tiprankstipranks

Individual - New Portfolio

ZBASS

Individual
Individual Investor
Ranked #326,393 out of 728,988 TipRanks' Investors
Success Rate
42%
164 out of 389
profitable transactions
Average Return
-1.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.63%
6-Month Return▲ 21.42%
12-Month Return▲ 7.46%
YTD Return▼ 9.42%
Total Return▲ 66.60%

Best Trade

Opened at
Closed at-
Gain▲ 946.61%

Bio

Buy & Hold w/ speculative

Performance

24.26%0-24.26%
▼ 4.52%
▼ 4.74%
▼ 7.37%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 11.84%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 21.27%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 15.30%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 6.86%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.68%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.57%
Mar 2024
▼ 24.26%
▼ 4.50%
▼ 8.55%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 7.37%
▼ 6.45%▼ 2.17%▼ 11.84%
▲ 9.22%▲ 9.13%▲ 21.27%
▲ 5.14%▲ 4.57%▲ 15.30%
▼ 1.87%▲ 1.59%▼ 6.86%
▲ 14.08%▲ 5.22%▲ 2.68%
▲ 5.05%▲ 3.27%▲ 3.57%
▼ 24.26%▼ 4.50%▼ 8.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Vanguard International High Dividend Yield Index Fund Admiral Shares
7.15%
▲ 6.52%
6
Buy
Mar 20, 2024
Tesla
19.09%
▲ 100.39%
15
Buy
Mar 16, 2024
Walgreens Boots Alliance
3.32%
▼ 28.62%
19
Buy
Mar 13, 2024
Dorian LPG
1.15%
▲ 4.34%
1
Buy
Mar 11, 2024
FedEx
▼ 7.29%
14
Sell
Mar 09, 2024
Rocket Companies
▼ 45.98%
8
Close
Mar 09, 2024
iShares 20+ Year Treasury Bond ETF
3.28%
▼ 3.90%
9
Buy
Mar 09, 2024
Starbucks
1.31%
▲ 11.27%
15
Buy
Feb 28, 2024
Costco
4.28%
▲ 77.00%
17
Buy
Feb 19, 2024
Apple
8.97%
▲ 44.84%
16
Buy
Feb 17, 2024
Micron
1.1%
▲ 39.00%
10
Buy
Jan 19, 2024
Walt Disney
1.47%
▼ 21.90%
11
Buy
Jan 11, 2024
Nvidia
8.81%
▲ 301.14%
11
Buy
Dec 30, 2023
Affirm Holdings
▼ 44.50%
7
Close
Dec 29, 2023
Greenbriar Capital
▲ 10.54%
4
Close
Nov 21, 2023
Shift Technologies
0%
▼ 77.73%
7
Buy
Oct 21, 2023
Spruce Power Holding
0.1%
▼ 78.42%
11
Sell
Oct 10, 2023
Squarespace
▼ 37.83%
4
Sell
Oct 05, 2023
Digital Realty
▼ 20.68%
11
Sell
Oct 04, 2023
Kinross Gold
▼ 22.73%
11
Close
Oct 04, 2023