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Smart Innovation - New Portfolio

VISION INVEST

Smart Innovation
Individual Investor
Ranked #275,711 out of 729,459 TipRanks' Investors
Success Rate
43%
95 out of 220
profitable transactions
Average Return
10.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.01%
6-Month Return▲ 12.00%
12-Month Return▲ 25.98%
YTD Return▼ 5.56%
Total Return▼ 8.73%

Best Trade

Opened at
Closed at-
Gain▲ 431.95%

Bio

Growth Oriented Portfolios focused on Innovation and Clean Energy.

Performance

16.69%0-16.69%
▼ 4.52%
▼ 4.74%
▼ 5.35%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 10.75%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 15.12%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.61%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.87%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 9.73%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.09%
Mar 2024
▼ 16.69%
▼ 5.34%
▼ 9.44%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.35%
▼ 6.45%▼ 2.17%▼ 10.75%
▲ 9.22%▲ 9.13%▲ 15.12%
▲ 5.14%▲ 4.57%▲ 8.61%
▼ 1.87%▲ 1.59%▼ 4.87%
▲ 14.08%▲ 5.22%▲ 9.73%
▲ 5.05%▲ 3.27%▼ 0.09%
▼ 16.69%▼ 5.34%▼ 9.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Activision Blizzard
▲ 23.02%
4
Close
Oct 12, 2023
Tesla
8.65%
▼ 53.17%
40
Sell
Aug 02, 2022
Occidental Petroleum
0.01%
▲ 7.54%
8
Sell
Aug 01, 2022
Advanced Micro Devices
0.02%
▲ 87.51%
6
Sell
Aug 01, 2022
Microsoft
13.19%
▲ 42.04%
14
Sell
Jul 29, 2022
Nvidia
24.27%
▲ 275.82%
27
Sell
Jul 29, 2022
Alphabet Class A
12.97%
▲ 22.87%
21
Sell
Jul 29, 2022
iShares Semiconductor ETF
0.09%
▲ 53.84%
1
Open
Jul 21, 2022
SPDR Bloomberg 1-3 Month T-Bill ETF
0.01%
▲ 8.02%
1
Open
Jul 14, 2022
Micron
▲ 2.71%
6
Close
Jul 08, 2022
ON Semiconductor
0.01%
▲ 28.85%
3
Sell
Jul 08, 2022
ASML Holding
0.13%
▲ 100.66%
3
Sell
Jul 08, 2022
iShares 20+ Year Treasury Bond ETF
▼ 5.97%
4
Close
Jun 30, 2022
Taiwan Semiconductor Manufacturing
0.37%
▲ 23.03%
5
Open
Jun 28, 2022
Apple
3.44%
▲ 17.17%
10
Buy
Jun 24, 2022
ProShares Short QQQ
▼ 7.47%
4
Close
Jun 24, 2022
ProShares UltraPro Short QQQ
▼ 20.08%
3
Close
Jun 24, 2022
Bank of America
0.01%
▲ 0.48%
10
Open
Jun 17, 2022
Enphase Energy
0.02%
▼ 27.25%
17
Sell
Jun 13, 2022
Coinbase Global
▼ 22.12%
26
Close
Jun 12, 2022