Test YV1 SI EW - New Portfolio

Test YV1 SI EW
Individual Investor
Ranked #205,295 out of 757,311 TipRanks' Investors
Success Rate
54%
59 out of 109
profitable transactions
Average Return
10.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.16%
6-Month Return▲ 5.30%
12-Month Return▲ 30.23%
YTD Return▲ 20.36%
Total Return▲ 34.28%

Best Trade

Opened at
Closed at-
Gain▲ 157.43%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 8.39%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.14%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.17%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.31%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.16%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.77%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.03%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 0.02%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 8.39%
▲ 5.05%▲ 3.27%▲ 4.14%
▼ 12.40%▼ 4.03%▼ 4.17%
▲ 11.46%▲ 5.06%▲ 3.31%
▼ 2.25%▲ 3.53%▲ 2.16%
▲ 25.76%▲ 1.21%▲ 2.77%
▼ 4.21%▲ 2.34%▲ 0.03%
▲ 2.65%▼ 0.40%▼ 0.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
2.15%
0.00%
1
Open
Sep 18, 2024
Dover
▲ 0.24%
2
Close
Sep 11, 2024
Amazon
2.26%
▲ 1.04%
1
Open
Sep 11, 2024
Applied Industrial Technologies
▲ 21.74%
2
Close
Sep 04, 2024
Merck & Company
▼ 9.03%
2
Close
Sep 04, 2024
Salesforce
2.26%
▲ 2.08%
1
Open
Sep 04, 2024
American International Group
▲ 0.16%
2
Close
Aug 28, 2024
Target
2.1%
▼ 2.08%
1
Open
Aug 28, 2024
Emerson Electric Company
▼ 8.84%
2
Close
Aug 21, 2024
Martin Marietta Materials
▼ 4.37%
2
Close
Aug 21, 2024
Lam Research
2.02%
▼ 13.19%
1
Open
Aug 21, 2024
Verizon
2.29%
▲ 9.59%
1
Open
Aug 15, 2024
Airbnb
▼ 26.01%
2
Close
Aug 07, 2024
Berkshire Hathaway B
2.35%
▲ 6.93%
1
Open
Aug 07, 2024
Visa
▼ 5.12%
2
Close
Aug 02, 2024
Alphabet Class A
2.04%
▼ 3.98%
1
Open
Aug 02, 2024
Arch Capital Group
2.47%
▲ 17.26%
1
Open
Jul 24, 2024
McKesson
▲ 25.81%
3
Close
Jul 18, 2024
Cigna
▲ 24.94%
2
Close
Jul 10, 2024
Stellantis
▲ 16.92%
2
Close
Jul 03, 2024