Apr 2024
▲ 8.52%
▲ 1.85%
▲ 0.67%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 8.00%
▲ 9.22%▲ 9.13%▲ 19.27%
▲ 5.14%▲ 4.57%▲ 6.61%
▼ 1.87%▲ 1.59%▼ 1.41%
▲ 14.08%▲ 5.22%▲ 7.54%
▲ 5.05%▲ 3.27%▲ 7.22%
▼ 12.40%▼ 4.03%▼ 4.19%
▲ 8.52%▲ 1.85%▲ 0.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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CrowdStrike Holdings
0%
▲ 91.45%
2
Sell
Apr 24, 2024
Super Micro Computer
4.38%
▼ 9.60%
5
Buy
Apr 24, 2024
Fidelity Investment Grade Bond Fund
3.16%
▼ 15.26%
5
Sell
Apr 09, 2024
Fidelity International Growth Fund
5.94%
▲ 4.30%
5
Buy
Apr 09, 2024
APA
1.58%
▼ 12.73%
1
Open
Mar 20, 2024
Teradyne
▲ 7.20%
2
Close
Mar 19, 2024
Albemarle
▲ 7.17%
2
Close
Feb 17, 2024
Nvidia
10.7%
▲ 268.45%
5
Buy
Feb 05, 2024
Alphabet Class C
20.92%
▲ 63.01%
3
Buy
Jan 10, 2024
Etsy
2.2%
▼ 23.74%
2
Buy
Jan 10, 2024
Palantir Technologies
▲ 27.60%
5
Close
Dec 15, 2023
BioNTech SE
▼ 1.55%
4
Close
Dec 15, 2023
Vanguard Index Trust 500 Index Fund
37.25%
▲ 33.24%
4
Buy
Dec 03, 2023
Trade Desk
4.02%
▲ 27.26%
3
Buy
Oct 10, 2023
BBTV Holdings, Inc.
▼ 97.82%
2
Close
Sep 19, 2023
ASML Holding
▲ 69.60%
2
Close
Sep 17, 2023
Shell
4.48%
▲ 96.52%
8
Sell
Sep 17, 2023
Shopify
4.77%
▼ 6.36%
3
Buy
Sep 17, 2023
Nutrien
▲ 37.36%
2
Close
Sep 17, 2023
Upstart Holdings
0.6%
▼ 50.72%
2
Buy
Sep 17, 2023