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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #101,701 out of 769,603 TipRanks' Investors
Success Rate
70%
26 out of 37
profitable transactions
Average Return
32.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.70%
6-Month Return▲ 5.35%
12-Month Return▲ 24.23%
YTD Return▲ 22.23%
Total Return▲ 56.37%

Best Trade

Opened at
Closed at-
Gain▲ 125.64%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 1.09%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.13%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.62%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 2.22%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.16%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 1.21%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.82%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 5.12%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.09%
▲ 11.46%▲ 5.06%▲ 7.13%
▼ 2.25%▲ 3.53%▲ 6.62%
▲ 25.72%▲ 1.21%▼ 2.22%
▼ 4.22%▲ 2.34%▼ 1.16%
▲ 7.82%▲ 2.10%▼ 1.21%
▲ 5.70%▼ 0.89%▼ 2.82%
▲ 37.60%▲ 4.40%▲ 5.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Occidental Petroleum
2.29%
▼ 13.24%
4
Buy
Oct 22, 2024
Nvidia
16.66%
▲ 42.76%
5
Buy
Oct 22, 2024
Palantir Technologies
1.89%
▲ 48.86%
2
Buy
Oct 22, 2024
Broadcom
4.82%
▼ 8.45%
1
Open
Oct 22, 2024
ASML Holding
17.08%
▼ 13.17%
5
Buy
Apr 17, 2024
Peabody Energy Comm
▲ 17.44%
4
Close
Feb 16, 2024
Apple
10.12%
▲ 28.72%
4
Buy
Aug 15, 2023
Berkshire Hathaway B
20.98%
▲ 48.95%
3
Buy
Jun 01, 2023
Amazon
11.57%
▲ 90.30%
4
Buy
Jun 01, 2023
Alphabet Class C
7.33%
▲ 51.51%
3
Buy
Jun 01, 2023
Alphabet Class A
7.25%
▲ 64.95%
3
Buy
May 31, 2023