New Portfolio Dec 2023 - New Portfolio

New Portfolio Dec 2023
Individual Investor
Ranked #406,338 out of 766,026 TipRanks' Investors
Success Rate
43%
17 out of 40
profitable transactions
Average Return
9.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.29%
6-Month Return▲ 20.34%
12-Month Return▲ 50.04%
YTD Return▲ 32.82%
Total Return▲ 57.92%

Best Trade

Opened at
Closed at-
Gain▲ 123.64%

Bio

Swing trade, with momentum

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.38%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.15%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.57%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.17%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.56%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.33%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 6.41%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 2.76%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.38%
▲ 11.46%▲ 5.06%▲ 4.15%
▼ 2.25%▲ 3.53%▲ 2.57%
▲ 25.72%▲ 1.21%▼ 1.17%
▼ 4.22%▲ 2.34%▲ 0.56%
▲ 7.82%▲ 2.10%▲ 2.33%
▲ 6.02%▼ 0.89%▲ 6.41%
▲ 5.59%▲ 5.20%▲ 2.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EVgo
4.63%
▲ 27.02%
3
Open
Jul 24, 2024
Upstart Holdings
▼ 6.12%
2
Close
Jul 24, 2024
Birchcliff Energy
▼ 22.10%
2
Close
Jul 24, 2024
Obsidian Energy
▼ 3.22%
2
Close
Jul 24, 2024
Tower
9.58%
▲ 6.62%
1
Open
Jul 24, 2024
Sony Group
▼ 10.00%
2
Close
Sep 10, 2023
Unity Software
▼ 8.76%
2
Close
Sep 10, 2023
Peyto Exploration & Dev
4.56%
▲ 32.02%
1
Open
Sep 10, 2023
Medtronic
▼ 3.84%
4
Close
May 25, 2023
Skechers USA
▼ 5.61%
2
Close
May 25, 2023
Super Micro Computer
10.24%
▲ 18.53%
1
Open
May 25, 2023
On Holding AG
▲ 16.32%
2
Close
May 24, 2023
Nuvei Corp
▼ 15.05%
2
Close
May 24, 2023
Ero Copper
▼ 10.36%
2
Close
May 24, 2023
Canada Goose Holdings
▼ 21.40%
2
Close
May 24, 2023
Advanced Micro Devices
7.41%
▲ 36.65%
1
Open
May 24, 2023
Nu Holdings
12.72%
▲ 123.64%
1
Open
May 24, 2023
Palo Alto Networks
9.81%
▲ 91.57%
1
Open
May 24, 2023
Brunswick Exploration
▼ 31.13%
2
Close
May 15, 2023
Ansys
▼ 10.17%
2
Close
May 15, 2023