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*****5490 - New Portfolio

*****5490
Individual Investor
Ranked #22,399 out of 769,291 TipRanks' Investors
Success Rate
73%
58 out of 79
profitable transactions
Average Return
53.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.81%
6-Month Return▲ 14.87%
12-Month Return▲ 43.10%
YTD Return▲ 32.76%
Total Return▲ 78.96%

Best Trade

Opened at
Closed at
Gain▲ 769.72%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 3.88%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.90%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.61%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 0.11%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.13%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.67%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.19%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 6.23%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.88%
▲ 11.46%▲ 5.06%▲ 5.90%
▼ 2.25%▲ 3.53%▲ 5.61%
▲ 25.72%▲ 1.21%▼ 0.11%
▼ 4.22%▲ 2.34%▼ 1.13%
▲ 7.82%▲ 2.10%▲ 3.67%
▲ 5.70%▼ 0.89%▼ 0.19%
▲ 37.60%▲ 4.40%▲ 6.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Blackstone Group
4.18%
▲ 78.02%
6
Buy
Aug 14, 2024
Walt Disney
3.66%
▲ 24.22%
3
Buy
Aug 14, 2024
Dollar General
2.98%
▼ 45.01%
5
Buy
Aug 14, 2024
Micron
2.02%
▲ 2.34%
1
Buy
Aug 14, 2024
Broadcom
2.84%
▲ 3.96%
1
Buy
Aug 14, 2024
Eli Lilly & Co
2.35%
▼ 19.51%
1
Buy
Aug 14, 2024
Microsoft
6.66%
▲ 33.48%
6
Buy
Jul 14, 2024
Walmart
4.39%
▲ 62.03%
6
Buy
Jul 14, 2024
Nvidia
▲ 374.49%
7
Close
Jul 14, 2024
Merck & Company
3.29%
▼ 10.69%
6
Buy
Jul 14, 2024
iShares Core S&P 500 ETF
6.8%
▲ 32.91%
6
Buy
Jul 14, 2024
Truist Financial
10.02%
▲ 27.86%
6
Buy
Jul 14, 2024
United Parcel
2.71%
▼ 7.85%
2
Buy
Jul 14, 2024
Intel
0.97%
▼ 28.84%
2
Buy
Jul 14, 2024
Apple
3.66%
▲ 43.95%
7
Buy
May 24, 2024
TKO Group Holdings
3.2%
▲ 27.35%
1
Buy
May 24, 2024
Carnival
7.83%
▲ 88.47%
3
Buy
Apr 21, 2024
Tesla
9.69%
▲ 98.05%
3
Buy
Apr 21, 2024
CrowdStrike Holdings
3.22%
▲ 26.50%
1
Buy
Apr 21, 2024
Delta Air Lines
▼ 18.19%
3
Sell
Nov 02, 2023