New Portfolio - New Portfolio

sandijones143@gmail.com

New Portfolio
Individual Investor
Ranked #31,301 out of 757,311 TipRanks' Investors
Success Rate
72%
49 out of 68
profitable transactions
Average Return
38.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.45%
6-Month Return▲ 1.28%
12-Month Return▲ 30.97%
YTD Return▲ 16.54%
Total Return▲ 34.40%

Best Trade

Opened at
Closed at-
Gain▲ 420.69%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 18.59%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 2.03%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 20.10%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.27%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 6.28%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 9.46%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 1.91%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 18.59%
▲ 5.05%▲ 3.27%▼ 2.03%
▼ 12.40%▼ 4.03%▼ 6.16%
▲ 11.46%▲ 5.06%▲ 20.10%
▼ 2.25%▲ 3.53%▼ 2.27%
▲ 25.76%▲ 1.21%▲ 6.28%
▼ 4.21%▲ 2.34%▼ 9.46%
▲ 2.65%▼ 0.40%▼ 1.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
19.61%
▲ 283.37%
6
Buy
Mar 30, 2024
Moderna
15.23%
▼ 50.02%
4
Buy
Mar 29, 2024
Aprea Therapeutics
0.11%
▼ 60.29%
2
Buy
Mar 29, 2024
AMC Entertainment
0.44%
▲ 20.48%
2
Buy
Mar 29, 2024
Ethereum
2.24%
▼ 1.80%
2
Buy
Mar 21, 2024
Invesco QQQ Trust
3.61%
▲ 23.29%
4
Buy
Mar 20, 2024
Workhorse Group
0%
▲ 211.49%
1
Open
Mar 20, 2024
Apple
7.3%
▲ 34.44%
3
Buy
Jan 29, 2024
Microsoft
40.92%
▲ 39.75%
4
Buy
Jan 29, 2024
Magellan Midstream
▲ 40.95%
2
Close
Sep 25, 2023
Oneok
0.58%
▲ 48.80%
1
Open
Sep 25, 2023
Advanced Micro Devices
0.38%
▲ 67.95%
5
Sell
Jun 06, 2023
Analog Devices
0.13%
▲ 23.56%
2
Buy
Jun 06, 2023
SPDR S&P 500 ETF Trust
2.13%
▲ 37.08%
3
Buy
Jun 05, 2023
Fuelcell Energy
0.01%
▼ 83.40%
3
Buy
Jun 05, 2023
Aurora Cannabis
0.01%
▼ 11.13%
2
Buy
Jun 05, 2023
Trade Desk
0.62%
▲ 88.92%
5
Sell
Jun 05, 2023
Amazon
0.71%
▲ 73.46%
3
Buy
Jun 05, 2023
Tesla
0.13%
▲ 10.07%
4
Buy
Jun 05, 2023
Walt Disney
0.1%
▼ 4.81%
2
Buy
Jun 05, 2023