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New Portfolio - New Portfolio

PerformancePortfolio Details

Vikram Bhatia

New Portfolio
Individual Investor
Ranked #421,541 out of 757,859 TipRanks' Investors
Success Rate
43%
29 out of 68
profitable transactions
Average Return
-3.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.93%
6-Month Return▲ 7.13%
12-Month Return▲ 19.88%
YTD Return▼ 4.40%
Total Return▼ 28.74%

Best Trade

AssetOneok (OKE)
Opened at
Closed at-
Gain▲ 219.71%

Bio

Private investor

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 11.29%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 5.69%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.04%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.73%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.43%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.06%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 4.61%
Aug 2024
▲ 3.13%
▲ 1.37%
▲ 12.38%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 11.29%
▲ 5.05%▲ 3.27%▼ 5.69%
▼ 12.40%▼ 4.03%▼ 3.04%
▲ 11.46%▲ 5.06%▲ 8.73%
▼ 2.25%▲ 3.53%▼ 5.43%
▲ 25.76%▲ 1.21%▲ 3.06%
▼ 4.21%▲ 2.34%▼ 4.61%
▲ 3.13%▲ 1.37%▲ 12.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPY
SPDR S&P 500 ETF Trust
3.44%
▲ 29.66%
1
Open
Feb 09, 2022
MSFT
Microsoft
12.93%
▲ 44.56%
3
Buy
Feb 09, 2022
NIO
Nio
1.97%
▼ 87.44%
9
Buy
Jan 07, 2022
COIN
Coinbase Global
4.14%
▼ 29.53%
3
Buy
Jan 07, 2022
HOOD
Robinhood Markets
―
▼ 41.76%
5
Close
Jan 07, 2022
RIVN
Rivian Automotive
―
▼ 33.61%
2
Close
Jan 07, 2022
DIS
Walt Disney
5.65%
▼ 39.80%
2
Buy
Jan 04, 2022
INFIQ
Infinity Pharmaceuticals
―
▼ 26.19%
4
Close
Jan 04, 2022
LCTX
Lineage Therap
―
▲ 18.57%
4
Close
Nov 22, 2021
BABA
Alibaba
―
▼ 12.87%
6
Close
Nov 22, 2021
VRM
Vroom
―
▼ 54.19%
3
Close
Nov 22, 2021
CYTK
Cytokinetics
―
▲ 29.92%
2
Close
Nov 22, 2021
LMND
Lemonade
―
▼ 23.57%
3
Close
Nov 22, 2021
UBER
Uber Technologies
―
▼ 2.78%
2
Close
Nov 22, 2021
MRNA
Moderna
―
▲ 84.94%
2
Close
Nov 12, 2021
AAPL
Apple
27.41%
▲ 73.14%
3
Buy
Oct 29, 2021
STEM
Stem Inc
―
▲ 4.74%
3
Close
Oct 29, 2021
AMD
Advanced Micro Devices
19.09%
▲ 63.24%
3
Buy
Sep 13, 2021
TSLA
Tesla
13.79%
▲ 6.86%
3
Buy
Sep 13, 2021
SCTL
Societal CDMO
―
▼ 31.67%
5
Close
Sep 13, 2021