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*****5490 - New Portfolio

*****5490
Individual Investor
Ranked #24,468 out of 781,066 TipRanks' Investors
Success Rate
71%
56 out of 79
profitable transactions
Average Return
56.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.25%
6-Month Return▲ 6.62%
12-Month Return▲ 29.93%
YTD Return▲ 1.24%
Total Return▲ 80.58%

Best Trade

Opened at
Closed at
Gain▲ 769.72%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 5.61%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 0.13%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.12%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.67%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.38%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 8.30%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.03%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 1.24%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 5.61%
▲ 8.13%▲ 1.21%▼ 0.13%
▼ 13.14%▲ 2.34%▼ 1.12%
▲ 2.93%▲ 2.10%▲ 3.67%
▲ 10.00%▼ 0.89%▼ 0.38%
▲ 26.04%▲ 5.96%▲ 8.30%
▲ 5.93%▼ 2.41%▼ 2.03%
▲ 11.17%▲ 1.96%▲ 1.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Blackstone Group
3.64%
▲ 65.12%
6
Buy
Aug 14, 2024
Walt Disney
3.27%
▲ 15.89%
3
Buy
Aug 14, 2024
Dollar General
2.62%
▼ 49.09%
5
Buy
Aug 14, 2024
Micron
2%
▲ 5.32%
1
Buy
Aug 14, 2024
Broadcom
3.95%
▲ 50.57%
1
Buy
Aug 14, 2024
Eli Lilly & Co
2.2%
▼ 22.11%
1
Buy
Aug 14, 2024
Microsoft
6.6%
▲ 38.71%
6
Buy
Jul 14, 2024
Walmart
4.3%
▲ 68.54%
6
Buy
Jul 14, 2024
Nvidia
▲ 374.49%
7
Close
Jul 14, 2024
Merck & Company
3.13%
▼ 12.43%
6
Buy
Jul 14, 2024
iShares Core S&P 500 ETF
6.57%
▲ 33.75%
6
Buy
Jul 14, 2024
Truist Financial
9.59%
▲ 30.15%
6
Buy
Jul 14, 2024
United Parcel
2.51%
▼ 9.00%
2
Buy
Jul 14, 2024
Intel
0.82%
▼ 37.43%
2
Buy
Jul 14, 2024
Apple
3.53%
▲ 44.87%
7
Buy
May 24, 2024
TKO Group Holdings
3.23%
▲ 32.29%
1
Buy
May 24, 2024
Carnival
7.83%
▲ 92.19%
3
Buy
Apr 21, 2024
Tesla
11.3%
▲ 137.86%
3
Buy
Apr 21, 2024
CrowdStrike Holdings
2.97%
▲ 26.31%
1
Buy
Apr 21, 2024
Delta Air Lines
▼ 18.19%
3
Sell
Nov 02, 2023