tiprankstipranks

New Portfolio - New Portfolio

Nic Daniel’s

New Portfolio
Individual Investor
Ranked #38,287 out of 728,988 TipRanks' Investors
Success Rate
61%
51 out of 84
profitable transactions
Average Return
31.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.19%
6-Month Return▲ 36.84%
12-Month Return▲ 47.64%
YTD Return▲ 9.07%
Total Return▼ 0.79%

Best Trade

Opened at
Closed at-
Gain▲ 388.15%

Bio

Diverse

Performance

24.26%0-24.26%
▼ 4.52%
▼ 4.74%
▼ 4.48%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.97%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 5.83%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 19.93%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.19%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 11.15%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.01%
Mar 2024
▼ 24.26%
▼ 4.50%
▼ 6.77%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.48%
▼ 6.45%▼ 2.17%▼ 2.97%
▲ 9.22%▲ 9.13%▲ 5.83%
▲ 5.14%▲ 4.57%▲ 19.93%
▼ 1.87%▲ 1.59%▲ 1.19%
▲ 14.08%▲ 5.22%▲ 11.15%
▲ 5.05%▲ 3.27%▲ 4.01%
▼ 24.26%▼ 4.50%▼ 6.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Honeywell International
▲ 0.22%
2
Close
Feb 02, 2023
Jack Henry & Associates
▲ 2.26%
2
Close
Feb 02, 2023
Chevron
8%
▲ 35.26%
4
Sell
Feb 01, 2023
Apple
2.75%
▲ 6.49%
8
Buy
Jan 31, 2023
Sphere 3D
0.42%
▼ 61.22%
3
Buy
Jan 31, 2023
Alibaba
▼ 7.74%
2
Close
Jan 31, 2023
GE Healthcare Technologies Inc
4.58%
▲ 20.70%
2
Buy
Jan 30, 2023
Microsoft
4.99%
▲ 45.35%
9
Buy
Jan 27, 2023
Nvidia
22.23%
▲ 307.59%
9
Buy
Jan 27, 2023
Amazon
4.37%
▲ 33.54%
9
Buy
Jan 27, 2023
Meta Platforms
8.02%
▲ 161.34%
4
Buy
Jan 27, 2023
Tesla
4.9%
▼ 5.76%
2
Buy
Jan 27, 2023
AT&T
0.76%
▼ 9.91%
3
Buy
Jan 27, 2023
PepsiCo
2.9%
▲ 4.62%
2
Sell
Jan 27, 2023
Salesforce
▼ 36.48%
3
Close
Jan 24, 2023
Cloudflare
▼ 60.01%
5
Close
Jan 24, 2023
Advanced Micro Devices
▼ 16.45%
2
Close
Jan 24, 2023
Upstart Holdings
▼ 94.14%
5
Close
Jan 24, 2023
Robinhood Markets
▼ 77.26%
3
Close
Jan 24, 2023
Affirm Holdings
▼ 87.30%
2
Close
Jan 24, 2023