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Winners - New Portfolio

PerformancePortfolio Details

Paul Bellan

Winners
Individual Investor
Ranked #94,019 out of 783,079 TipRanks' Investors
Success Rate
70%
100 out of 143
profitable transactions
Average Return
7.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.28%
6-Month Return▲ 5.07%
12-Month Return-
YTD Return▼ 0.64%
Total Return▲ 18.15%

Best Trade

AssetPalantir Te... (PLTR)
Opened at
Closed at-
Gain▲ 179.84%

Bio

growth, income and momentum.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 10.46%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.73%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 8.52%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.92%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 3.38%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.45%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 0.03%
Dec 2024
▲ 2.56%
▲ 2.27%
▼ 0.64%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 10.46%
▲ 8.13%▲ 1.21%▲ 1.73%
▼ 13.14%▲ 2.34%▼ 8.52%
▲ 2.93%▲ 2.10%▲ 3.92%
▲ 9.99%▼ 0.89%▲ 3.38%
▲ 26.04%▲ 5.96%▲ 6.45%
▲ 5.93%▼ 2.41%▲ 0.03%
▲ 2.56%▲ 2.27%▼ 0.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
QQQI
NEOS Nasdaq 100 High Income ETF
0%
▲ 9.55%
3
Sell
Dec 26, 2024
SPYI
NEOS S&P 500 High Income ETF
―
▲ 7.36%
3
Close
Dec 26, 2024
MAGS
Roundhill Magnificent Seven ETF
―
▲ 23.72%
3
Close
Dec 26, 2024
AIPI
REX AI Equity Premium Income ETF
0%
▼ 0.73%
1
Open
Dec 26, 2024
FEPI
REX FANG & Innovation Equity Premium Income ETF
0%
▼ 2.56%
1
Open
Dec 26, 2024
KNGS
Roundhill S&P Dividend Monarchs ETF
―
▲ 1.10%
3
Close
Nov 27, 2024
BTC-USD
Bitcoin
5.93%
▲ 62.47%
2
Buy
Sep 14, 2024
AAPL
Apple
1.4%
▲ 12.46%
4
Buy
Sep 13, 2024
AMZN
Amazon
1.38%
▲ 20.59%
4
Buy
Sep 13, 2024
GOOG
Alphabet Class C
1.15%
▲ 19.16%
2
Buy
Sep 13, 2024
MSFT
Microsoft
2.58%
▲ 4.24%
4
Buy
Sep 13, 2024
NVDA
Nvidia
7.22%
▲ 22.33%
2
Buy
Sep 13, 2024
QQQ
Invesco QQQ Trust
3.04%
▲ 12.93%
2
Buy
Sep 13, 2024
SPY
SPDR S&P 500 ETF Trust
3.51%
▲ 11.74%
2
Buy
Sep 13, 2024
TSLA
Tesla
2.27%
▲ 100.83%
2
Buy
Sep 13, 2024
GOOGL
Alphabet Class A
1.14%
▲ 13.40%
4
Buy
Sep 13, 2024
META
Meta Platforms
3.95%
▲ 23.50%
4
Buy
Sep 13, 2024
SMCI
Super Micro Computer
1.62%
▼ 53.48%
2
Buy
Sep 13, 2024
AMSC
American Superconductor
0.15%
▲ 3.06%
2
Buy
Sep 13, 2024
SMH
VanEck Semiconductor ETF
1.4%
▼ 4.93%
2
Buy
Sep 13, 2024