tiprankstipranks

New Portfolio - New Portfolio

Lisa Cassidy

New Portfolio
Individual Investor
Ranked #421,434 out of 728,988 TipRanks' Investors
Success Rate
34%
295 out of 861
profitable transactions
Average Return
-10.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 16.88%
6-Month Return▲ 10.65%
12-Month Return▲ 6.00%
YTD Return▼ 7.57%
Total Return▼ 56.66%

Best Trade

Opened at
Closed at-
Gain▲ 275.37%

Bio

I am retired and I enjoy watching the stock markets, I'm still trying to learn when to buy and sell or hold

Performance

24.17%0-24.17%
▼ 4.52%
▼ 4.74%
▼ 7.91%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.42%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 14.03%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.60%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 7.40%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 19.45%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.34%
Mar 2024
▼ 24.17%
▼ 4.31%
▼ 17.54%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 7.91%
▼ 6.45%▼ 2.17%▼ 2.42%
▲ 9.22%▲ 9.13%▲ 14.03%
▲ 5.14%▲ 4.57%▲ 6.60%
▼ 1.87%▲ 1.59%▼ 7.40%
▲ 14.08%▲ 5.22%▲ 19.45%
▲ 5.05%▲ 3.27%▲ 1.34%
▼ 24.17%▼ 4.31%▼ 17.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Riot Platforms
0.83%
▼ 19.14%
15
Buy
Apr 17, 2024
Bluebird Bio
▼ 0.89%
11
Close
Apr 17, 2024
Pacific Biosciences
0.22%
▼ 37.65%
3
Buy
Apr 17, 2024
Main Street Capital
1.03%
▲ 21.76%
21
Buy
Apr 16, 2024
BigBearai Holdings
0.62%
▼ 19.87%
7
Buy
Apr 16, 2024
Commercial Metals Company
0.81%
▲ 11.47%
7
Buy
Apr 11, 2024
YieldMax TSLA Option Income Strategy ETF
0.28%
▼ 23.53%
11
Sell
Apr 11, 2024
Ardmore Shipping
▲ 70.21%
11
Close
Apr 09, 2024
Mondelez International
▼ 3.12%
5
Close
Apr 08, 2024
Opera
0.48%
▼ 15.90%
3
Open
Apr 08, 2024
Adaptive Biotechnologies
0.22%
▼ 27.18%
3
Open
Apr 08, 2024
iShares Silver Trust
0%
▲ 2.86%
4
Open
Apr 04, 2024
SPDR Gold Shares
0%
▲ 4.17%
1
Open
Apr 04, 2024
Corning
0.36%
▼ 3.73%
12
Buy
Mar 30, 2024
BWX Technologies
1.14%
▲ 10.61%
3
Buy
Mar 30, 2024
Devon Energy
0.81%
▲ 12.75%
2
Buy
Mar 30, 2024
W&T Offshore
0.04%
▼ 37.11%
7
Buy
Mar 26, 2024
Primo Water
0.46%
▲ 24.79%
7
Buy
Mar 26, 2024
SoundHound AI, Inc Class A
0.3%
▲ 30.00%
10
Buy
Mar 25, 2024
Fidelity National Info
0.7%
▲ 17.97%
4
Buy
Mar 23, 2024