Webull - New Portfolio

Damon

Webull
Individual Investor
Ranked #78,907 out of 766,001 TipRanks' Investors
Success Rate
63%
210 out of 332
profitable transactions
Average Return
23.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.10%
6-Month Return▲ 12.30%
12-Month Return▲ 20.80%
YTD Return▲ 9.14%
Total Return▲ 42.79%

Best Trade

Opened at
Closed at-
Gain▲ 615.56%

Bio

Webull Holdings

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.41%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.72%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.70%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.74%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.56%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 11.38%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 7.31%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 5.31%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.41%
▲ 11.46%▲ 5.06%▲ 8.72%
▼ 2.25%▲ 3.53%▼ 4.70%
▲ 25.72%▲ 1.21%▲ 6.74%
▼ 4.22%▲ 2.34%▼ 2.56%
▲ 7.82%▲ 2.10%▲ 11.38%
▲ 6.02%▼ 0.89%▼ 7.31%
▲ 5.59%▲ 5.20%▲ 5.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ChargePoint Holdings
▼ 63.82%
20
Close
Nov 08, 2024
Dollar Tree
3.69%
▼ 3.35%
1
Open
Nov 07, 2024
iShares 20+ Year Treasury Bond ETF
1.76%
▼ 3.37%
3
Buy
Nov 01, 2024
Nio
10.1%
▼ 30.23%
32
Buy
Oct 22, 2024
Schwab US Dividend Equity ETF
2.62%
▲ 0.97%
5
Buy
Oct 22, 2024
Bath & Body Works
5.74%
▼ 11.67%
10
Buy
Oct 22, 2024
XPO
1.03%
▲ 31.83%
7
Buy
Oct 21, 2024
Home Depot
▼ 0.95%
5
Close
Sep 18, 2024
Intel
6.67%
▲ 0.54%
12
Buy
Sep 16, 2024
Palantir Technologies
1.77%
▲ 509.46%
7
Sell
Sep 13, 2024
Medical Properties
2.07%
▲ 3.62%
16
Sell
Sep 13, 2024
On Holding AG
1.55%
▲ 77.31%
3
Sell
Sep 12, 2024
Petco Health and Wellness Company
0.13%
▲ 26.13%
5
Sell
Sep 12, 2024
Vanguard Total Stock Market ETF
0.16%
▲ 51.44%
14
Buy
Aug 27, 2024
CrowdStrike Holdings
5.17%
▲ 24.45%
7
Buy
Aug 27, 2024
iShares MSCI South Korea ETF
0.13%
▼ 10.55%
1
Open
Aug 27, 2024
iShares MSCI ACWI ex U.S. ETF
0.15%
▼ 1.01%
2
Buy
Aug 27, 2024
Scotts Miracle-Gro Company
0.47%
▲ 7.37%
6
Buy
Aug 14, 2024
Microsoft
6.1%
▲ 22.08%
20
Buy
Jul 31, 2024
Conocophillips
1.18%
▼ 0.43%
11
Buy
Jul 31, 2024