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Individual Brokerage
- New Portfolio
Performance
Portfolio Details
WSHEP
Individual Brokerage
Individual Investor
Ranked #33,788 out of 723,149 TipRanks' Investors
Success Rate
73%
327 out of 451
profitable transactions
Average Return
14.42%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 6.75%
6-Month Return
▲ 29.59%
12-Month Return
▲ 37.87%
YTD Return
▲ 16.00%
Total Return
▲ 37.06%
Best Trade
Asset
Nvidia (NVDA)
Opened at
Sep 29, 2022
Closed at
-
Gain
▲ 638.54%
Bio
Miscelaneous
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
14.62%
0
-14.62%
▼ 8.63%
▼ 1.63%
▼ 3.08%
Aug 2023
▼ 4.52%
▼ 4.74%
▼ 8.14%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 11.59%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.23%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 14.62%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.10%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.78%
Feb 2024
▲ 1.35%
▲ 3.29%
▲ 6.75%
Mar 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 8.63%
▼ 1.63%
▼ 3.08%
▼ 4.52%
▼ 4.74%
▼ 8.14%
▼ 6.45%
▼ 2.17%
▼ 11.59%
▲ 9.22%
▲ 9.13%
▲ 10.23%
▲ 5.14%
▲ 4.57%
▲ 14.62%
▼ 1.87%
▲ 1.59%
▼ 0.10%
▲ 14.08%
▲ 5.22%
▲ 8.78%
▲ 1.35%
▲ 3.29%
▲ 6.75%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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GEHC
GE Healthcare Technologies Inc
1.78%
▲ 49.30%
1
Buy
Jan 04, 2023
NVDA
Nvidia
7.5%
▲ 467.11%
4
Buy
Dec 23, 2022
PRBLX
Parnassus Core Equity Fund-Investor Shares
1.99%
▲ 16.16%
44
Buy
Dec 22, 2022
WILNX
William Blair International Leaders Fd N
1.31%
▲ 14.57%
49
Buy
Dec 20, 2022
WGROX
Wasatch Core Growth Fund
0.71%
▲ 31.16%
36
Buy
Dec 20, 2022
VATE
INNOVATE Corp
―
▲ 29.17%
2
Close
Dec 15, 2022
KKR
KKR & Co
3.38%
▲ 84.42%
5
Buy
Nov 29, 2022
RIVN
Rivian Automotive
0.8%
▼ 66.24%
1
Buy
Nov 07, 2022
ENTBD
Entheon Biomedical
―
▼ 91.20%
2
Sell
Oct 31, 2022
LESL
Leslie's
0.73%
▼ 69.06%
3
Sell
Oct 31, 2022
MU
Micron
4.64%
▲ 61.68%
7
Buy
Oct 28, 2022
GE
General Electric
10.44%
▲ 129.99%
4
Buy
Oct 25, 2022
TMRC
Texas Mineral Resources
2.04%
▼ 34.99%
22
Buy
Oct 17, 2022
STWD
Starwood Property
2.07%
▼ 5.56%
3
Buy
Oct 17, 2022
LOWLF
Lowell Farms
0.12%
▼ 44.44%
4
Buy
Jul 12, 2022
MNST
Monster Beverage
―
▲ 5.23%
2
Close
Jul 03, 2022
LI
Li Auto
―
▲ 40.76%
6
Sell
Jun 18, 2022
NOG
Northern Oil And Gas
―
▲ 31.46%
4
Close
Jun 09, 2022
SBUX
Starbucks
―
▼ 30.60%
2
Sell
Jun 02, 2022
UBS
UBS Group AG
―
▲ 4.81%
5
Close
Jun 01, 2022
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