tiprankstipranks

Cap 1(-0924) -8435 - New Portfolio

Troy Carlson

Cap 1(-0924) -8435
Individual Investor
Ranked #461,404 out of 732,069 TipRanks' Investors
Success Rate
54%
31 out of 57
profitable transactions
Average Return
-2.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.71%
6-Month Return▲ 18.76%
12-Month Return▲ 41.46%
YTD Return▲ 6.78%
Total Return▲ 1.42%

Best Trade

Opened at
Closed at-
Gain▲ 145.63%

Bio

Personally Managed Portfolio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 6.87%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 12.48%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.54%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.08%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.82%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.36%
Apr 2024
▲ 5.14%
▲ 0.61%
▲ 4.48%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 6.87%
▲ 9.22%▲ 9.13%▲ 12.48%
▲ 5.14%▲ 4.57%▲ 6.54%
▼ 1.87%▲ 1.59%▼ 2.08%
▲ 14.08%▲ 5.22%▲ 5.22%
▲ 5.05%▲ 3.27%▲ 4.82%
▼ 12.40%▼ 4.03%▼ 5.36%
▲ 5.14%▲ 0.61%▲ 4.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Poshmark
▼ 36.00%
5
Close
Jan 04, 2023
Vanguard Information Technology ETF
14.4%
▲ 34.40%
5
Buy
Jun 28, 2022
Scotts Miracle-Gro Company
1.8%
▼ 41.88%
4
Buy
Jun 10, 2022
Meta Platforms
7.06%
▲ 64.28%
2
Close
Jun 09, 2022
Amazon
24.43%
▼ 2.44%
4
Buy
Jun 07, 2022
Hercules Capital
13.98%
▲ 22.19%
6
Buy
May 25, 2022
Aecom Technology
4.46%
▲ 33.69%
2
Buy
May 10, 2022
Blackstone Mortgage
1.82%
▼ 40.96%
4
Buy
May 10, 2022
Annaly Capital
1.61%
▼ 31.53%
4
Buy
May 10, 2022
SPDR S&P 500 ETF Trust
6.41%
▲ 16.73%
3
Buy
May 10, 2022
Redwood
3.14%
▼ 51.15%
5
Buy
May 10, 2022
DR Horton
▲ 11.39%
2
Close
Jan 08, 2022
T2 Biosystems
▼ 42.79%
2
Close
Nov 20, 2021
Ouster
▼ 19.54%
2
Close
Nov 17, 2021
Veeco
▲ 28.82%
2
Close
Nov 11, 2021
The Middleby
▲ 7.14%
3
Close
Nov 09, 2021
ChargePoint Holdings
▼ 1.95%
2
Close
Nov 05, 2021
CareCloud
▲ 7.06%
2
Close
Nov 05, 2021
Coinbase Global
▲ 44.68%
2
Close
Oct 23, 2021
RedHill Biopharma
▲ 48.41%
2
Close
Sep 09, 2021