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Working with TipRanks
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New Portfolio - New Portfolio
New Portfolio
Individual Investor
Ranked #240,856 out of 740,486 TipRanks' Investors
Success Rate
70 out of 125
profitable transactions
profitable transactions
Average Return
1.35%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.64%
6-Month Return▲ 2.58%
12-Month Return▲ 11.21%
YTD Return▲ 1.14%
Total Return▲ 17.32%
Best Trade
Bio
New investor trying to buy shares of great companies and keep cool.
Performance
14.08%0-14.08%
▲ 9.22%
▲ 9.13%
▲ 7.10%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.80%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.27%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.21%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.73%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.47%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.41%
May 2024
▼ 5.22%
▲ 2.92%
▲ 0.33%
Jun 2024
▲ 9.22%▲ 9.13%▲ 7.10%
▲ 5.14%▲ 4.57%▲ 8.80%
▼ 1.87%▲ 1.59%▲ 0.27%
▲ 14.08%▲ 5.22%▲ 3.21%
▲ 5.05%▲ 3.27%▲ 3.73%
▼ 12.40%▼ 4.03%▼ 6.47%
▲ 11.46%▲ 5.06%▲ 0.41%
▼ 5.22%▲ 2.92%▲ 0.33%
Recent Activity
Comcast
4.19%
▲ 2.86%
3
Buy
Apr 25, 2024
Zoetis
5.55%
▲ 10.11%
3
Buy
Apr 25, 2024
MSCI
2.61%
▲ 8.10%
1
Open
Apr 23, 2024
Charles Schwab
3.31%
▲ 36.35%
2
Sell
Apr 16, 2024
Ulta Beauty
4.94%
▼ 6.09%
2
Buy
Apr 16, 2024
T Rowe Price
―
▼ 0.50%
3
Close
Apr 12, 2024
Dollar General
―
▼ 9.50%
2
Close
Apr 12, 2024
Mettler-Toledo
3.94%
▲ 50.16%
3
Sell
Apr 02, 2024
Starbucks
2.59%
▼ 10.13%
1
Open
Apr 02, 2024
Nike
4.05%
▼ 0.17%
2
Buy
Mar 22, 2024
Marketaxess Holdings
2.53%
▼ 8.06%
1
Open
Mar 19, 2024
West Pharmaceutical Services
―
▲ 17.42%
2
Close
Mar 14, 2024
Alphabet Class A
3.83%
▲ 33.41%
1
Open
Mar 05, 2024
Air Products and Chemicals
8.7%
▲ 12.52%
3
Buy
Feb 05, 2024
The Hershey Company
4.05%
▼ 5.46%
2
Buy
Dec 05, 2023
Celanese
―
▲ 25.56%
3
Close
Nov 15, 2023
Edwards Lifesciences
5.52%
▲ 20.67%
2
Buy
Nov 15, 2023
Meta Platforms
―
▲ 27.29%
4
Close
Nov 02, 2023
Paycom
4.13%
▼ 32.25%
2
Buy
Nov 02, 2023
Adobe
―
▲ 28.17%
4
Close
Oct 30, 2023