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My Stocks
- New Portfolio
Performance
Portfolio Details
Derek Z
My Stocks
Individual Investor
Ranked #321,005 out of 733,238 TipRanks' Investors
Success Rate
49%
101 out of 207
profitable transactions
Average Return
1.48%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 2.95%
6-Month Return
▲ 11.62%
12-Month Return
▲ 17.68%
YTD Return
▼ 4.14%
Total Return
▲ 15.76%
Best Trade
Asset
Exxon Mobil (XOM)
Opened at
Dec 07, 2020
Closed at
May 08, 2023
Gain
▲ 196.68%
Bio
A long-term growth portfolio that balances high growth companies with blue-chip winners. I combine value and growth investing strategies for high returns without chasing unreasonable valuations.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
14.08%
0
-14.08%
▼ 6.45%
▼ 2.17%
▼ 6.84%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.76%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 11.20%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.46%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.17%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.40%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.55%
Apr 2024
▲ 6.09%
▲ 3.03%
▲ 0.70%
May 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 6.45%
▼ 2.17%
▼ 6.84%
▲ 9.22%
▲ 9.13%
▲ 7.76%
▲ 5.14%
▲ 4.57%
▲ 11.20%
▼ 1.87%
▲ 1.59%
▼ 4.46%
▲ 14.08%
▲ 5.22%
▲ 1.17%
▲ 5.05%
▲ 3.27%
▲ 5.40%
▼ 12.40%
▼ 4.03%
▼ 6.55%
▲ 6.09%
▲ 3.03%
▲ 0.70%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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AZN
AstraZeneca
3.7%
▲ 17.35%
5
Buy
Feb 29, 2024
APTV
Aptiv
2.89%
▲ 1.59%
3
Buy
Feb 13, 2024
SLB
Schlumberger
4.3%
▲ 1.29%
6
Buy
Feb 09, 2024
APD
Air Products and Chemicals
2.47%
▲ 20.49%
6
Open
Feb 06, 2024
MBUU
Malibu Boats
―
▼ 24.81%
10
Close
Feb 02, 2024
HUM
Humana
3.3%
▼ 18.36%
6
Buy
Jan 18, 2024
GTLS
Chart Industries
2.8%
▲ 17.22%
2
Buy
Jan 18, 2024
LEA
Lear
1.7%
▼ 8.35%
1
Open
Dec 27, 2023
LAD
Lithia Motors
―
▲ 18.88%
12
Close
Dec 26, 2023
FIS
Fidelity National Info
―
▼ 17.68%
6
Close
Dec 22, 2023
CCJ
Cameco
―
▲ 84.29%
4
Close
Dec 18, 2023
BX
Blackstone Group
―
▲ 50.70%
3
Close
Dec 18, 2023
CVS
CVS Health
3.75%
▼ 20.16%
7
Buy
Nov 09, 2023
TLT
iShares 20+ Year Treasury Bond ETF
2.98%
▲ 9.55%
1
Open
Oct 23, 2023
PHIN
PHINIA Inc.
―
▲ 1.81%
2
Close
Aug 10, 2023
LTHM
Livent
2.36%
▼ 37.02%
4
Buy
Aug 08, 2023
BMRN
BioMarin Pharmaceutical
3.09%
▼ 12.30%
4
Buy
Aug 01, 2023
PYPL
PayPal Holdings
3.18%
▼ 6.62%
3
Buy
Jun 21, 2023
UNH
UnitedHealth
1.67%
▲ 11.12%
1
Open
Jun 14, 2023
NOW
ServiceNow
―
▲ 8.53%
3
Close
Jun 07, 2023
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