Prtflio - New Portfolio

ash.de@outlook.com

Prtflio
Individual Investor
Ranked #230,611 out of 766,001 TipRanks' Investors
Success Rate
54%
203 out of 373
profitable transactions
Average Return
12.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.57%
6-Month Return▲ 6.51%
12-Month Return▲ 34.91%
YTD Return▲ 11.60%
Total Return▲ 42.11%

Best Trade

Opened at
Closed at-
Gain▲ 447.39%

Bio

Jan 2023

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.81%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.82%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.82%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.79%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.97%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.66%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.83%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 3.14%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.81%
▲ 11.46%▲ 5.06%▲ 5.82%
▼ 2.25%▲ 3.53%▼ 1.82%
▲ 25.72%▲ 1.21%▲ 6.79%
▼ 4.22%▲ 2.34%▼ 1.97%
▲ 7.82%▲ 2.10%▲ 0.66%
▲ 6.02%▼ 0.89%▼ 1.83%
▲ 5.59%▲ 5.20%▲ 3.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Morphic Holding
▲ 56.35%
2
Close
Aug 15, 2024
Model N
▼ 15.35%
2
Close
Jun 26, 2024
Atreca
▼ 91.35%
2
Close
Jun 14, 2024
Enerplus
▲ 36.77%
2
Close
Jun 03, 2024
CymaBay Therapeutics
▲ 286.21%
2
Close
Mar 25, 2024
Rain Oncology
▼ 86.93%
2
Close
Jan 25, 2024
Allkem Limited
▼ 9.23%
2
Close
Dec 22, 2023
Arcadium Lithium Plc Chess Depositary Interests Repr 1 Sh
0%
▼ 20.30%
1
Open
Dec 22, 2023
Pacwest Bancorp
▼ 31.55%
3
Close
Nov 30, 2023
Banc of California
12.85%
▲ 45.26%
1
Open
Nov 30, 2023
Talon Energy
▼ 15.05%
4
Close
Nov 21, 2023
Prometheus Biosciences
▲ 77.30%
2
Close
Jun 15, 2023
Whitehaven Coal Limited
0.09%
▲ 10.38%
2
Buy
Apr 12, 2023
Mercedes-Benz Group
0.07%
▼ 24.45%
2
Buy
Apr 11, 2023
NatWest Group
0.14%
▲ 47.68%
2
Buy
Apr 11, 2023
AbCellera Biologics
3.36%
▼ 63.40%
3
Buy
Apr 11, 2023
Charles River Labs
▲ 1.89%
2
Close
Apr 11, 2023
NatWest Group
0.28%
▲ 59.12%
2
Buy
Apr 11, 2023
HASI
0.09%
▲ 12.19%
2
Buy
Apr 11, 2023
First Republic Bank
0.01%
▼ 99.93%
2
Buy
Apr 11, 2023