tiprankstipranks

Brokerage Account - 0731 - New Portfolio

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Brokerage Account - 0731
Individual Investor
Ranked #540,680 out of 723,426 TipRanks' Investors
Success Rate
63%
148 out of 234
profitable transactions
Average Return
-2.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.94%
6-Month Return▲ 45.17%
12-Month Return▲ 47.70%
YTD Return▲ 13.13%
Total Return▲ 19.86%

Best Trade

Opened at
Closed at
Gain▲ 58.68%

Bio

Decisions

Performance

24.48%0-24.48%
▼ 8.63%
▼ 1.63%
▼ 7.70%
Aug 2023
▼ 4.52%
▼ 4.74%
▼ 4.56%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 9.14%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 24.48%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 13.46%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.86%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 12.06%
Feb 2024
▲ 1.35%
▲ 3.29%
▲ 3.94%
Mar 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 8.63%▼ 1.63%▼ 7.70%
▼ 4.52%▼ 4.74%▼ 4.56%
▼ 6.45%▼ 2.17%▼ 9.14%
▲ 9.22%▲ 9.13%▲ 24.48%
▲ 5.14%▲ 4.57%▲ 13.46%
▼ 1.87%▲ 1.59%▼ 2.86%
▲ 14.08%▲ 5.22%▲ 12.06%
▲ 1.35%▲ 3.29%▲ 3.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Paylocity
▲ 12.50%
2
Sell
Aug 09, 2022
Vanguard High Dividend Yield Index ETF
2.8%
▲ 14.43%
2
Sell
Aug 08, 2022
Privia Health Group
▲ 11.42%
2
Sell
Jul 29, 2022
Antero Resources
▲ 5.87%
2
Close
May 05, 2022
Cloudflare
7.28%
▲ 5.22%
11
Buy
Apr 15, 2022
Chegg
▼ 54.73%
2
Close
Apr 15, 2022
Direxion Daily Semiconductor Bull 3x Shares
4.84%
▲ 5.81%
9
Buy
Apr 06, 2022
Paypal Holdings
▼ 57.91%
2
Close
Apr 05, 2022
Expensify
▼ 61.07%
2
Close
Apr 05, 2022
Microsoft
12.17%
▲ 28.93%
9
Buy
Mar 25, 2022
Vanguard Information Technology ETF
12.13%
▲ 15.08%
2
Buy
Mar 24, 2022
GlobalFoundries Inc
▲ 4.02%
3
Close
Mar 19, 2022
indie Semiconductor
7.57%
▼ 43.02%
8
Buy
Mar 08, 2022
JD
▼ 3.21%
4
Close
Feb 27, 2022
KORE Group Holdings
▼ 34.67%
4
Close
Feb 27, 2022
ProShares UltraPro QQQ
6.41%
▼ 41.27%
6
Buy
Feb 15, 2022
Vanguard Total Stock Market ETF
10.52%
▲ 5.55%
4
Buy
Feb 15, 2022
Motley Fool 100 Index ETF
2.87%
▲ 4.56%
5
Buy
Jan 05, 2022
Enthusiast Gaming Holdings
▼ 8.40%
4
Close
Jan 04, 2022
Invesco QQQ Trust
2.57%
▲ 6.43%
5
Buy
Dec 31, 2021