tiprankstipranks

Individual Brokerage - New Portfolio

Emmanuel

Individual Brokerage
Individual Investor
Ranked #320,962 out of 730,199 TipRanks' Investors
Success Rate
43%
311 out of 722
profitable transactions
Average Return
1.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.40%
6-Month Return▲ 28.35%
12-Month Return▲ 29.03%
YTD Return▲ 4.25%
Total Return▼ 52.28%

Best Trade

Opened at
Closed at
Gain▲ 361.54%

Bio

conservative portfolio for this crazy market

Performance

18.13%0-18.13%
▼ 4.52%
▼ 4.74%
▼ 5.38%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 8.39%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 13.18%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 9.53%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.06%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.55%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.84%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 4.93%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.38%
▼ 6.45%▼ 2.17%▼ 8.39%
▲ 9.22%▲ 9.13%▲ 13.18%
▲ 5.14%▲ 4.57%▲ 9.53%
▼ 1.87%▲ 1.59%▲ 0.06%
▲ 14.08%▲ 5.22%▲ 5.55%
▲ 5.05%▲ 3.27%▲ 3.84%
▼ 18.13%▼ 3.38%▼ 4.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Costco
0.08%
▲ 10.45%
7
Buy
Dec 10, 2021
Fortinet
0.01%
▲ 10.91%
12
Sell
Oct 04, 2021
Bruker
0.09%
▼ 3.59%
5
Buy
Sep 30, 2021
Agilent
0.25%
▼ 9.23%
6
Buy
Sep 30, 2021
Gartner
0.05%
▲ 21.24%
3
Buy
Sep 30, 2021
Builders Firstsource
0.43%
▲ 60.36%
6
Buy
Sep 30, 2021
Epam Systems
0.03%
▼ 26.49%
8
Buy
Sep 30, 2021
Houlihan Lokey
0.01%
▲ 10.81%
8
Buy
Sep 30, 2021
Cubesmart
0.96%
▼ 12.96%
8
Buy
Sep 30, 2021
Perficient
0.01%
▲ 10.13%
7
Buy
Sep 30, 2021
Blackstone Group
1.43%
▲ 2.05%
11
Buy
Sep 30, 2021
Edwards Lifesciences
1.03%
▼ 24.61%
3
Buy
Sep 30, 2021
Keysight Technologies
0.02%
▼ 8.86%
3
Buy
Sep 30, 2021
Bio-Rad Laboratories
0.03%
▼ 33.51%
3
Buy
Sep 30, 2021
Garmin
0.02%
▼ 8.62%
1
Buy
Sep 30, 2021
Sea
0.01%
▼ 79.71%
1
Buy
Sep 30, 2021
Danaher
0.03%
▼ 9.53%
6
Buy
Sep 30, 2021
Cisco Systems
2.77%
▼ 12.88%
4
Buy
Sep 30, 2021
NextEra Energy
0.01%
▼ 9.42%
5
Buy
Sep 30, 2021
Sprout Social
0.01%
▼ 56.49%
1
Buy
Sep 30, 2021