New Portfolio - New Portfolio

Nick

New Portfolio
Individual Investor
Ranked #293,754 out of 748,626 TipRanks' Investors
Success Rate
46%
25 out of 55
profitable transactions
Average Return
13.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.40%
6-Month Return▲ 9.95%
12-Month Return▲ 4.04%
YTD Return▲ 5.42%
Total Return▲ 7.52%

Best Trade

Opened at
Closed at-
Gain▲ 562.34%

Bio

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 13.81%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.89%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 9.31%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.06%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.78%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.03%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.01%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 4.86%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 13.81%
▼ 1.87%▲ 1.59%▼ 4.89%
▲ 14.08%▲ 5.22%▲ 9.31%
▲ 5.05%▲ 3.27%▼ 0.06%
▼ 12.40%▼ 4.03%▼ 6.78%
▲ 11.46%▲ 5.06%▲ 7.03%
▼ 2.25%▲ 3.53%▼ 3.01%
▲ 24.77%▼ 1.07%▲ 4.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Smartsheet
2.55%
▲ 17.77%
1
Open
Aug 25, 2023
Enphase Energy
5.04%
▼ 24.55%
3
Buy
Aug 16, 2023
UnitedHealth
12.03%
▲ 6.10%
6
Open
May 15, 2023
SoFi Technologies
6.26%
▲ 13.58%
4
Buy
May 15, 2023
Heritage Insurance Holdings
12.27%
▲ 51.50%
1
Open
May 15, 2023
Molekule Group
▲ 52.92%
5
Close
Jan 20, 2023
Micron
▼ 36.37%
2
Close
Dec 31, 2022
Boeing
▲ 46.68%
3
Close
Dec 31, 2022
Procter & Gamble
▲ 5.25%
2
Close
Dec 31, 2022
Wells Fargo
▼ 10.32%
5
Close
Dec 31, 2022
Qualtrics International
▼ 43.35%
2
Close
Dec 31, 2022
Bausch Health Companies
▼ 33.19%
2
Close
Dec 31, 2022
GameStop
▼ 53.32%
4
Close
Dec 31, 2022
Uranium Energy
▼ 7.41%
2
Close
Dec 31, 2022
Tellurian
▼ 51.36%
3
Close
Sep 26, 2022
ChargePoint Holdings
0.12%
▼ 59.87%
5
Buy
Aug 13, 2022
BioLife Solutions
▲ 28.52%
2
Close
Jul 04, 2022
Snowflake
4.09%
▼ 18.53%
3
Buy
May 26, 2022
Nvidia
47.74%
▲ 546.09%
2
Buy
May 26, 2022
Snap
0.7%
▲ 5.16%
1
Open
May 24, 2022