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Portfolio A - New Portfolio

Diana

Portfolio A
Individual Investor
Ranked #97,532 out of 793,417 TipRanks' Investors
Success Rate
64%
90 out of 141
profitable transactions
Average Return
14.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.38%
6-Month Return▼ 5.47%
12-Month Return▼ 4.25%
YTD Return▼ 4.69%
Total Return▲ 17.57%

Best Trade

Opened at
Closed at-
Gain▲ 226.56%

Bio

Private Investor

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 0.37%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.90%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.25%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.43%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 3.89%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 3.68%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.03%
Feb 2025
▲ 7.47%
▼ 3.09%
▼ 3.20%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 0.37%
▲ 2.93%▲ 2.10%▲ 1.90%
▲ 10.00%▼ 0.89%▼ 2.25%
▲ 26.01%▲ 5.96%▲ 5.43%
▲ 5.34%▼ 2.41%▼ 3.89%
▲ 5.88%▲ 2.69%▲ 3.68%
▼ 12.86%▼ 1.27%▼ 5.03%
▲ 7.47%▼ 3.09%▼ 3.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ChargePoint Holdings
▼ 92.79%
2
Close
Feb 25, 2025
Danaher
▼ 0.94%
2
Close
Feb 24, 2025
Crocs
▲ 23.39%
2
Close
Jan 28, 2025
Celanese
▼ 27.56%
2
Close
Jan 15, 2025
Vera Therapeutics
▼ 14.97%
2
Close
Jan 13, 2025
Five Below
▲ 1.39%
4
Close
Jan 07, 2025
Five9
▲ 0.38%
2
Close
Jan 02, 2025
Calix
▼ 3.27%
4
Close
Dec 24, 2024
Apple
▲ 7.57%
4
Close
Oct 21, 2024
Beam Therapeutics
▲ 2.65%
2
Close
Oct 18, 2024
Cadence Design
1.16%
▲ 4.10%
1
Open
Oct 18, 2024
Aptiv
▼ 11.01%
2
Close
Oct 03, 2024
Walt Disney
▼ 2.73%
2
Close
Oct 01, 2024
Helios Technologies
▼ 28.21%
2
Close
Aug 15, 2024
Lowe's
▲ 21.39%
2
Close
Aug 15, 2024
Etsy
▼ 42.47%
2
Close
Aug 15, 2024
Illumina
▼ 39.04%
2
Close
Jul 24, 2024
Lumentum Holdings
▲ 6.59%
2
Close
Jul 09, 2024
Braze
1.16%
▲ 13.42%
1
Open
Jun 20, 2024
Dynatrace
1.16%
▲ 17.55%
1
Open
Jun 20, 2024