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Brokerage - New Portfolio

PerformancePortfolio Details

B9264EE1

Brokerage
Individual Investor
Ranked #45,372 out of 781,066 TipRanks' Investors
Success Rate
71%
55 out of 77
profitable transactions
Average Return
31.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.60%
6-Month Return▲ 15.92%
12-Month Return▲ 31.96%
YTD Return▲ 4.89%
Total Return▲ 36.92%

Best Trade

AssetSoFi Techno... (SOFI)
Opened at
Closed at-
Gain▲ 209.10%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 2.29%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.15%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.63%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.62%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.11%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 8.05%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.37%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 4.89%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 2.29%
▲ 8.13%▲ 1.21%▲ 1.15%
▼ 13.14%▲ 2.34%▲ 2.63%
▲ 2.93%▲ 2.10%▲ 0.62%
▲ 10.00%▼ 0.89%▲ 3.11%
▲ 26.04%▲ 5.96%▲ 8.05%
▲ 5.93%▼ 2.41%▼ 3.37%
▲ 9.79%▲ 0.95%▲ 4.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DVN
Devon Energy
―
▲ 31.79%
6
Close
Aug 24, 2024
PLTK
Playtika Holding
―
▼ 20.24%
5
Close
Aug 24, 2024
ALB
Albemarle
―
▼ 46.83%
3
Close
Aug 24, 2024
MCD
McDonald's
―
▲ 9.44%
2
Close
Aug 24, 2024
XLK
Technology Select Sector SPDR Fund
―
▲ 20.80%
2
Close
Aug 24, 2024
ATKR
Atkore International Group
―
▼ 34.73%
2
Close
Aug 24, 2024
WMT
Walmart
2.27%
▲ 109.05%
2
Buy
Aug 23, 2024
SOFI
SoFi Technologies
9.67%
▲ 185.70%
4
Sell
Aug 23, 2024
GOOGL
Alphabet Class A
21.79%
▲ 109.59%
6
Buy
Aug 23, 2024
PRWAX
T. Rowe Price All-Cap Opportunities Fund
5.66%
▲ 35.53%
4
Buy
Aug 23, 2024
SOXX
iShares Semiconductor ETF
3.77%
▲ 66.79%
2
Buy
Aug 23, 2024
MO
Altria Group
2.31%
▲ 10.56%
5
Buy
Aug 23, 2024
AXP
American Express
7.16%
▲ 81.25%
4
Buy
Aug 23, 2024
DPZ
Domino's Pizza
5.07%
▲ 13.85%
2
Buy
Aug 23, 2024
FIS
Fidelity National Info
2.17%
▲ 13.97%
2
Buy
Aug 23, 2024
OMF
OneMain Holdings
8.44%
▲ 29.60%
3
Buy
Aug 23, 2024
SBUX
Starbucks
3.48%
▲ 9.99%
5
Sell
Aug 23, 2024
FDX
FedEx
3.29%
▲ 16.24%
2
Buy
Aug 23, 2024
CI
Cigna
2.61%
▼ 7.82%
2
Buy
Aug 23, 2024
QQQ
Invesco QQQ Trust
3.81%
▲ 30.79%
2
Buy
Aug 23, 2024