tiprankstipranks

Cap 1(-0924) -8435 - New Portfolio

Troy Carlson

Cap 1(-0924) -8435
Individual Investor
Ranked #466,034 out of 729,985 TipRanks' Investors
Success Rate
54%
31 out of 57
profitable transactions
Average Return
-3.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.84%
6-Month Return▲ 23.10%
12-Month Return▲ 31.07%
YTD Return▲ 4.21%
Total Return▼ 1.03%

Best Trade

Opened at
Closed at-
Gain▲ 169.62%

Bio

Personally Managed Portfolio

Performance

14.09%0-14.09%
▼ 4.52%
▼ 4.74%
▼ 4.64%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 6.87%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 12.48%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.54%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.08%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.82%
Mar 2024
▼ 14.09%
▼ 3.33%
▼ 3.51%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.64%
▼ 6.45%▼ 2.17%▼ 6.87%
▲ 9.22%▲ 9.13%▲ 12.48%
▲ 5.14%▲ 4.57%▲ 6.54%
▼ 1.87%▲ 1.59%▼ 2.08%
▲ 14.08%▲ 5.22%▲ 5.22%
▲ 5.05%▲ 3.27%▲ 4.82%
▼ 14.09%▼ 3.33%▼ 3.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Poshmark
▼ 36.00%
5
Close
Jan 04, 2023
Vanguard Information Technology ETF
14.41%
▲ 30.44%
5
Buy
Jun 28, 2022
Scotts Miracle-Gro Company
1.8%
▼ 43.50%
4
Buy
Jun 10, 2022
Meta Platforms
7.93%
▲ 76.28%
2
Close
Jun 09, 2022
Amazon
23.85%
▼ 5.93%
4
Buy
Jun 07, 2022
Hercules Capital
14.05%
▲ 18.55%
6
Buy
May 25, 2022
Aecom Technology
4.55%
▲ 32.50%
2
Buy
May 10, 2022
Blackstone Mortgage
1.9%
▼ 37.21%
4
Buy
May 10, 2022
Annaly Capital
1.59%
▼ 34.05%
4
Buy
May 10, 2022
SPDR S&P 500 ETF Trust
6.52%
▲ 15.45%
3
Buy
May 10, 2022
Redwood
2.93%
▼ 54.85%
5
Buy
May 10, 2022
DR Horton
▲ 11.39%
2
Close
Jan 08, 2022
T2 Biosystems
▼ 42.79%
2
Close
Nov 20, 2021
Ouster
▼ 19.54%
2
Close
Nov 17, 2021
Veeco
▲ 28.82%
2
Close
Nov 11, 2021
The Middleby
▲ 7.14%
3
Close
Nov 09, 2021
ChargePoint Holdings
▼ 1.95%
2
Close
Nov 05, 2021
CareCloud
▲ 7.06%
2
Close
Nov 05, 2021
Coinbase Global
▲ 44.68%
2
Close
Oct 23, 2021
RedHill Biopharma
▲ 48.41%
2
Close
Sep 09, 2021