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Test YV1 SI EW - New Portfolio

Test YV1 SI EW
Individual Investor
Ranked #313,965 out of 786,879 TipRanks' Investors
Success Rate
50%
66 out of 131
profitable transactions
Average Return
12.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.20%
6-Month Return▲ 9.43%
12-Month Return▲ 19.30%
YTD Return▲ 3.02%
Total Return▲ 44.71%

Best Trade

Opened at
Closed at-
Gain▲ 273.29%

Bio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 2.77%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.03%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.08%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.05%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.81%
Nov 2024
▲ 5.82%
▼ 2.41%
▼ 3.99%
Dec 2024
▲ 4.97%
▲ 2.69%
▲ 3.72%
Jan 2025
▼ 8.36%
▲ 1.31%
▼ 0.68%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.77%
▼ 13.14%▲ 2.34%▲ 0.03%
▲ 2.93%▲ 2.10%▲ 3.08%
▲ 9.99%▼ 0.89%▼ 1.05%
▲ 26.04%▲ 5.96%▲ 6.81%
▲ 5.82%▼ 2.41%▼ 3.99%
▲ 4.97%▲ 2.69%▲ 3.72%
▼ 8.36%▲ 1.31%▼ 0.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
KKR & Co
▲ 25.51%
2
Close
Feb 12, 2025
Reinsurance Group
▼ 12.56%
2
Close
Feb 12, 2025
Micron
▼ 12.55%
2
Close
Feb 12, 2025
RTX
1.92%
▼ 3.45%
1
Open
Feb 12, 2025
Pentair
▲ 32.46%
2
Close
Feb 05, 2025
Progressive
2.14%
▲ 5.46%
1
Open
Feb 05, 2025
Charles Schwab
1.99%
▼ 1.77%
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
Matador Resources
1.85%
▼ 10.11%
1
Open
Jan 15, 2025
Verizon
▼ 1.23%
2
Close
Jan 08, 2025
NICE
▼ 16.79%
2
Close
Jan 08, 2025
Metlife
2.03%
▼ 0.72%
1
Open
Jan 08, 2025
Visa
2.3%
▲ 3.51%
3
Open
Jan 01, 2025
Abbott Laboratories
▼ 1.92%
2
Close
Dec 25, 2024
Autodesk
2.03%
▲ 0.81%
1
Open
Dec 25, 2024
Adobe
▼ 7.60%
2
Close
Dec 18, 2024
Cisco Systems
2.26%
▲ 13.53%
1
Open
Dec 18, 2024
Applied Materials
▲ 29.94%
2
Close
Dec 11, 2024