tiprankstipranks

Main Protfolio - New Portfolio

Aaron Yoelz

Main Protfolio
Individual Investor
Ranked #147,681 out of 732,094 TipRanks' Investors
Success Rate
73%
16 out of 22
profitable transactions
Average Return
6.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.88%
6-Month Return▲ 21.61%
12-Month Return▲ 18.52%
YTD Return▼ 8.45%
Total Return▲ 81.56%

Best Trade

Opened at
Closed at
Gain▲ 89.75%

Bio

Performance

19.43%0-19.43%
▼ 6.45%
▼ 2.17%
▼ 9.26%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 19.43%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 17.91%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 8.95%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.85%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.36%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 10.74%
Apr 2024
▲ 7.64%
▲ 1.85%
▲ 7.03%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 9.26%
▲ 9.22%▲ 9.13%▲ 19.43%
▲ 5.14%▲ 4.57%▲ 17.91%
▼ 1.87%▲ 1.59%▼ 8.95%
▲ 14.08%▲ 5.22%▲ 0.85%
▲ 5.05%▲ 3.27%▲ 4.36%
▼ 12.40%▼ 4.03%▼ 10.74%
▲ 7.64%▲ 1.85%▲ 7.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Alibaba
▲ 10.76%
6
Close
May 05, 2024
SolarEdge Technologies
2.57%
▼ 29.89%
3
Buy
Jan 11, 2024
General Dynamics
▼ 1.94%
2
Close
Jan 10, 2024
Microsoft
94.74%
▲ 7.49%
6
Buy
Dec 29, 2023
Sunrun
2.69%
▼ 40.10%
2
Buy
Dec 25, 2023
Match Group
▲ 17.54%
2
Close
Jun 12, 2023
Udemy Inc
▲ 32.59%
2
Close
Jun 06, 2023
Amazon
▲ 39.85%
3
Close
Apr 19, 2023
Switch
▲ 89.75%
2
Close
Apr 28, 2022
Corsair Gaming
▼ 41.34%
2
Close
Apr 28, 2022
Moderna
▲ 2.77%
2
Close
Oct 16, 2020
Meta Platforms
▲ 12.05%
3
Close
Oct 05, 2020