*****5490 - New Portfolio

*****5490
Individual Investor
Ranked #26,037 out of 757,492 TipRanks' Investors
Success Rate
71%
56 out of 79
profitable transactions
Average Return
44.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.93%
6-Month Return▲ 10.11%
12-Month Return▲ 42.13%
YTD Return▲ 24.46%
Total Return▲ 67.78%

Best Trade

Opened at
Closed at
Gain▲ 769.72%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 5.77%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.51%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.88%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.90%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.61%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 0.12%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 1.10%
Aug 2024
▲ 5.59%
▲ 1.30%
▲ 3.02%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 5.77%
▲ 5.05%▲ 3.27%▲ 4.51%
▼ 12.40%▼ 4.03%▼ 3.88%
▲ 11.46%▲ 5.06%▲ 5.90%
▼ 2.25%▲ 3.53%▲ 5.61%
▲ 25.76%▲ 1.21%▼ 0.12%
▼ 4.21%▲ 2.34%▼ 1.10%
▲ 5.59%▲ 1.30%▲ 3.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Blackstone Group
3.69%
▲ 46.50%
6
Buy
Aug 14, 2024
Walt Disney
3.3%
▲ 1.19%
3
Buy
Aug 14, 2024
Dollar General
3.8%
▼ 35.66%
5
Buy
Aug 14, 2024
Micron
1.98%
▼ 11.11%
1
Buy
Aug 14, 2024
Broadcom
3.29%
▲ 6.17%
1
Buy
Aug 14, 2024
Eli Lilly & Co
3.22%
▼ 1.79%
1
Buy
Aug 14, 2024
Microsoft
7.72%
▲ 41.83%
6
Buy
Jul 14, 2024
Walmart
4.26%
▲ 43.06%
6
Buy
Jul 14, 2024
Nvidia
▲ 374.49%
7
Close
Jul 14, 2024
Merck & Company
4.31%
▲ 4.84%
6
Buy
Jul 14, 2024
iShares Core S&P 500 ETF
7.23%
▲ 27.94%
6
Buy
Jul 14, 2024
Truist Financial
9.83%
▲ 17.26%
6
Buy
Jul 14, 2024
United Parcel
2.87%
▼ 7.32%
2
Buy
Jul 14, 2024
Intel
0.96%
▼ 38.45%
2
Buy
Jul 14, 2024
Apple
4.04%
▲ 44.17%
7
Buy
May 24, 2024
TKO Group Holdings
3.19%
▲ 15.82%
1
Buy
May 24, 2024
Carnival
6.63%
▲ 39.48%
3
Buy
Apr 21, 2024
Tesla
7.28%
▲ 54.18%
3
Buy
Apr 21, 2024
CrowdStrike Holdings
2.88%
▼ 1.86%
1
Buy
Apr 21, 2024
Delta Air Lines
▼ 18.19%
3
Sell
Nov 02, 2023