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DAN BROKERAGE - New Portfolio

King in the North

DAN BROKERAGE
Individual Investor
Ranked #576,212 out of 730,653 TipRanks' Investors
Success Rate
53%
45 out of 85
profitable transactions
Average Return
-13.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.19%
6-Month Return▲ 31.97%
12-Month Return▲ 31.24%
YTD Return▼ 1.03%
Total Return▼ 34.65%

Best Trade

Opened at
Closed at-
Gain▲ 120.41%

Bio

This is my brokerage investment portfolio.

Performance

15.26%0-15.26%
▼ 4.52%
▼ 4.74%
▼ 6.41%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 6.56%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 15.26%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 12.02%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.53%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.87%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.49%
Mar 2024
▼ 11.79%
▼ 2.83%
▼ 7.19%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 6.41%
▼ 6.45%▼ 2.17%▼ 6.56%
▲ 9.22%▲ 9.13%▲ 15.26%
▲ 5.14%▲ 4.57%▲ 12.02%
▼ 1.87%▲ 1.59%▼ 2.53%
▲ 14.08%▲ 5.22%▲ 8.87%
▲ 5.05%▲ 3.27%▲ 0.49%
▼ 11.79%▼ 2.83%▼ 7.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Activision Blizzard
▲ 16.61%
5
Close
Oct 12, 2023
Coupa Software
▼ 53.53%
3
Close
Feb 28, 2023
BlackRock
1.43%
▲ 13.51%
3
Buy
Jun 24, 2022
Zoetis
1.74%
▼ 2.64%
5
Buy
Jun 02, 2022
Costco
3.05%
▲ 91.41%
4
Buy
May 13, 2022
Apple
1.03%
▲ 51.86%
6
Buy
May 12, 2022
Meta Platforms
5.01%
▲ 41.81%
9
Sell
May 11, 2022
JPMorgan Chase & Co.
4.81%
▲ 25.82%
8
Buy
May 11, 2022
Salesforce
1.27%
▲ 86.16%
3
Sell
May 11, 2022
Walt Disney
1.8%
▼ 24.70%
4
Sell
May 11, 2022
Airbnb
4.23%
▲ 3.51%
3
Buy
May 11, 2022
Alibaba
1.56%
▼ 68.62%
2
Sell
May 11, 2022
Zoom Video Communications
1.54%
▼ 64.93%
2
Buy
May 11, 2022
Advanced Micro Devices
2.5%
▲ 78.77%
3
Buy
May 11, 2022
Beyond Meat
0.21%
▼ 94.68%
2
Buy
May 11, 2022
Chewy
1.25%
▼ 82.82%
3
Buy
May 11, 2022
Adobe
1.19%
▲ 39.68%
3
Sell
May 11, 2022
Lyft
2.03%
▼ 54.65%
2
Buy
May 11, 2022
RH
1.79%
▲ 11.72%
3
Sell
May 11, 2022
Pinterest
4.61%
▲ 12.94%
2
Buy
May 11, 2022