tiprankstipranks

New Portfolio - New Portfolio

Philip

New Portfolio
Individual Investor
Ranked #184,573 out of 732,094 TipRanks' Investors
Success Rate
58%
38 out of 66
profitable transactions
Average Return
6.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.69%
6-Month Return▲ 25.80%
12-Month Return▲ 36.70%
YTD Return▲ 6.26%
Total Return▲ 8.87%

Best Trade

Opened at
Closed at-
Gain▲ 178.28%

Bio

Technical based portfolio pre-screened fundamentally by Tip Rank. There is a sector ETF component that acts as the core holding.

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 4.64%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 11.59%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 11.40%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.21%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.18%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.60%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.11%
Apr 2024
▲ 8.52%
▲ 1.85%
▲ 2.06%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 4.64%
▲ 9.22%▲ 9.13%▲ 11.59%
▲ 5.14%▲ 4.57%▲ 11.40%
▼ 1.87%▲ 1.59%▼ 1.21%
▲ 14.08%▲ 5.22%▲ 6.18%
▲ 5.05%▲ 3.27%▲ 4.60%
▼ 12.40%▼ 4.03%▼ 5.11%
▲ 8.52%▲ 1.85%▲ 2.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Evoqua Water Technologies
▲ 6.06%
2
Close
May 23, 2023
Xylem
3.26%
▲ 33.45%
1
Open
May 23, 2023
Energy Select Sector SPDR Fund
3.59%
▲ 45.15%
3
Open
Nov 22, 2021
Communication Services Select Sector SPDR Fund
5.33%
▲ 4.89%
3
Open
Nov 22, 2021
Technology Select Sector SPDR Fund
12.05%
▲ 14.59%
3
Open
Nov 22, 2021
CarGurus
1.06%
▼ 39.12%
1
Open
Nov 22, 2021
Financial Select Sector SPDR Fund
6.01%
▲ 7.64%
3
Open
Nov 22, 2021
Newmark Group
0.71%
▼ 11.20%
3
Open
Nov 22, 2021
Axon Enterprise
3.6%
▲ 76.01%
1
Open
Nov 22, 2021
iShares Core S&P Small Cap ETF
4.72%
▼ 2.79%
3
Open
Nov 22, 2021
JPMorgan Chase & Co.
0.87%
▲ 12.90%
3
Open
Nov 22, 2021
Global X Lithium & Battery Tech ETF
0.9%
▼ 50.82%
1
Open
Nov 22, 2021
Consumer Discretionary Select Sector SPDR Fund
5.52%
▼ 5.84%
3
Open
Nov 22, 2021
Waste Connections
2.48%
▲ 22.00%
1
Open
Nov 22, 2021
Cheniere Energy
3.4%
▲ 56.69%
1
Open
Nov 22, 2021
Fortinet
1.52%
▼ 11.00%
1
Open
Nov 22, 2021
Diamondback
5.21%
▲ 118.81%
1
Open
Nov 22, 2021
Monolithic Power
2.37%
▲ 29.13%
1
Open
Nov 22, 2021
iShares US Financial Services ETF
1.89%
▲ 3.06%
1
Open
Nov 22, 2021
Nvidia
6.85%
▲ 178.28%
1
Open
Nov 22, 2021