tiprankstipranks

New Portfolio - New Portfolio

Heather

New Portfolio
Individual Investor
Ranked #358,653 out of 728,786 TipRanks' Investors
Success Rate
48%
102 out of 213
profitable transactions
Average Return
-0.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.24%
6-Month Return▲ 34.18%
12-Month Return▲ 40.54%
YTD Return▼ 5.07%
Total Return▲ 35.31%

Best Trade

Opened at
Closed at-
Gain▲ 346.24%

Bio

Combination of 3 different portfolios that I currently have, but TipRanks (desktop version) is my favorite way to view and track my watchlists and my current holdings.

Performance

28.54%0-28.54%
▼ 4.52%
▼ 4.74%
▼ 5.16%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 5.96%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 28.54%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 12.55%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.90%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.44%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.84%
Mar 2024
▼ 24.17%
▼ 4.31%
▼ 4.31%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.16%
▼ 6.45%▼ 2.17%▼ 5.96%
▲ 9.22%▲ 9.13%▲ 28.54%
▲ 5.14%▲ 4.57%▲ 12.55%
▼ 1.87%▲ 1.59%▼ 4.90%
▲ 14.08%▲ 5.22%▲ 3.44%
▲ 5.05%▲ 3.27%▲ 0.84%
▼ 24.17%▼ 4.31%▼ 4.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Callon
▼ 27.26%
2
Close
Mar 28, 2024
APA
0%
▼ 6.17%
1
Open
Mar 28, 2024
Bluegreen Vacations Holding
▲ 122.22%
2
Close
Jan 16, 2024
VMware
▲ 34.71%
2
Close
Nov 21, 2023
Broadcom
0.55%
▲ 31.88%
1
Open
Nov 21, 2023
Horizon Therapeutics
▲ 10.29%
2
Close
Oct 05, 2023
Triton International
▲ 41.05%
2
Close
Sep 27, 2023
Brookfield Infrastructure
0%
0.00%
1
Open
Sep 27, 2023
Nextier Oilfield Solutions
▲ 202.28%
2
Close
Sep 01, 2023
Aerojet Rocketdyne Holdings
▲ 32.58%
2
Close
Jul 28, 2023
Broadmark Realty Capital
▼ 0.86%
2
Close
May 31, 2023
American Virtual Cloud Technologies
▼ 87.10%
3
Close
May 30, 2023
Shaw Communications
▲ 4.38%
2
Close
Apr 03, 2023
Concert Pharma
▲ 146.18%
2
Close
Mar 03, 2023
O2Micro International
▼ 4.85%
2
Close
Mar 03, 2023
BARK Inc Class A
0.37%
▼ 50.00%
1
Open
Feb 03, 2023
Tata Motors
▼ 25.53%
2
Close
Jan 23, 2023
Maverix Metals
▲ 8.62%
2
Close
Jan 19, 2023
Triple Flag Precious Metals
0%
▲ 16.64%
1
Open
Jan 19, 2023
StarTek
▲ 15.17%
2
Close
Jan 04, 2023