tiprankstipranks

New Portfolio - New Portfolio

Philip

New Portfolio
Individual Investor
Ranked #189,062 out of 730,199 TipRanks' Investors
Success Rate
56%
37 out of 66
profitable transactions
Average Return
5.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.58%
6-Month Return▲ 32.26%
12-Month Return▲ 37.60%
YTD Return▲ 5.22%
Total Return▲ 7.80%

Best Trade

Opened at
Closed at-
Gain▲ 149.72%

Bio

Technical based portfolio pre-screened fundamentally by Tip Rank. There is a sector ETF component that acts as the core holding.

Performance

18.13%0-18.13%
▼ 4.52%
▼ 4.74%
▼ 5.84%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.64%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 11.59%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 11.40%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.21%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.18%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.60%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 4.10%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.84%
▼ 6.45%▼ 2.17%▼ 4.64%
▲ 9.22%▲ 9.13%▲ 11.59%
▲ 5.14%▲ 4.57%▲ 11.40%
▼ 1.87%▲ 1.59%▼ 1.21%
▲ 14.08%▲ 5.22%▲ 6.18%
▲ 5.05%▲ 3.27%▲ 4.60%
▼ 18.13%▼ 3.38%▼ 4.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Evoqua Water Technologies
▲ 6.06%
2
Close
May 23, 2023
Xylem
3.13%
▲ 27.09%
1
Open
May 23, 2023
Energy Select Sector SPDR Fund
3.8%
▲ 48.74%
3
Open
Nov 22, 2021
Communication Services Select Sector SPDR Fund
5.23%
▲ 5.29%
3
Open
Nov 22, 2021
Technology Select Sector SPDR Fund
11.87%
▲ 13.23%
3
Open
Nov 22, 2021
CarGurus
1.07%
▼ 37.54%
1
Open
Nov 22, 2021
Financial Select Sector SPDR Fund
6.11%
▲ 8.39%
3
Open
Nov 22, 2021
Newmark Group
0.69%
▼ 11.91%
3
Open
Nov 22, 2021
Axon Enterprise
3.44%
▲ 67.10%
1
Open
Nov 22, 2021
iShares Core S&P Small Cap ETF
4.67%
▼ 3.42%
3
Open
Nov 22, 2021
JPMorgan Chase & Co.
0.89%
▲ 13.74%
3
Open
Nov 22, 2021
Global X Lithium & Battery Tech ETF
0.84%
▼ 55.22%
1
Open
Nov 22, 2021
Consumer Discretionary Select Sector SPDR Fund
5.47%
▼ 6.74%
3
Open
Nov 22, 2021
Waste Connections
2.51%
▲ 23.49%
1
Open
Nov 22, 2021
Cheniere Energy
3.53%
▲ 56.57%
1
Open
Nov 22, 2021
Fortinet
1.69%
▼ 1.07%
1
Open
Nov 22, 2021
Diamondback
5.4%
▲ 122.87%
1
Open
Nov 22, 2021
Monolithic Power
2.18%
▲ 17.26%
1
Open
Nov 22, 2021
iShares US Financial Services ETF
1.92%
▲ 4.38%
1
Open
Nov 22, 2021
Nvidia
6.28%
▲ 149.72%
1
Open
Nov 22, 2021