Small & Mid Cap Stocks - New Portfolio

BULLO.888

Small & Mid Cap Stocks
Individual Investor
Ranked #143,108 out of 766,001 TipRanks' Investors
Success Rate
56%
145 out of 259
profitable transactions
Average Return
21.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.87%
6-Month Return▲ 21.04%
12-Month Return▲ 58.74%
YTD Return▲ 24.43%
Total Return▲ 32.03%

Best Trade

Opened at
Closed at-
Gain▲ 500.00%

Bio

Private Investor

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 8.39%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.12%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.28%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.37%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.40%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.51%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.17%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 7.25%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 8.39%
▲ 11.46%▲ 5.06%▲ 5.12%
▼ 2.25%▲ 3.53%▼ 3.28%
▲ 25.72%▲ 1.21%▲ 7.37%
▼ 4.22%▲ 2.34%▲ 1.40%
▲ 7.82%▲ 2.10%▲ 3.51%
▲ 6.02%▼ 0.89%▲ 1.17%
▲ 5.59%▲ 5.20%▲ 7.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sterling Check
▲ 26.24%
2
Close
Oct 30, 2024
First Advantage
0%
▼ 1.18%
1
Open
Oct 30, 2024
Crew Energy
▲ 33.09%
2
Close
Oct 03, 2024
Aaron's Company
▲ 8.99%
2
Close
Oct 03, 2024
Tourmaline Oil
0%
▼ 6.73%
1
Open
Oct 03, 2024
Southwestern Energy
▲ 33.40%
2
Close
Sep 30, 2024
Expand Energy
0%
▲ 12.45%
1
Open
Sep 30, 2024
▼ 99.78%
2
Close
Sep 13, 2024
Rite Aid
▼ 98.53%
2
Close
Sep 03, 2024
Eagle Bulk Shipping
▲ 40.78%
2
Close
Apr 10, 2024
Star Bulk Carriers
0%
▼ 10.42%
1
Open
Apr 10, 2024
Daseke
▲ 21.38%
2
Close
Apr 01, 2024
CymaBay Therapeutics
▲ 285.75%
2
Close
Mar 25, 2024
Voxeljet
▼ 51.88%
2
Close
Mar 22, 2024
Alteryx
▲ 30.61%
2
Close
Mar 18, 2024
Ambrx Biopharma
▲ 94.44%
2
Close
Mar 08, 2024
European Wax Center
0%
▼ 47.93%
1
Open
Oct 05, 2023
DaVita
0%
▲ 64.01%
1
Open
Oct 05, 2023
Nauticus Robotics
0%
▼ 98.04%
1
Open
Oct 03, 2023
PROS Holdings
0%
▼ 35.16%
1
Open
Oct 01, 2023