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Test YV1 SI EW - New Portfolio

Test YV1 SI EW
Individual Investor
Ranked #314,998 out of 793,101 TipRanks' Investors
Success Rate
50%
68 out of 136
profitable transactions
Average Return
9.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.39%
6-Month Return▼ 1.55%
12-Month Return▲ 6.26%
YTD Return▼ 2.91%
Total Return▲ 36.39%

Best Trade

Opened at
Closed at-
Gain▲ 207.28%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 0.03%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.08%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.09%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.89%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 4.02%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 4.78%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.56%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 2.92%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 0.03%
▲ 2.93%▲ 2.10%▲ 3.08%
▲ 10.00%▼ 0.89%▼ 1.09%
▲ 26.01%▲ 5.96%▲ 6.89%
▲ 5.39%▼ 2.41%▼ 4.02%
▲ 5.83%▲ 2.69%▲ 4.78%
▼ 12.86%▼ 1.27%▼ 4.56%
▲ 2.82%▼ 4.80%▼ 2.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Dick's Sporting Goods
▼ 5.90%
2
Close
Mar 19, 2025
Bank of New York Mellon Corporation
2.18%
▲ 0.95%
1
Open
Mar 19, 2025
Lockheed Martin
1.94%
▼ 5.75%
1
Open
Mar 12, 2025
McKesson
2.25%
▲ 14.57%
4
Open
Mar 05, 2025
Dell Technologies
▼ 11.61%
2
Close
Mar 05, 2025
Diamondback
▼ 18.82%
2
Close
Mar 05, 2025
Verizon
2.12%
▼ 0.18%
3
Open
Feb 26, 2025
Matador Resources
▼ 18.06%
2
Close
Feb 26, 2025
Hewlett Packard Enterprise
1.61%
▼ 23.96%
1
Open
Feb 19, 2025
KKR & Co
▲ 25.51%
2
Close
Feb 12, 2025
Reinsurance Group
▼ 12.22%
2
Close
Feb 12, 2025
Micron
▼ 12.55%
2
Close
Feb 12, 2025
RTX
2.21%
▲ 6.78%
1
Open
Feb 12, 2025
Pentair
▲ 32.46%
2
Close
Feb 05, 2025
Progressive
2.33%
▲ 10.04%
1
Open
Feb 05, 2025
Charles Schwab
2.07%
▼ 2.24%
1
Open
Jan 29, 2025
Intuit
▼ 3.43%
2
Close
Jan 22, 2025
Workday
▼ 6.26%
2
Close
Jan 22, 2025
Arch Capital Group
▲ 2.13%
2
Close
Jan 15, 2025
NICE
▼ 16.79%
2
Close
Jan 08, 2025