****4187 - New Portfolio

Zach C

****4187
Individual Investor
Ranked #138,534 out of 766,001 TipRanks' Investors
Success Rate
59%
183 out of 310
profitable transactions
Average Return
17.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.87%
6-Month Return▲ 11.36%
12-Month Return▲ 38.35%
YTD Return▲ 19.30%
Total Return▲ 24.50%

Best Trade

Opened at
Closed at-
Gain▲ 645.90%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 6.17%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.41%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.32%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 0.70%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.61%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.56%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.07%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 3.29%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.17%
▲ 11.46%▲ 5.06%▲ 7.41%
▼ 2.25%▲ 3.53%▲ 2.32%
▲ 25.72%▲ 1.21%▼ 0.70%
▼ 4.22%▲ 2.34%▲ 2.61%
▲ 7.82%▲ 2.10%▲ 1.56%
▲ 6.02%▼ 0.89%▼ 2.07%
▲ 5.59%▲ 5.20%▲ 3.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares Treasury Floating Rate Bond ETF
0.84%
▼ 0.01%
15
Buy
Nov 08, 2024
Rolls-Royce
0.38%
▲ 90.39%
4
Sell
Nov 06, 2024
Consolidated Water Co
0.06%
▲ 28.76%
5
Buy
Nov 05, 2024
Costco
0%
▲ 13.94%
6
Buy
Nov 02, 2024
MFA Financial
0.75%
▼ 18.97%
7
Buy
Nov 01, 2024
Microsoft
21.79%
▲ 28.72%
27
Buy
Nov 01, 2024
Eli Lilly & Co
5.35%
▲ 10.65%
13
Buy
Oct 31, 2024
New York Mortgage
0.02%
▼ 49.58%
7
Buy
Oct 30, 2024
Micron
2.74%
▼ 5.55%
4
Buy
Oct 24, 2024
Prospect Capital
2.11%
▼ 32.34%
26
Buy
Oct 23, 2024
SPDR S&P Homebuilders ETF
2.9%
▲ 30.25%
14
Buy
Oct 21, 2024
AGNC Investment
0.07%
▼ 20.49%
18
Buy
Oct 10, 2024
Intercontinental Hotels Group
1.3%
▲ 91.51%
5
Buy
Oct 08, 2024
Nvidia
22.78%
▲ 213.93%
22
Buy
Oct 05, 2024
CrowdStrike Holdings
8.42%
▲ 22.68%
13
Buy
Oct 03, 2024
Visa
▲ 8.50%
11
Close
Sep 28, 2024
IAC/InteractiveCorp.
▼ 5.42%
2
Sell
Sep 27, 2024
Starbucks
0%
▲ 0.57%
1
Buy
Sep 27, 2024
General Motors
0.48%
▲ 18.62%
7
Buy
Sep 20, 2024
Viatris
0.01%
▲ 10.47%
7
Buy
Sep 16, 2024