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米国株式 - New Portfolio

憲一 山崎

米国株式
Individual Investor
Ranked #60,159 out of 788,370 TipRanks' Investors
Success Rate
65%
31 out of 48
profitable transactions
Average Return
57.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.68%
6-Month Return▲ 14.28%
12-Month Return▲ 17.23%
YTD Return▲ 3.17%
Total Return▲ 48.28%

Best Trade

Opened at
Closed at-
Gain▲ 760.85%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 3.81%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.76%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 9.07%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.45%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 2.81%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 1.23%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 1.98%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 1.16%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.81%
▼ 13.14%▲ 2.34%▲ 0.76%
▲ 2.93%▲ 2.10%▲ 9.07%
▲ 9.99%▼ 0.89%▼ 0.45%
▲ 26.03%▲ 5.96%▲ 2.81%
▲ 5.97%▼ 2.41%▼ 1.23%
▲ 5.25%▲ 2.69%▲ 1.98%
▼ 9.08%▲ 1.42%▲ 1.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard FTSE Emerging Markets ETF
▲ 10.66%
3
Close
Nov 26, 2024
PayPal Holdings
15.05%
▲ 5.17%
6
Sell
Aug 24, 2024
Tesla
6.78%
▲ 182.04%
5
Sell
Jul 02, 2024
Advanced Micro Devices
0.01%
▲ 64.84%
5
Sell
May 17, 2024
Nvidia
0.01%
▲ 760.85%
5
Sell
May 17, 2024
Meta Platforms
▼ 5.57%
2
Close
May 17, 2024
Vertiv Holdings
1.93%
▼ 0.76%
1
Open
May 17, 2024
Doximity
▼ 8.84%
4
Close
Feb 28, 2024
Phillips 66
▲ 59.57%
4
Close
Feb 28, 2024
Cigna
6.02%
▲ 19.96%
2
Sell
Feb 23, 2024
Amazon
▲ 9.23%
2
Close
Feb 16, 2024
Bank of America
▼ 0.36%
3
Close
Feb 13, 2024
Boyd Gaming
▼ 9.18%
2
Close
Nov 07, 2023
Global X Cybersecurity ETF
▲ 44.47%
1
Close
Jun 22, 2023
Viracta Therapeutics
0.06%
▼ 97.63%
1
Open
Jun 20, 2023
Asure
1.81%
▼ 6.87%
1
Open
Jun 10, 2023
Halliburton
1.58%
▼ 16.83%
1
Open
Jun 09, 2023
Zentalis Pharmaceuticals
0.23%
▼ 90.10%
1
Open
Jun 09, 2023
Vanguard Dividend Appreciation ETF
0.01%
▲ 36.02%
4
Sell
May 18, 2023
Technology Select Sector SPDR Fund
0.01%
▲ 89.04%
3
Sell
May 18, 2023