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SmtInvestor - New Portfolio

PerformancePortfolio Details

9D9653AF

SmtInvestor
Individual Investor
Ranked #146,987 out of 781,056 TipRanks' Investors
Success Rate
69%
40 out of 58
profitable transactions
Average Return
9.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.90%
6-Month Return▲ 7.81%
12-Month Return▲ 15.35%
YTD Return▲ 3.17%
Total Return▲ 30.69%

Best Trade

AssetFiserv (FI)
Opened at
Closed at-
Gain▲ 79.97%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 2.44%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.91%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.39%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.74%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.84%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.16%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.89%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 3.17%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 2.44%
▲ 8.13%▲ 1.21%▲ 3.91%
▼ 13.14%▲ 2.34%▲ 2.39%
▲ 2.93%▲ 2.10%▲ 0.74%
▲ 10.00%▼ 0.89%▼ 1.84%
▲ 26.04%▲ 5.96%▲ 5.16%
▲ 5.93%▼ 2.41%▼ 3.89%
▲ 11.17%▲ 1.96%▲ 3.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SMH
VanEck Semiconductor ETF
0%
▲ 5.02%
1
Open
Jul 31, 2024
EPD
Enterprise Products Partners
0%
▲ 16.08%
1
Open
Jul 22, 2024
VTV
Vanguard Value ETF
0%
▲ 10.16%
1
Open
Jul 05, 2024
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
0%
▲ 8.22%
1
Open
Jul 05, 2024
VGT
Vanguard Information Technology ETF
0%
▲ 6.13%
1
Open
Jul 03, 2024
VNQ
Vanguard Real Estate ETF
0%
▲ 10.01%
1
Open
Jul 01, 2024
NVDA
Nvidia
0%
▲ 4.44%
1
Open
Jun 14, 2024
AAPL
Apple
0%
▲ 12.64%
3
Open
Apr 11, 2024
JEPI
JPMorgan Equity Premium Income ETF
0%
▲ 23.27%
1
Open
Apr 03, 2023
MASI
Masimo
―
▼ 0.70%
4
Close
Feb 28, 2023
CALX
Calix
0%
▼ 25.88%
1
Open
Feb 28, 2023
MTZ
MasTec
1.9%
▲ 56.74%
1
Open
Feb 16, 2023
CAE
CAE
0.3%
▲ 3.74%
3
Open
Feb 13, 2023
EFX
Equifax
0.32%
▲ 10.85%
3
Open
Feb 13, 2023
HCA
HCA Healthcare
0.38%
▲ 11.42%
3
Open
Feb 13, 2023
AYI
Acuity Brands
―
▼ 0.05%
2
Close
Feb 11, 2023
CLVT
Clarivate
―
▼ 1.01%
2
Close
Feb 11, 2023
CRGY
Crescent Energy Company Class A
―
▲ 5.93%
2
Close
Feb 11, 2023
GD
General Dynamics
―
▲ 1.64%
2
Close
Feb 11, 2023
GE
GE Aerospace
―
▲ 0.88%
2
Close
Feb 11, 2023