tiprankstipranks

Brokerage Account - 5970 - New Portfolio

CAP 1973

Brokerage Account - 5970
Individual Investor
Ranked #456,976 out of 728,574 TipRanks' Investors
Success Rate
33%
99 out of 300
profitable transactions
Average Return
-12.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 19.33%
6-Month Return▼ 6.55%
12-Month Return▼ 14.20%
YTD Return▼ 15.24%
Total Return▼ 56.36%

Best Trade

Opened at
Closed at-
Gain▲ 162.08%

Bio

This is a balanced Growth Portfolio focused on America 2.0, 4th Industrial Revolution, 5G, Precision Medicine and all things Clean Energy.

Performance

21.40%0-21.40%
▼ 4.52%
▼ 4.74%
▼ 20.60%
Sep 2023
▼ 6.45%
▼ 2.17%
▲ 12.33%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 13.35%
Nov 2023
▲ 5.14%
▲ 4.57%
▼ 1.95%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.58%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 14.55%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 8.16%
Mar 2024
▼ 21.40%
▼ 3.74%
▼ 16.44%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 20.60%
▼ 6.45%▼ 2.17%▲ 12.33%
▲ 9.22%▲ 9.13%▲ 13.35%
▲ 5.14%▲ 4.57%▼ 1.95%
▼ 1.87%▲ 1.59%▼ 3.58%
▲ 14.08%▲ 5.22%▲ 14.55%
▲ 5.05%▲ 3.27%▼ 8.16%
▼ 21.40%▼ 3.74%▼ 16.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Ethereum
28.94%
▲ 66.10%
5
Buy
Mar 15, 2023
Enterprise Products Partners
23.05%
▲ 17.33%
5
Buy
Mar 14, 2023
Bitcoin
42.15%
▲ 76.84%
3
Buy
Mar 13, 2023
Dogecoin
▼ 13.41%
2
Close
Mar 10, 2023
ARK Fintech Innovation ETF
▼ 36.41%
2
Close
Mar 09, 2023
JP Morgan Betabuilders U.S. Equity ETF
2.91%
▲ 26.85%
1
Buy
Mar 08, 2023
JPMorgan BetaBuilders International Equity ETF
1.85%
▲ 8.96%
1
Buy
Mar 08, 2023
Annaly Capital
0.39%
▼ 47.69%
4
Sell
Mar 07, 2023
Plug Power
▼ 50.84%
8
Close
Mar 07, 2023
Vita Coco Company
▲ 33.59%
7
Close
Mar 07, 2023
Airbnb
0.32%
▲ 0.40%
11
Sell
Mar 07, 2023
Uber Technologies
0.07%
▲ 65.94%
10
Sell
May 12, 2022
Momentus
0.01%
▼ 65.53%
13
Buy
May 09, 2022
Nio
▼ 15.37%
17
Close
May 03, 2022
Roblox
▼ 61.18%
7
Close
May 03, 2022
Coinbase Global
▼ 42.01%
14
Close
May 03, 2022
ARK Innovation ETF
▼ 24.09%
3
Close
May 03, 2022
Warby Parker
▼ 8.22%
2
Close
Apr 20, 2022
Roku
▼ 18.59%
2
Close
Apr 20, 2022
Palantir Technologies
▼ 42.68%
4
Close
Apr 13, 2022