tiprankstipranks

UPSIDE - New Portfolio

John Pantic

UPSIDE
Individual Investor
Ranked #74,801 out of 723,149 TipRanks' Investors
Success Rate
79%
26 out of 33
profitable transactions
Average Return
12.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.22%
6-Month Return▲ 21.60%
12-Month Return▲ 22.70%
YTD Return▲ 9.33%
Total Return▲ 75.94%

Best Trade

Opened at
Closed at-
Gain▲ 97.74%

Bio

Just look for stocks that will have upside

Performance

14.08%0-14.08%
▼ 8.63%
▼ 1.63%
▼ 3.72%
Aug 2023
▼ 4.52%
▼ 4.74%
▼ 5.08%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.20%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.76%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.14%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.69%
Feb 2024
▲ 1.35%
▲ 3.29%
▲ 3.22%
Mar 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 8.63%▼ 1.63%▼ 3.72%
▼ 4.52%▼ 4.74%▼ 5.08%
▼ 6.45%▼ 2.17%▼ 2.20%
▲ 9.22%▲ 9.13%▲ 8.76%
▲ 5.14%▲ 4.57%▲ 4.57%
▼ 1.87%▲ 1.59%▲ 3.14%
▲ 14.08%▲ 5.22%▲ 2.69%
▲ 1.35%▲ 3.29%▲ 3.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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CDW
▲ 0.67%
2
Close
Oct 05, 2022
Five9
▼ 49.27%
2
Close
Sep 13, 2022
Teladoc
▼ 79.21%
2
Close
Jul 15, 2022
Fair Isaac
▲ 0.16%
2
Close
Feb 04, 2022
Copart
▲ 13.53%
2
Close
Oct 07, 2021
Arthur J Gallagher & Co
9.58%
▲ 74.84%
1
Open
May 20, 2021
Casella Waste
8.17%
▲ 42.97%
1
Open
May 20, 2021
Microsoft
9.6%
▲ 96.33%
2
Sell
May 20, 2021
Resmed
5.68%
▲ 1.09%
1
Open
May 20, 2021
NextEra Energy
4.89%
▼ 7.70%
1
Open
May 20, 2021
Zoetis
5.49%
▼ 2.10%
1
Open
May 20, 2021
Mastercard
7.39%
▲ 32.07%
1
Open
May 20, 2021
Paypal Holdings
1.52%
▼ 69.26%
2
Sell
May 20, 2021
Abbott Labs
▲ 9.42%
2
Close
May 20, 2021
Vaxart
▲ 69.42%
2
Close
Feb 01, 2021
Walmart
9.85%
▲ 25.91%
1
Open
Dec 01, 2020
ServiceNow
11.9%
▲ 40.66%
1
Open
Dec 01, 2020
Thermo Fisher
10.39%
▲ 23.97%
1
Open
Dec 01, 2020
Costco
15.54%
▲ 97.74%
1
Open
Dec 01, 2020
Apple
▼ 1.18%
2
Close
Dec 01, 2020