tiprankstipranks

New Portfolio - New Portfolio

DanielSan

New Portfolio
Individual Investor
Ranked #597,343 out of 731,625 TipRanks' Investors
Success Rate
40%
64 out of 161
profitable transactions
Average Return
-22.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.08%
6-Month Return▲ 14.68%
12-Month Return▲ 12.23%
YTD Return▲ 4.40%
Total Return▼ 6.23%

Best Trade

Opened at
Closed at-
Gain▲ 143.55%

Bio

A mixed Portfolio with Dividend-Stock and growth Stocks.

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 8.19%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 7.39%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.27%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.43%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.64%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.74%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 7.62%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.88%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 8.19%
▼ 6.45%▼ 2.17%▼ 7.39%
▲ 9.22%▲ 9.13%▲ 7.27%
▲ 5.14%▲ 4.57%▲ 8.43%
▼ 1.87%▲ 1.59%▼ 3.64%
▲ 14.08%▲ 5.22%▲ 6.74%
▲ 5.05%▲ 3.27%▲ 7.62%
▼ 12.40%▼ 4.03%▼ 5.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Microsoft
▲ 41.49%
2
Close
Mar 07, 2024
Fluent
▼ 91.07%
3
Close
Mar 07, 2024
Senmiao Technology
▼ 92.89%
2
Close
Mar 07, 2024
Plug Power
▼ 91.68%
4
Close
Mar 07, 2024
Banco Latinoamericano De Comercio
0%
▲ 5.05%
1
Open
Mar 07, 2024
ReGen III Corp
0%
▼ 12.95%
1
Open
Mar 07, 2024
Digital Turbine
▼ 94.83%
2
Close
Feb 09, 2024
Perion Network
▲ 17.26%
3
Close
Feb 09, 2024
Spirit Realty Capital
▲ 17.67%
3
Close
Jan 23, 2024
Realty Income
5.96%
▲ 1.41%
3
Buy
Jan 23, 2024
Main Street Capital
0%
▲ 19.95%
4
Open
Oct 05, 2023
Medical Properties
0%
▼ 44.82%
1
Open
Jun 15, 2023
Tencent Holdings
0%
▼ 25.48%
4
Open
May 19, 2023
Bank Of Nova Scotia
▼ 11.70%
3
Close
May 17, 2023
Apple
▲ 36.45%
3
Close
May 04, 2023
Hanesbrands
▼ 76.93%
3
Close
May 04, 2023
Bank of America
0%
▲ 26.82%
1
Open
Apr 19, 2023
Bank OZK
0%
▲ 39.36%
1
Open
Apr 13, 2023
Patria Investments
0%
▼ 0.03%
1
Open
Apr 10, 2023
Safehold
▼ 4.88%
2
Close
Mar 27, 2023