tiprankstipranks

SPY - New Portfolio

Boli Moli

SPY
Individual Investor
Ranked #117,094 out of 783,334 TipRanks' Investors
Success Rate
77%
37 out of 48
profitable transactions
Average Return
7.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.02%
6-Month Return▲ 20.59%
12-Month Return▲ 120.55%
YTD Return▲ 4.02%
Total Return▲ 350.34%

Best Trade

Opened at
Closed at
Gain▲ 101.24%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.94%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 11.89%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 3.17%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.41%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 4.23%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.20%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 3.71%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 4.02%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.94%
▲ 8.13%▲ 1.21%▲ 11.89%
▼ 13.14%▲ 2.34%▼ 3.17%
▲ 2.93%▲ 2.10%▲ 1.41%
▲ 9.99%▼ 0.89%▲ 4.23%
▲ 26.04%▲ 5.96%▲ 9.20%
▲ 5.93%▼ 2.41%▲ 3.71%
▲ 3.19%▲ 2.68%▲ 4.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Poalim
0.37%
▼ 0.43%
1
Open
Jan 13, 2025
Amazon
0%
▲ 4.41%
1
Open
Dec 25, 2024
NTT DATA
49.3%
▼ 0.67%
1
Open
Dec 10, 2024
Apple
13.57%
▲ 8.98%
6
Buy
Dec 08, 2024
BGC Group
0.27%
▲ 17.14%
4
Buy
Dec 08, 2024
iShares UK Dividend UCITS ETF GBP
0.3%
▲ 4.47%
2
Buy
Dec 08, 2024
D-Wave Quantum
14.64%
▲ 18.71%
1
Open
Dec 08, 2024
Defiance Quantum ETF
2.13%
▲ 9.48%
1
Open
Dec 08, 2024
Australian Foundation Investment Co. Ltd.
0%
▲ 2.43%
1
Open
Oct 07, 2024
Virgin Galactic Holdings
0%
▼ 27.07%
1
Open
Aug 13, 2024
Polished.com
▼ 99.88%
5
Close
Jul 01, 2024
BlackRock
0%
▲ 33.19%
1
Open
Jun 24, 2024
Realty Income
14.1%
▲ 3.89%
5
Buy
Jun 23, 2024
Bitcoin
0%
▲ 64.92%
6
Open
Jun 18, 2024
Microsoft
0%
▲ 25.57%
5
Open
Jun 17, 2024
Great-West Lifetime 2030 Fund Service Class
0%
▲ 0.19%
3
Open
Jun 17, 2024
GEX Management
0%
0.00%
7
Buy
Jun 05, 2024
Vanguard Dividend Appreciation ETF
0.53%
▲ 10.30%
6
Sell
Jun 05, 2024
Dominion Energy
1.67%
▲ 8.14%
2
Buy
Jun 05, 2024
iShares 20+ Year Treasury Bond ETF
0.23%
▼ 0.18%
3
Buy
May 29, 2024