Fund Portfolio - New Portfolio

Petr Royce

Fund Portfolio
Individual Investor
Ranked #112,372 out of 757,492 TipRanks' Investors
Success Rate
66%
82 out of 125
profitable transactions
Average Return
5.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.53%
6-Month Return▲ 5.33%
12-Month Return▲ 22.42%
YTD Return▲ 8.79%
Total Return▼ 10.12%

Best Trade

Opened at
Closed at
Gain▲ 154.27%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 11.14%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.97%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.47%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.02%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.28%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.04%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.04%
Aug 2024
▲ 5.59%
▲ 1.30%
▲ 3.08%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 11.14%
▲ 5.05%▲ 3.27%▲ 1.97%
▼ 12.40%▼ 4.03%▼ 4.47%
▲ 11.46%▲ 5.06%▲ 8.02%
▼ 2.25%▲ 3.53%▼ 2.28%
▲ 25.76%▲ 1.21%▲ 1.04%
▼ 4.21%▲ 2.34%▼ 0.04%
▲ 5.59%▲ 1.30%▲ 3.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
888 Holdings
6.29%
▼ 22.60%
6
Buy
Jul 26, 2024
GameStop
2.4%
▲ 37.37%
3
Open
May 16, 2024
PayPal Holdings
▲ 5.77%
5
Close
May 15, 2024
WH Smith
▲ 1.16%
2
Close
May 15, 2024
AFLAC
▲ 13.47%
2
Close
Apr 17, 2024
Palo Alto Networks
7.46%
▲ 10.18%
1
Open
Feb 26, 2024
Alibaba
9.68%
▲ 8.69%
3
Open
Feb 06, 2024
Udemy Inc
▲ 41.22%
2
Close
Feb 06, 2024
Oatly Group
▲ 58.39%
2
Close
Jan 04, 2024
Tilray
18.86%
▼ 22.27%
1
Open
Jan 04, 2024
Rivian Automotive
1.28%
▼ 44.75%
1
Open
Dec 16, 2023
Toast Inc
21.27%
▲ 50.88%
12
Buy
Dec 12, 2023
DraftKings
▲ 154.27%
2
Close
Dec 06, 2023
Lucid Group
▼ 0.57%
2
Close
Oct 16, 2023
Stellantis
1.65%
▼ 11.84%
1
Open
Sep 05, 2023
Walt Disney
2.06%
▲ 13.68%
1
Open
Aug 24, 2023
Crescent Energy Company Class A
1.51%
▼ 8.79%
1
Open
Aug 23, 2023
Realty Income
2.03%
▲ 14.89%
1
Open
Aug 21, 2023
3M
1.48%
▲ 68.72%
1
Open
Aug 21, 2023
Tesla
2.61%
▲ 12.45%
8
Open
Aug 14, 2023