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New Portfolio - New Portfolio

9865CE77

New Portfolio
Individual Investor
Ranked #7,723 out of 783,619 TipRanks' Investors
Success Rate
79%
71 out of 90
profitable transactions
Average Return
76.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.38%
6-Month Return▲ 260.30%
12-Month Return▲ 392.54%
YTD Return▲ 6.38%
Total Return▲ 588.68%

Best Trade

Opened at
Closed at-
Gain▲ 980.61%

Bio

Performance

56.13%0-56.13%
▲ 9.79%
▲ 3.53%
▲ 3.93%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.18%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 56.13%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 36.20%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 48.36%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.46%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 0.10%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 6.38%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.93%
▲ 8.13%▲ 1.21%▲ 4.18%
▼ 13.14%▲ 2.34%▲ 56.13%
▲ 2.93%▲ 2.10%▲ 36.20%
▲ 9.99%▼ 0.89%▲ 48.36%
▲ 26.04%▲ 5.96%▲ 7.46%
▲ 5.93%▼ 2.41%▼ 0.10%
▲ 3.19%▲ 2.68%▲ 6.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Express
▼ 99.94%
3
Close
Jan 02, 2025
Centamin
▲ 61.06%
2
Close
Nov 25, 2024
Network International Holdings
▲ 9.97%
2
Close
Sep 17, 2024
California BanCorp
▲ 37.03%
2
Close
Aug 01, 2024
Southern California Bancorp
0.01%
▲ 3.76%
1
Open
Aug 01, 2024
Senior Secured Credit Opportunities ETF
▲ 1.53%
2
Close
Jul 29, 2023
Prometheus Biosciences
▲ 3.31%
2
Close
Jun 15, 2023
Digital Ally
0%
▼ 93.19%
2
Buy
Apr 28, 2023
Bitcoin
0%
▲ 275.55%
5
Buy
Apr 21, 2023
Apple
0.77%
▲ 48.75%
7
Buy
Apr 20, 2023
Coca-Cola Bottling Co Consolidated
0.66%
▲ 160.98%
3
Buy
Apr 20, 2023
California Orchard Company
0.02%
▲ 8.07%
1
Open
Apr 20, 2023
California Business Bank
0%
0.00%
1
Open
Apr 20, 2023
Intel
0.01%
▼ 33.57%
1
Open
Apr 20, 2023
iShares U.S. Treasury Bond ETF
0.01%
▲ 2.29%
1
Open
Apr 20, 2023
Microstrategy
0.01%
▲ 980.61%
1
Open
Apr 19, 2023
Bank of America
0.02%
▲ 71.24%
4
Buy
Apr 18, 2023
Berkshire Hathaway A
71.39%
▲ 48.44%
4
Buy
Apr 18, 2023
General Mills
0.01%
▼ 24.71%
3
Buy
Apr 18, 2023
PNC Financial
0%
▲ 74.00%
1
Open
Apr 18, 2023