New Portfolio - New Portfolio

59779A76

New Portfolio
Individual Investor
Ranked #19,882 out of 794,370 TipRanks' Investors
Success Rate
75%
58 out of 77
profitable transactions
Average Return
42.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.63%
6-Month Return▲ 2.04%
12-Month Return▲ 13.70%
YTD Return▼ 2.31%
Total Return▲ 54.42%

Best Trade

Opened at
Closed at-
Gain▲ 569.17%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 2.91%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.50%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.64%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 1.13%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 2.90%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.14%
Mar 2025
▲ 1.35%
▲ 0.92%
▼ 0.11%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 2.91%
▲ 10.00%▼ 0.89%▼ 0.50%
▲ 26.01%▲ 5.96%▲ 6.64%
▲ 5.33%▼ 2.41%▼ 1.13%
▲ 5.87%▲ 2.69%▲ 2.90%
▼ 12.86%▼ 1.27%▲ 1.26%
▼ 1.80%▼ 5.57%▼ 6.14%
▲ 1.35%▲ 0.92%▼ 0.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ansys
0%
▼ 7.06%
1
Open
Dec 06, 2024
Chipotle
▼ 6.50%
2
Close
Aug 08, 2024
Kenvue, Inc.
▼ 12.06%
2
Close
Aug 01, 2024
Nvidia
1.54%
▲ 278.69%
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
0.16%
▼ 41.67%
1
Open
Feb 23, 2024
Alphabet Class A
0.54%
▲ 5.61%
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
19.79%
▲ 51.34%
2
Buy
Nov 23, 2022
Meta Platforms
13.13%
▲ 418.17%
2
Buy
Nov 23, 2022
Home Depot
2.53%
▲ 25.91%
2
Buy
Nov 23, 2022
Costco
4.28%
▲ 91.92%
2
Buy
Nov 23, 2022