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2023 - New Portfolio
YULE
2023Individual Investor
Ranked #272,610 out of 769,603 TipRanks' Investors
Success Rate
31 out of 53
profitable transactions
profitable transactions
Average Return
7.99%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 19.69%
6-Month Return▲ 29.04%
12-Month Return▲ 40.96%
YTD Return▲ 28.14%
Total Return▲ 71.07%
Best Trade
Bio
Defensively and Cautiously Aggressive
Performance
37.30%0-37.30%
▼ 12.40%
▼ 4.03%
▼ 7.19%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.60%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.45%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.95%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.72%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 1.63%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.12%
Oct 2024
▲ 37.30%
▲ 4.73%
▲ 19.84%
Nov 2024
▼ 12.40%▼ 4.03%▼ 7.19%
▲ 11.46%▲ 5.06%▲ 10.60%
▼ 2.25%▲ 3.53%▼ 1.45%
▲ 25.72%▲ 1.21%▲ 2.95%
▼ 4.22%▲ 2.34%▲ 5.72%
▲ 7.82%▲ 2.10%▼ 1.63%
▲ 5.70%▼ 0.89%▲ 1.12%
▲ 37.30%▲ 4.73%▲ 19.84%
Recent Activity
Palantir Technologies
―
▲ 41.03%
2
Close
Nov 21, 2024
Shell
―
▲ 7.15%
4
Close
Nov 18, 2024
Rio Tinto
―
▲ 12.01%
2
Close
Nov 18, 2024
Crescent Energy Company Class A
―
▲ 9.88%
2
Close
Nov 18, 2024
Cirrus Logic
―
▼ 25.26%
2
Close
Nov 18, 2024
Altimmune
―
▼ 39.67%
2
Close
Oct 27, 2024
SoFi Technologies
100%
▲ 39.41%
1
Open
Oct 27, 2024
Arbor Realty
―
▲ 43.48%
2
Close
Oct 12, 2024
Hawkins
―
▲ 34.69%
2
Close
Oct 12, 2024
Dada Nexus
―
▼ 0.57%
2
Close
Feb 13, 2024
Valens
―
0.00%
2
Close
Feb 08, 2024
Omega Therapeutics
―
▼ 15.40%
2
Close
Feb 06, 2024
Athira Pharma
―
▲ 1.28%
2
Close
Jan 06, 2024
Immunic
―
▼ 45.96%
3
Close
Jan 05, 2024
Amazon
―
▼ 5.31%
2
Close
Jan 05, 2024
Black Stone Minerals
―
▲ 10.42%
2
Close
Dec 28, 2023
Capital Southwest
―
▲ 47.31%
2
Close
Dec 28, 2023
Blue Owl Capital
―
▲ 24.66%
2
Close
Dec 28, 2023
Plains GP Holdings
―
▲ 18.89%
2
Close
Dec 28, 2023
iShares Core High Dividend ETF
―
▲ 5.65%
2
Close
Dec 28, 2023