tiprankstipranks

New MoneyPortfolio - New Portfolio

William Holt

New MoneyPortfolio
Individual Investor
Ranked #382,664 out of 723,149 TipRanks' Investors
Success Rate
36%
234 out of 649
profitable transactions
Average Return
-7.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.58%
6-Month Return▲ 25.30%
12-Month Return▲ 42.96%
YTD Return▲ 10.23%
Total Return▼ 14.06%

Best Trade

Opened at
Closed at
Gain▲ 406.53%

Bio

I read alot of finance articles about stocks and do my own analysis

Performance

14.08%0-14.08%
▼ 8.63%
▼ 1.63%
▼ 7.16%
Aug 2023
▼ 4.52%
▼ 4.74%
▼ 6.67%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 8.04%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.26%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 12.79%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.79%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.95%
Feb 2024
▲ 1.35%
▲ 3.29%
▲ 4.95%
Mar 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 8.63%▼ 1.63%▼ 7.16%
▼ 4.52%▼ 4.74%▼ 6.67%
▼ 6.45%▼ 2.17%▼ 8.04%
▲ 9.22%▲ 9.13%▲ 9.26%
▲ 5.14%▲ 4.57%▲ 12.79%
▼ 1.87%▲ 1.59%▼ 1.79%
▲ 14.08%▲ 5.22%▲ 6.95%
▲ 1.35%▲ 3.29%▲ 4.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Harpoon Therapeutics
▼ 21.32%
7
Close
Mar 08, 2024
IronNet
▼ 99.94%
2
Close
Feb 22, 2024
Evolve Transition Infrastructure
▼ 93.28%
2
Close
Feb 16, 2024
Home Point Capital
▼ 53.72%
2
Close
Jul 31, 2023
Qualtrics International
▼ 56.53%
2
Close
Jun 27, 2023
Avaya Holdings
▼ 99.93%
2
Close
May 01, 2023
Otonomy
▼ 92.48%
2
Close
Apr 11, 2023
Qumu
▼ 67.35%
2
Close
Feb 08, 2023
Sierra Wireless
▲ 101.36%
2
Close
Jan 16, 2023
Continental Resources
▲ 151.39%
2
Close
Nov 23, 2022
Alleghany
▲ 25.64%
2
Close
Oct 18, 2022
Romeo Power
▼ 63.29%
4
Close
Oct 18, 2022
Tyme Technologies
▼ 61.06%
2
Close
Sep 16, 2022
Syros Pharmaceuticals
0%
▼ 20.53%
1
Open
Sep 16, 2022
Zynga
▲ 19.13%
4
Close
May 20, 2022
Take-Two
6.01%
▲ 26.52%
1
Open
May 20, 2022
Goldman Sachs Group
0%
▲ 29.61%
1
Open
Mar 29, 2022
Asana
0%
▼ 71.86%
1
Open
Jan 23, 2022
Airbnb
0%
▲ 12.52%
1
Open
Jan 23, 2022
Microsoft
0%
▲ 45.07%
1
Open
Jan 23, 2022