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TD-A - New Portfolio

PerformancePortfolio Details

Ark Tam

TD-A
Individual Investor
Ranked #17,962 out of 781,066 TipRanks' Investors
Success Rate
80%
93 out of 116
profitable transactions
Average Return
28.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.08%
6-Month Return▲ 7.50%
12-Month Return▲ 20.41%
YTD Return▲ 2.99%
Total Return▲ 37.70%

Best Trade

AssetGE Aerospace (GE)
Opened at
Closed at-
Gain▲ 240.19%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.29%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.81%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.43%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.55%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.10%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.66%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.88%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.99%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.29%
▲ 8.13%▲ 1.21%▲ 3.81%
▼ 13.14%▲ 2.34%▲ 1.43%
▲ 2.93%▲ 2.10%▲ 3.55%
▲ 10.00%▼ 0.89%▼ 1.10%
▲ 26.04%▲ 5.96%▲ 3.66%
▲ 5.93%▼ 2.41%▼ 3.88%
▲ 9.79%▲ 0.95%▲ 2.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AZN
AstraZeneca
0%
▲ 5.38%
1
Open
Nov 20, 2024
REMX
VanEck Rare Earth/Strategic Metals ETF
―
▼ 50.63%
2
Close
Sep 30, 2024
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
―
▲ 0.73%
2
Close
Sep 22, 2024
SGOV
iShares 0-3 Month Treasury Bond ETF
―
▲ 0.74%
2
Close
Sep 22, 2024
WFCPX
Wells Fargo Managed Account CoreBuilder Shares - Series CP
―
▲ 2.11%
2
Close
Sep 22, 2024
ALTFX
AB Sustainable Global Thematic Fund - A
0%
▲ 6.19%
4
Open
Aug 04, 2024
ADNT
Adient
―
▼ 31.27%
2
Close
Aug 04, 2024
AMD
Advanced Micro Devices
―
▲ 76.54%
2
Close
Aug 04, 2024
GPMT
Granite Point Mortgage
―
▼ 45.39%
2
Close
Aug 04, 2024
GTEC
Greenland Technologies Holding
―
▼ 38.70%
2
Close
Aug 04, 2024
TWO
Two Harbors
―
▼ 0.22%
2
Close
Aug 04, 2024
VIOT
Viomi Technology Co
―
▼ 1.92%
2
Close
Aug 04, 2024
EQNR
Equinor ASA
0%
▲ 2.57%
1
Open
Aug 04, 2024
FNDB
Schwab Fundamental US Broad Market Index ETF
0%
▲ 12.74%
1
Open
Aug 04, 2024
FNDX
Schwab Fundamental US Large Co. Index ETF
0%
▲ 12.87%
1
Open
Aug 04, 2024
GEV
GE Vernova Inc.
0%
▲ 147.60%
1
Open
Aug 04, 2024
IAU
iShares Gold Trust
0%
▲ 12.12%
1
Open
Aug 04, 2024
IUS
Invesco RAFI Strategic US ETF
0%
▲ 11.38%
1
Open
Aug 04, 2024
NLCP
NewLake Capital Partners
0%
▼ 14.24%
1
Open
Aug 04, 2024
VTV
Vanguard Value ETF
0%
▲ 10.42%
1
Open
Aug 04, 2024