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****2541 - New Portfolio

RAFA B

****2541
Individual Investor
Ranked #37,248 out of 783,334 TipRanks' Investors
Success Rate
76%
31 out of 41
profitable transactions
Average Return
63.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.89%
6-Month Return▲ 36.13%
12-Month Return▲ 50.40%
YTD Return▲ 3.21%
Total Return▲ 79.74%

Best Trade

Opened at
Closed at-
Gain▲ 239.67%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 7.72%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.16%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.63%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 7.14%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.04%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 12.62%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 9.22%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 3.21%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 7.72%
▲ 8.13%▲ 1.21%▲ 1.16%
▼ 13.14%▲ 2.34%▼ 2.63%
▲ 2.93%▲ 2.10%▲ 7.14%
▲ 9.99%▼ 0.89%▲ 0.04%
▲ 26.04%▲ 5.96%▲ 12.62%
▲ 5.93%▼ 2.41%▲ 9.22%
▲ 2.91%▲ 3.15%▲ 3.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Information Technology ETF
1.62%
▲ 39.92%
7
Buy
Dec 20, 2024
Vanguard Small Cap Index Fd Admiral Shs
0.83%
▲ 16.50%
5
Buy
Dec 20, 2024
Vanguard Mid-Cap Growth Index Fd Admiral
4.04%
▲ 47.86%
5
Buy
Dec 20, 2024
Vanguard Growth Index Fd Admiral Shs
5.69%
▲ 92.64%
5
Buy
Dec 20, 2024
Vanguard Total Stock Market Index Fd Admiral Shs
57.62%
▲ 40.55%
5
Buy
Dec 20, 2024
Alphabet Class C
1.55%
▲ 121.59%
6
Buy
Dec 17, 2024
Amazon
1.8%
▲ 152.36%
3
Buy
Nov 19, 2024
Tesla
25.75%
▲ 140.39%
4
Buy
Nov 19, 2024
Fidelity Freedom Blend 2030 Fund Class K
▼ 86.71%
2
Sell
Nov 19, 2024
American Heritage International
0.00%
2
Close
Nov 19, 2024
Tesla Exploration
0.00%
2
Close
Nov 19, 2024
ARK Innovation ETF
▲ 6.85%
2
Sell
Aug 08, 2024
Shopify
1.09%
▲ 83.29%
1
Buy
Aug 07, 2024
Vanguard Total Bond Market Index Fund Admiral Shares
▼ 0.60%
3
Close
Jul 18, 2024
Coinbase Global
▲ 54.28%
2
Close
Aug 13, 2023