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New Portfolio - New Portfolio

59779A76

New Portfolio
Individual Investor
Ranked #16,827 out of 788,370 TipRanks' Investors
Success Rate
78%
60 out of 77
profitable transactions
Average Return
54.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.31%
6-Month Return▲ 15.41%
12-Month Return▲ 27.79%
YTD Return▲ 5.38%
Total Return▲ 67.03%

Best Trade

Opened at
Closed at-
Gain▲ 714.63%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 1.45%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.64%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.91%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.54%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 6.62%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 0.80%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.63%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 2.68%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 1.45%
▼ 13.14%▲ 2.34%▲ 2.64%
▲ 2.93%▲ 2.10%▲ 2.91%
▲ 9.99%▼ 0.89%▼ 0.54%
▲ 26.03%▲ 5.96%▲ 6.62%
▲ 5.97%▼ 2.41%▼ 0.80%
▲ 5.25%▲ 2.69%▲ 2.63%
▼ 9.08%▲ 1.42%▲ 2.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ansys
0%
▼ 3.21%
1
Open
Dec 06, 2024
Chipotle
▼ 6.50%
2
Close
Aug 08, 2024
Kenvue, Inc.
▼ 12.06%
2
Close
Aug 01, 2024
Nvidia
1.7%
▲ 361.01%
2
Buy
Jun 12, 2024
Delta Air Lines
▲ 52.01%
3
Close
May 07, 2024
Saia
▲ 29.96%
2
Close
Feb 23, 2024
Advanced Micro Devices
0.15%
▼ 37.21%
1
Open
Feb 23, 2024
Alphabet Class A
0.57%
▲ 20.68%
2
Buy
Jan 25, 2024
Amgen
▼ 3.42%
3
Close
Nov 02, 2023
iShares Core S&P Small Cap ETF
▼ 7.18%
3
Close
Nov 02, 2023
Ross Stores
▲ 14.86%
3
Close
Nov 02, 2023
CH Robinson
▲ 7.88%
3
Close
Apr 30, 2023
Medtronic
▲ 11.03%
4
Close
Apr 30, 2023
Gilead Sciences
▲ 1.29%
3
Close
Feb 03, 2023
Harley-Davidson
▲ 8.19%
3
Close
Feb 03, 2023
Micron
▲ 3.70%
3
Close
Feb 03, 2023
Apple
19.71%
▲ 65.98%
2
Buy
Nov 23, 2022
Meta Platforms
13.95%
▲ 506.04%
2
Buy
Nov 23, 2022
Home Depot
2.38%
▲ 29.29%
2
Buy
Nov 23, 2022
Costco
4.17%
▲ 105.83%
2
Buy
Nov 23, 2022