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AAA 730 **1550 - New Portfolio

Luke D

AAA 730 **1550
Individual Investor
Ranked #169,393 out of 793,549 TipRanks' Investors
Success Rate
51%
32 out of 63
profitable transactions
Average Return
29.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.57%
6-Month Return▼ 6.07%
12-Month Return▲ 2.57%
YTD Return▲ 0.69%
Total Return▲ 6.14%

Best Trade

Opened at
Closed at
Gain▲ 718.33%

Bio

Longterm things

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.25%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 2.26%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.94%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 0.44%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 5.77%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 1.34%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.98%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 2.57%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 3.25%
▲ 2.93%▲ 2.10%▼ 2.26%
▲ 10.00%▼ 0.89%▼ 1.94%
▲ 26.01%▲ 5.96%▲ 0.44%
▲ 5.34%▼ 2.41%▼ 5.77%
▲ 5.88%▲ 2.69%▲ 1.34%
▼ 12.86%▼ 1.27%▲ 1.98%
▲ 5.30%▼ 4.02%▼ 2.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
▲ 42.88%
12
Sell
Jan 02, 2025
PepsiCo
▲ 21.46%
4
Close
Jan 02, 2025
Automotive Finco Corp
▼ 97.43%
2
Close
Nov 19, 2024
Okta
▼ 65.66%
2
Sell
Nov 19, 2024
MetaPower International
▼ 99.99%
2
Close
Nov 19, 2024
Liquid Holdings
0.00%
2
Close
Nov 19, 2024
Rivian Automotive
1.56%
▼ 60.68%
4
Sell
Nov 18, 2024
Nvidia
13.81%
▲ 329.23%
6
Buy
Nov 18, 2024
Microsoft
19.36%
▲ 150.87%
6
Buy
Nov 18, 2024
Berkshire Hathaway B
17.23%
▲ 105.35%
4
Buy
Nov 18, 2024
ARM Holdings PLC ADR
1.86%
▼ 14.37%
2
Close
Nov 18, 2024
Duke Energy
9.53%
▲ 12.89%
4
Sell
Oct 14, 2024
Bristol-Myers Squibb
▲ 20.56%
4
Close
Oct 12, 2024
Becton Dickinson
▼ 6.23%
4
Close
Sep 05, 2024
QuantumScape
▼ 48.19%
4
Sell
Aug 08, 2024
Nio
▼ 64.36%
4
Sell
Aug 08, 2024
Pagaya Technologies Ltd
1.91%
▼ 2.36%
1
Buy
Mar 15, 2024
Ares Capital
▲ 0.89%
4
Close
Mar 09, 2024
Sandoz Group Ltd Sponsored ADR
▲ 39.15%
2
Close
Mar 09, 2024
Kura Oncology
1.18%
▼ 67.88%
1
Buy
Mar 07, 2024