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Brokerage - New Portfolio
B9264EE1
BrokerageIndividual Investor
Ranked #41,622 out of 788,174 TipRanks' Investors
Success Rate
57 out of 77
profitable transactions
profitable transactions
Average Return
31.84%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.45%
6-Month Return▲ 18.52%
12-Month Return▲ 28.72%
YTD Return▲ 7.11%
Total Return▲ 39.60%
Best Trade
Bio
Performance
26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 1.15%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.63%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.62%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 3.11%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 8.01%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 3.48%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 7.16%
Jan 2025
▼ 8.93%
▲ 1.85%
▼ 0.05%
Feb 2025
▲ 8.13%▲ 1.21%▲ 1.15%
▼ 13.14%▲ 2.34%▲ 2.63%
▲ 2.93%▲ 2.10%▲ 0.62%
▲ 9.99%▼ 0.89%▲ 3.11%
▲ 26.04%▲ 5.96%▲ 8.01%
▲ 5.81%▼ 2.41%▼ 3.48%
▲ 4.98%▲ 2.69%▲ 7.16%
▼ 8.93%▲ 1.85%▼ 0.05%
Recent Activity
Devon Energy
―
▲ 31.79%
6
Close
Aug 24, 2024
Playtika Holding
―
▼ 20.24%
5
Close
Aug 24, 2024
Albemarle
―
▼ 46.83%
3
Close
Aug 24, 2024
McDonald's
―
▲ 9.44%
2
Close
Aug 24, 2024
Technology Select Sector SPDR Fund
―
▲ 20.80%
2
Close
Aug 24, 2024
Atkore International Group
―
▼ 34.73%
2
Close
Aug 24, 2024
Walmart
2.38%
▲ 121.03%
2
Buy
Aug 23, 2024
SoFi Technologies
9.02%
▲ 169.42%
4
Sell
Aug 23, 2024
Alphabet Class A
20.46%
▲ 97.36%
6
Buy
Aug 23, 2024
T. Rowe Price All-Cap Opportunities Fund
5.9%
▲ 38.30%
4
Buy
Aug 23, 2024
iShares Semiconductor ETF
3.79%
▲ 67.75%
2
Buy
Aug 23, 2024
Altria Group
2.48%
▲ 15.83%
5
Buy
Aug 23, 2024
American Express
7.01%
▲ 76.20%
4
Buy
Aug 23, 2024
Domino's Pizza
5.56%
▲ 25.68%
2
Buy
Aug 23, 2024
Fidelity National Info
1.97%
▲ 1.05%
2
Buy
Aug 23, 2024
OneMain Holdings
8.66%
▲ 32.56%
3
Buy
Aug 23, 2024
Starbucks
4.25%
▲ 31.05%
5
Sell
Aug 23, 2024
FedEx
3.05%
▲ 13.44%
2
Buy
Aug 23, 2024
Cigna
2.8%
▼ 2.72%
2
Buy
Aug 23, 2024
Invesco QQQ Trust
3.95%
▲ 34.67%
2
Buy
Aug 23, 2024