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Webull - New Portfolio

PerformancePortfolio Details

Damon

Webull
Individual Investor
Ranked #99,789 out of 781,066 TipRanks' Investors
Success Rate
59%
199 out of 336
profitable transactions
Average Return
26.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.23%
6-Month Return▲ 5.28%
12-Month Return▲ 22.56%
YTD Return▲ 2.81%
Total Return▲ 34.08%

Best Trade

AssetPalantir Te... (PLTR)
Opened at
Closed at-
Gain▲ 779.53%

Bio

Webull Holdings

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 4.78%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 6.74%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.56%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 11.31%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 6.67%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.63%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.42%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.81%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 4.78%
▲ 8.13%▲ 1.21%▲ 6.74%
▼ 13.14%▲ 2.34%▼ 2.56%
▲ 2.93%▲ 2.10%▲ 11.31%
▲ 10.00%▼ 0.89%▼ 6.67%
▲ 26.04%▲ 5.96%▲ 4.63%
▲ 5.93%▼ 2.41%▼ 2.42%
▲ 9.79%▲ 0.95%▲ 2.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
WMT
Walmart
2.79%
▼ 1.14%
1
Open
Jan 10, 2025
PLTR
Palantir Technologies
0.02%
▲ 649.11%
8
Sell
Dec 27, 2024
XPO
XPO
―
▲ 17.57%
8
Close
Dec 27, 2024
SMG
Scotts Miracle-Gro Company
―
▲ 0.83%
7
Close
Dec 27, 2024
COP
Conocophillips
3.13%
▼ 3.88%
12
Buy
Dec 19, 2024
WOOF
Petco Health and Wellness Company
―
▲ 25.84%
6
Close
Dec 16, 2024
VTI
Vanguard Total Stock Market ETF
―
▲ 54.03%
15
Close
Dec 11, 2024
EWY
iShares MSCI South Korea ETF
―
▼ 16.14%
2
Close
Dec 11, 2024
ACWX
iShares MSCI ACWI ex U.S. ETF
―
▼ 0.44%
3
Close
Dec 11, 2024
SMCI
Super Micro Computer
―
▲ 55.85%
3
Close
Nov 30, 2024
TLT
iShares 20+ Year Treasury Bond ETF
1.91%
▼ 6.89%
4
Buy
Nov 20, 2024
DLTR
Dollar Tree
―
▲ 1.04%
2
Close
Nov 15, 2024
CHPT
ChargePoint Holdings
―
▼ 63.82%
20
Close
Nov 08, 2024
NIO
Nio
8.74%
▼ 40.24%
32
Buy
Oct 22, 2024
SCHD
Schwab US Dividend Equity ETF
2.55%
▼ 1.21%
5
Buy
Oct 22, 2024
BBWI
Bath & Body Works
7.1%
▲ 8.91%
10
Buy
Oct 22, 2024
HD
Home Depot
―
▼ 0.72%
5
Close
Sep 18, 2024
INTC
Intel
5.52%
▼ 17.53%
12
Buy
Sep 16, 2024
MPW
Medical Properties
1.74%
▼ 11.98%
16
Sell
Sep 13, 2024
ONON
On Holding AG
1.76%
▲ 99.65%
3
Sell
Sep 12, 2024