tiprankstipranks

New MoneyPortfolio - New Portfolio

William Holt

New MoneyPortfolio
Individual Investor
Ranked #392,877 out of 730,199 TipRanks' Investors
Success Rate
35%
226 out of 649
profitable transactions
Average Return
-8.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.59%
6-Month Return▲ 31.36%
12-Month Return▲ 40.41%
YTD Return▲ 7.81%
Total Return▼ 15.95%

Best Trade

Opened at
Closed at-
Gain▲ 487.00%

Bio

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

Performance

14.09%0-14.09%
▼ 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
▲ 5.05%
▲ 3.27%
▲ 5.38%
Mar 2024
▼ 14.09%
▼ 3.33%
▼ 2.60%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▲ 5.05%▲ 3.27%▲ 5.38%
▼ 14.09%▼ 3.33%▼ 2.60%

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%
▼ 31.01%
1
Open
Sep 16, 2022
Zynga
▲ 19.13%
4
Close
May 20, 2022
Take-Two
6.02%
▲ 23.00%
1
Open
May 20, 2022
Goldman Sachs Group
0%
▲ 32.04%
1
Open
Mar 29, 2022
Asana
0%
▼ 72.61%
1
Open
Jan 23, 2022
Airbnb
0%
▲ 10.10%
1
Open
Jan 23, 2022
Microsoft
0%
▲ 40.81%
1
Open
Jan 23, 2022