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New Portfolio Jun 2023 - New Portfolio

Tana Studio 41

New Portfolio Jun 2023
Individual Investor
Ranked #146,433 out of 808,802 TipRanks' Investors
Success Rate
62%
73 out of 118
profitable transactions
Average Return
17.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.61%
6-Month Return▲ 3.79%
12-Month Return▲ 4.71%
YTD Return▲ 5.16%
Total Return▲ 23.58%

Best Trade

Opened at
Closed at-
Gain▲ 295.15%

Bio

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 5.24%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.61%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.54%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.93%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.30%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.61%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.82%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 1.09%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 5.24%
▲ 6.03%▲ 2.69%▲ 3.61%
▼ 12.86%▼ 1.27%▲ 0.54%
▼ 1.80%▼ 5.57%▼ 4.93%
▲ 1.84%▼ 0.87%▼ 3.30%
▲ 12.20%▲ 6.28%▲ 3.61%
▲ 6.24%▲ 5.14%▲ 4.82%
▲ 14.83%▲ 1.65%▲ 1.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Innovative Industrial Properties
2.72%
▼ 16.46%
5
Buy
Jan 29, 2025
Realty Income
7.51%
▲ 11.76%
9
Buy
Jan 29, 2025
Apple
3.08%
▲ 3.79%
6
Buy
Sep 03, 2024
Alphabet Class A
5.03%
▲ 22.94%
7
Buy
Sep 03, 2024
AbbVie
3.24%
▲ 39.28%
4
Buy
Sep 03, 2024
Microsoft
4%
▲ 36.36%
4
Buy
Sep 03, 2024
Nvidia
8.6%
▲ 161.71%
4
Buy
Sep 03, 2024
Merck & Company
1.73%
▼ 25.04%
3
Buy
Sep 03, 2024
Amazon
5.31%
▲ 37.21%
5
Buy
Sep 03, 2024
Eli Lilly & Co
1.3%
▼ 10.76%
2
Buy
Sep 03, 2024
United Parcel
1.27%
▼ 28.02%
3
Buy
Aug 13, 2024
TSMC
4.93%
▲ 96.90%
3
Buy
Jul 03, 2024
Starbucks
3.14%
▲ 14.44%
5
Buy
Jul 03, 2024
McDonald's
2.05%
▲ 21.16%
4
Buy
Jul 03, 2024
Solventum Corporation
0.17%
▲ 45.25%
1
Open
Jul 03, 2024
Monster Beverage
2.04%
▲ 7.69%
3
Buy
Jun 10, 2024
Visa
2.35%
▲ 27.86%
2
Buy
Jun 10, 2024
Meta Platforms
7.47%
▲ 97.43%
4
Buy
May 03, 2024
Advanced Micro Devices
1.83%
▲ 26.60%
2
Buy
May 03, 2024
Super Micro Computer
1.65%
▼ 10.84%
2
Buy
May 03, 2024