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New Portfolio Jun 2023 - New Portfolio

Tana Studio 41

New Portfolio Jun 2023
Individual Investor
Ranked #55,059 out of 788,174 TipRanks' Investors
Success Rate
72%
85 out of 118
profitable transactions
Average Return
18.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.96%
6-Month Return▲ 2.28%
12-Month Return▲ 15.13%
YTD Return▲ 6.55%
Total Return▲ 25.49%

Best Trade

Opened at
Closed at-
Gain▲ 219.97%

Bio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 3.48%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.29%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.25%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 3.45%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 2.03%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 5.08%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 3.94%
Jan 2025
▼ 8.93%
▲ 1.85%
▲ 2.51%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.48%
▼ 13.14%▲ 2.34%▲ 2.29%
▲ 2.93%▲ 2.10%▲ 3.25%
▲ 9.99%▼ 0.89%▼ 3.45%
▲ 26.04%▲ 5.96%▲ 2.03%
▲ 5.81%▼ 2.41%▼ 5.08%
▲ 4.98%▲ 2.69%▲ 3.94%
▼ 8.93%▲ 1.85%▲ 2.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Innovative Industrial Properties
3.76%
▲ 9.19%
5
Buy
Jan 29, 2025
Realty Income
7.47%
▲ 8.96%
9
Buy
Jan 29, 2025
Apple
3.57%
▲ 17.96%
6
Buy
Sep 03, 2024
Alphabet Class A
5.01%
▲ 23.25%
7
Buy
Sep 03, 2024
AbbVie
3.38%
▲ 43.60%
4
Buy
Sep 03, 2024
Microsoft
3.23%
▲ 10.11%
4
Buy
Sep 03, 2024
Nvidia
6.91%
▲ 111.93%
4
Buy
Sep 03, 2024
Merck & Company
1.84%
▼ 20.86%
3
Buy
Sep 03, 2024
Amazon
5.25%
▲ 36.60%
5
Buy
Sep 03, 2024
Eli Lilly & Co
1.48%
▲ 2.12%
2
Buy
Sep 03, 2024
United Parcel
1.48%
▼ 17.02%
3
Buy
Aug 13, 2024
TSMC
3.98%
▲ 59.50%
3
Buy
Jul 03, 2024
Starbucks
3.79%
▲ 38.21%
5
Buy
Jul 03, 2024
McDonald's
2.05%
▲ 20.85%
4
Buy
Jul 03, 2024
Solventum Corporation
0.17%
▲ 46.51%
1
Open
Jul 03, 2024
Monster Beverage
1.75%
▼ 6.67%
3
Buy
Jun 10, 2024
Visa
2.33%
▲ 27.89%
2
Buy
Jun 10, 2024
Meta Platforms
7.34%
▲ 95.26%
4
Buy
May 03, 2024
Advanced Micro Devices
1.29%
▼ 9.89%
2
Buy
May 03, 2024
Super Micro Computer
1.83%
▲ 0.18%
2
Buy
May 03, 2024