tiprankstipranks
Trending News
More News >

New Portfolio - New Portfolio

Heather

New Portfolio
Individual Investor
Ranked #418,967 out of 799,733 TipRanks' Investors
Success Rate
45%
96 out of 215
profitable transactions
Average Return
6.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 15.05%
6-Month Return▼ 10.67%
12-Month Return▲ 2.01%
YTD Return▼ 12.73%
Total Return▲ 46.04%

Best Trade

Opened at
Closed at-
Gain▲ 619.59%

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

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.36%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 10.00%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 6.33%
Dec 2024
▲ 6.02%
▲ 2.69%
▼ 2.48%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 11.79%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.93%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 0.04%
Apr 2025
▲ 14.92%
▲ 7.15%
▲ 7.81%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 0.36%
▲ 25.97%▲ 5.96%▲ 10.00%
▲ 5.41%▼ 2.41%▼ 6.33%
▲ 6.02%▲ 2.69%▼ 2.48%
▼ 12.86%▼ 1.27%▼ 11.79%
▼ 1.80%▼ 5.57%▼ 5.93%
▲ 1.76%▼ 0.87%▲ 0.04%
▲ 14.92%▲ 7.15%▲ 7.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Veren
▲ 30.40%
2
Close
May 09, 2025
Whitecap Resources
0%
▲ 6.98%
1
Open
May 09, 2025
Berry Global Group
▲ 9.04%
2
Close
Apr 29, 2025
Amcor
0%
▲ 1.18%
1
Open
Apr 29, 2025
Desktop Metal
▼ 91.62%
2
Close
Apr 01, 2025
HashiCorp
▼ 61.80%
2
Close
Feb 26, 2025
Adams Resources
▲ 37.18%
2
Close
Feb 04, 2025
Smartsheet
▼ 22.46%
2
Close
Jan 21, 2025
Duckhorn Portfolio
▼ 42.00%
2
Close
Dec 23, 2024
Fisker
▼ 99.89%
2
Close
Oct 18, 2024
Asensus Surgical
▼ 42.52%
3
Close
Aug 22, 2024
Superior Drilling Products
▲ 33.60%
2
Close
Jul 31, 2024
Pioneer Natural
▲ 47.15%
2
Close
May 02, 2024
Callon
▼ 27.26%
2
Close
Mar 28, 2024
APA
0%
▼ 46.08%
1
Open
Mar 28, 2024
Bluegreen Vacations Holding
▲ 122.22%
2
Close
Jan 16, 2024
VMware
▲ 34.71%
2
Close
Nov 21, 2023
Broadcom
0.76%
▲ 137.93%
1
Open
Nov 21, 2023
Horizon Therapeutics
▲ 10.29%
2
Close
Oct 05, 2023
Triton International
▲ 41.05%
2
Close
Sep 27, 2023