tiprankstipranks

Individual Brokerage - New Portfolio

Dianne Bey

Individual Brokerage
Individual Investor
Ranked #264,449 out of 729,985 TipRanks' Investors
Success Rate
52%
201 out of 384
profitable transactions
Average Return
0.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.03%
6-Month Return▲ 19.81%
12-Month Return▲ 15.70%
YTD Return▲ 4.03%
Total Return▲ 122.35%

Best Trade

Opened at
Closed at
Gain▲ 176.77%

Bio

This is risky business.

Performance

14.65%0-14.65%
▼ 4.52%
▼ 4.74%
▼ 6.61%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 5.15%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.09%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.65%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.31%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.94%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.50%
Mar 2024
▼ 14.65%
▼ 4.46%
▼ 3.60%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 6.61%
▼ 6.45%▼ 2.17%▼ 5.15%
▲ 9.22%▲ 9.13%▲ 10.09%
▲ 5.14%▲ 4.57%▲ 7.65%
▼ 1.87%▲ 1.59%▲ 0.31%
▲ 14.08%▲ 5.22%▲ 3.94%
▲ 5.05%▲ 3.27%▲ 3.50%
▼ 14.65%▼ 4.46%▼ 3.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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GE Healthcare Technologies Inc
0.24%
▲ 42.57%
1
Buy
Jan 04, 2023
Shopify
0.4%
▲ 16.41%
20
Sell
May 18, 2022
HubSpot
17.88%
▲ 36.67%
4
Buy
May 13, 2022
iShares MSCI USA ESG Select ETF
16.09%
▲ 14.01%
11
Buy
May 10, 2022
Tesla
2.66%
▼ 46.26%
1
Buy
May 10, 2022
Walmart
0.98%
▲ 23.78%
2
Buy
May 09, 2022
GE Aerospace
1.3%
▲ 57.12%
4
Buy
May 09, 2022
Best Buy Co
0.21%
▼ 12.57%
4
Buy
May 09, 2022
Vanguard S&P 500 ETF
0.31%
▲ 19.45%
1
Buy
May 09, 2022
Fidelity 500 Index Fund
2.56%
▲ 17.76%
4
Buy
May 08, 2022
Nio
▼ 3.52%
4
Close
May 03, 2022
Warner Bros
0.07%
▼ 65.94%
1
Buy
Apr 13, 2022
Berkshire Hathaway B
2.22%
▲ 13.93%
1
Buy
Mar 27, 2022
Pfizer
0.22%
▼ 0.52%
16
Buy
Mar 27, 2022
PayPal Holdings
0.53%
▼ 22.64%
5
Buy
Mar 27, 2022
Apple
▲ 6.58%
13
Close
Mar 09, 2022
Cleveland-Cliffs
▲ 9.43%
2
Close
Mar 09, 2022
iShares MSCI USA Min Vol Factor ETF
0.67%
▲ 0.32%
8
Buy
Mar 02, 2022
Alibaba
1.83%
▼ 25.20%
14
Buy
Mar 02, 2022
Moderna
1.47%
▲ 33.62%
17
Buy
Mar 02, 2022