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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #176,190 out of 769,291 TipRanks' Investors
Success Rate
63%
17 out of 27
profitable transactions
Average Return
30.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.60%
6-Month Return▲ 7.21%
12-Month Return▲ 24.85%
YTD Return▲ 8.26%
Total Return▲ 49.24%

Best Trade

Opened at
Closed at-
Gain▲ 523.12%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 6.57%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 0.15%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.98%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.23%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.96%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 2.38%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.25%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 4.36%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.57%
▲ 11.46%▲ 5.06%▼ 0.15%
▼ 2.25%▲ 3.53%▲ 3.98%
▲ 25.72%▲ 1.21%▲ 5.23%
▼ 4.22%▲ 2.34%▼ 0.96%
▲ 7.82%▲ 2.10%▼ 2.38%
▲ 5.70%▼ 0.89%▼ 2.25%
▲ 37.60%▲ 4.40%▲ 4.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
British American Tobacco
4.5%
▲ 15.29%
2
Buy
Jul 22, 2024
Apple
4.45%
▲ 2.27%
3
Open
Jul 21, 2024
Tesla
▲ 29.77%
2
Close
Jul 21, 2024
Asana
▼ 17.02%
2
Close
Jul 21, 2024
Rolls-Royce Holdings
▲ 190.16%
2
Close
Jul 21, 2024
ASML Holding
7.08%
▼ 9.50%
2
Buy
Jul 21, 2024
JPMorgan Chase & Co.
18.3%
▲ 48.24%
2
Buy
Jul 21, 2024
Adyen
▼ 17.88%
2
Close
Jul 21, 2024
Simon Property
13.42%
▲ 39.55%
2
Buy
Jul 21, 2024
Exxon Mobil
19.39%
▲ 10.60%
2
Buy
Jul 21, 2024
Twilio
▼ 21.48%
2
Close
Jul 21, 2024
DocuSign
▼ 11.74%
2
Close
Jul 21, 2024
Boeing
7.93%
▼ 26.08%
2
Buy
Jul 21, 2024
Okta
▲ 12.92%
2
Close
Jul 21, 2024
Shopify
▲ 44.18%
2
Close
Jul 21, 2024
Unity Software
▼ 45.55%
2
Close
Jul 21, 2024
Biogen
3.08%
▼ 30.28%
1
Open
Jul 21, 2024
Costco
8.72%
▲ 13.08%
1
Open
Jul 21, 2024
Olema Pharmaceuticals
1.55%
▼ 48.05%
1
Open
Jul 21, 2024
Snowflake
6.77%
▲ 30.65%
1
Open
Jul 21, 2024