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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #342,659 out of 732,319 TipRanks' Investors
Success Rate
43%
26 out of 61
profitable transactions
Average Return
2.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.50%
6-Month Return▲ 39.83%
12-Month Return▲ 51.35%
YTD Return▲ 4.17%
Total Return▲ 27.58%

Best Trade

Opened at
Closed at
Gain▲ 278.60%

Bio

solid with potential for further gains

Performance

23.77%0-23.77%
▼ 6.45%
▼ 2.17%
▲ 3.09%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 15.60%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 23.77%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 5.68%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 15.64%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.77%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.04%
Apr 2024
▲ 8.77%
▲ 2.91%
▲ 3.16%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▲ 3.09%
▲ 9.22%▲ 9.13%▲ 15.60%
▲ 5.14%▲ 4.57%▲ 23.77%
▼ 1.87%▲ 1.59%▼ 5.68%
▲ 14.08%▲ 5.22%▲ 15.64%
▲ 5.05%▲ 3.27%▲ 1.77%
▼ 12.40%▼ 4.03%▼ 9.04%
▲ 8.77%▲ 2.91%▲ 3.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Cassava Sciences
▼ 22.47%
4
Close
Apr 16, 2024
Enbridge
▲ 24.22%
3
Close
Apr 16, 2024
KWESST Micro Systems
3.3%
▼ 13.54%
2
Buy
Apr 16, 2024
Apple
▲ 62.31%
5
Close
Apr 11, 2024
DHL Group
8.65%
▲ 3.32%
1
Open
Apr 11, 2024
Marathon Digital Holdings
▲ 40.46%
6
Close
Feb 26, 2024
Sony Group
▼ 13.17%
3
Close
Feb 26, 2024
BioNTech SE
▼ 65.58%
2
Close
Feb 26, 2024
Compass Diversified Holdings
▲ 45.94%
3
Close
Feb 26, 2024
Crestwood Equity
▲ 44.38%
3
Close
Nov 03, 2023
Energy Transfer
13.91%
▲ 20.22%
1
Open
Nov 03, 2023
Block
5.97%
▼ 1.54%
3
Buy
Oct 19, 2023
SuRo Capital
15.96%
▼ 69.25%
2
Buy
Nov 11, 2021
Palantir Technologies
▼ 7.69%
5
Close
Nov 11, 2021
Affirm Holdings
▲ 2.26%
2
Close
Nov 11, 2021
Upstart Holdings
▲ 89.78%
3
Close
Nov 01, 2021
iShares MSCI Global Min Vol Factor ETF
▼ 0.38%
2
Close
Nov 01, 2021
Cerevel Therapeutics Holdings
▲ 15.41%
2
Close
Nov 01, 2021
Porsche Automobil Holding
▼ 9.32%
2
Close
Oct 14, 2021
Lucid Group
▼ 1.42%
2
Close
Aug 24, 2021