Reference - New Portfolio

hixbex7@gmail.com

Reference
Individual Investor
Ranked #46,051 out of 757,492 TipRanks' Investors
Success Rate
68%
230 out of 339
profitable transactions
Average Return
23.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.14%
6-Month Return▲ 3.33%
12-Month Return▲ 36.53%
YTD Return▲ 15.18%
Total Return▲ 46.79%

Best Trade

Opened at
Closed at-
Gain▲ 614.80%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 10.84%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.63%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.18%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.28%
May 2024
▼ 2.25%
▲ 3.53%
▼ 7.36%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 14.15%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 2.48%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 1.84%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 10.84%
▲ 5.05%▲ 3.27%▼ 0.63%
▼ 12.40%▼ 4.03%▼ 7.18%
▲ 11.46%▲ 5.06%▲ 8.28%
▼ 2.25%▲ 3.53%▼ 7.36%
▲ 25.76%▲ 1.21%▲ 14.15%
▼ 4.21%▲ 2.34%▼ 2.48%
▲ 2.65%▼ 0.40%▲ 1.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cerevel Therapeutics Holdings
▲ 69.83%
4
Close
Jul 31, 2024
Textainer Group Holdings
▲ 2.95%
2
Close
Mar 14, 2024
Navitas Semiconductor
0%
▼ 66.62%
1
Open
Jan 08, 2024
Lattice Semiconductor
0%
▼ 18.16%
1
Open
Jan 08, 2024
Alphabet Class A
1.33%
▲ 44.30%
6
Buy
Dec 19, 2023
Permian Resources
0.13%
▲ 42.81%
8
Buy
Dec 19, 2023
Deluxe
0.18%
▲ 2.70%
1
Open
Dec 19, 2023
Deluxe
0.09%
▲ 5.62%
1
Open
Dec 19, 2023
DD's Deluxe Rod Holder
0%
0.00%
1
Open
Dec 19, 2023
Sphere 3D
0.01%
▼ 54.26%
1
Open
Dec 19, 2023
Nvidia
6.44%
▲ 267.58%
6
Buy
Dec 07, 2023
AstraZeneca
0.29%
▲ 28.57%
1
Open
Dec 07, 2023
L'Oreal
0.12%
▼ 9.91%
1
Open
Dec 07, 2023
Toyota Motor
0.33%
▼ 3.56%
1
Open
Dec 07, 2023
Industrial and Commercial Bank of China
0.01%
▲ 20.39%
1
Open
Dec 07, 2023
Industrial & Commercial Bank of China
0.15%
▲ 27.76%
1
Open
Dec 07, 2023
Hermes International SCA Unsponsored ADR
0.41%
▲ 6.09%
1
Open
Dec 07, 2023
Novartis
0.21%
▲ 23.86%
1
Open
Dec 07, 2023
Shell
0.25%
▲ 12.63%
1
Open
Dec 07, 2023
Accenture
0.31%
▲ 1.24%
1
Open
Dec 07, 2023