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AAA 730 **1550 - New Portfolio

Luke D

AAA 730 **1550
Individual Investor
Ranked #138,013 out of 796,734 TipRanks' Investors
Success Rate
51%
32 out of 63
profitable transactions
Average Return
27.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.66%
6-Month Return▼ 11.50%
12-Month Return▲ 3.05%
YTD Return▼ 4.79%
Total Return▲ 1.00%

Best Trade

Opened at
Closed at
Gain▲ 718.33%

Bio

Longterm things

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▼ 2.26%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.96%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 0.44%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 5.62%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 0.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.98%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.06%
Mar 2025
▼ 6.77%
▼ 8.14%
▼ 2.43%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▼ 2.26%
▲ 10.00%▼ 0.89%▼ 1.96%
▲ 25.98%▲ 5.96%▲ 0.44%
▲ 5.36%▼ 2.41%▼ 5.62%
▲ 6.01%▲ 2.69%▲ 0.79%
▼ 12.86%▼ 1.27%▲ 1.98%
▼ 1.80%▼ 5.57%▼ 5.06%
▼ 6.77%▼ 8.14%▼ 2.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
▲ 306.00%
7
Close
Apr 08, 2025
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
1.47%
▼ 61.49%
4
Sell
Nov 18, 2024
Microsoft
19.58%
▲ 146.63%
6
Buy
Nov 18, 2024
Berkshire Hathaway B
18.07%
▲ 103.40%
4
Buy
Nov 18, 2024
ARM Holdings PLC ADR
1.79%
▼ 19.36%
2
Close
Nov 18, 2024
Duke Energy
10.68%
▲ 15.78%
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
1.67%
▼ 22.25%
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
1.12%
▼ 71.61%
1
Buy
Mar 07, 2024