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New Portfolio - New Portfolio

PerformancePortfolio Details

Frank Green

New Portfolio
Individual Investor
Ranked #63,378 out of 757,673 TipRanks' Investors
Success Rate
79%
49 out of 62
profitable transactions
Average Return
5.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.35%
6-Month Return▲ 4.59%
12-Month Return▲ 10.74%
YTD Return▲ 10.51%
Total Return▲ 7.95%

Best Trade

AssetXPeng, Inc.... (XPEV)
Opened at
Closed at
Gain▲ 44.69%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 8.68%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.80%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.94%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.75%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 10.19%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 2.96%
Aug 2024
▲ 5.59%
▲ 1.30%
▲ 0.10%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 8.68%
▲ 5.05%▲ 3.27%▲ 6.27%
▼ 12.40%▼ 4.03%▼ 3.80%
▲ 11.46%▲ 5.06%▲ 2.94%
▼ 2.25%▲ 3.53%▼ 1.75%
▲ 25.76%▲ 1.21%▲ 10.19%
▼ 4.21%▲ 2.34%▼ 2.96%
▲ 5.59%▲ 1.30%▲ 0.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PM
Philip Morris
55.12%
▲ 26.16%
2
Sell
Aug 22, 2024
IHI
iShares U.S. Medical Devices ETF
―
▲ 8.69%
2
Close
Aug 21, 2024
ADM
Archer Daniels Midland
7%
▲ 14.22%
6
Buy
Aug 06, 2024
FMC
FMC
―
▲ 12.50%
14
Close
Aug 02, 2024
PFE
Pfizer
―
▲ 14.60%
4
Close
Aug 02, 2024
WY
Weyerhaeuser
7.58%
▲ 16.02%
15
Buy
Jul 02, 2024
NEE
NextEra Energy
―
▲ 17.57%
4
Close
May 07, 2024
PCRFY
Panasonic
―
▼ 0.07%
2
Close
Apr 01, 2024
BYDDY
BYD Company
―
▲ 3.97%
3
Close
Feb 23, 2024
PLUG
Plug Power
―
▼ 81.92%
2
Close
Jan 20, 2024
BBD
Banco Bradesco SA
7.37%
▲ 5.84%
2
Sell
Dec 28, 2023
D
Dominion Energy
―
▲ 1.25%
2
Close
Dec 28, 2023
SSL
Sasol
2.74%
▼ 22.72%
7
Buy
Dec 09, 2023
CLX
Clorox
―
▲ 8.81%
2
Close
Nov 08, 2023
~LAC
Lithium Americas
―
▼ 26.38%
2
Close
Oct 03, 2023
NNOX
Nano-X Imaging
2.78%
▼ 26.41%
3
Buy
Sep 22, 2023
FTEC
Fidelity MSCI Information Technology Index ETF
―
▲ 28.67%
2
Close
Jun 15, 2023
XPEV
XPeng, Inc. ADR
―
▲ 21.88%
9
Close
Jun 15, 2023
SNOW
Snowflake
―
▼ 5.28%
2
Close
May 02, 2023
QS
QuantumScape
2.66%
▼ 27.40%
1
Open
Jan 28, 2023