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****2541 - New Portfolio

RAFA B

****2541
Individual Investor
Ranked #52,259 out of 800,570 TipRanks' Investors
Success Rate
68%
28 out of 41
profitable transactions
Average Return
57.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 16.07%
6-Month Return▲ 3.39%
12-Month Return▲ 26.88%
YTD Return▼ 7.04%
Total Return▲ 59.35%

Best Trade

Opened at
Closed at
Gain▲ 200.91%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 0.04%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 12.62%
Nov 2024
▲ 5.42%
▼ 2.41%
▲ 7.51%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 6.20%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 13.14%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.39%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 1.57%
Apr 2025
▲ 9.98%
▲ 5.15%
▲ 10.72%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 0.04%
▲ 25.97%▲ 5.96%▲ 12.62%
▲ 5.42%▼ 2.41%▲ 7.51%
▲ 6.01%▲ 2.69%▲ 6.20%
▼ 12.86%▼ 1.27%▼ 13.14%
▼ 1.80%▼ 5.57%▼ 10.39%
▲ 1.76%▼ 0.87%▲ 1.57%
▲ 9.98%▲ 5.15%▲ 10.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Information Technology ETF
1.71%
▲ 39.92%
7
Buy
Dec 20, 2024
Vanguard Small Cap Index Fd Admiral Shs
0.81%
▲ 6.11%
5
Buy
Dec 20, 2024
Vanguard Mid-Cap Growth Index Fd Admiral
4.3%
▲ 46.13%
5
Buy
Dec 20, 2024
Vanguard Growth Index Fd Admiral Shs
5.98%
▲ 88.12%
5
Buy
Dec 20, 2024
Vanguard Total Stock Market Index Fd Admiral Shs
59.72%
▲ 35.15%
5
Buy
Dec 20, 2024
Alphabet Class C
1.43%
▲ 110.33%
6
Buy
Dec 17, 2024
Amazon
1.68%
▲ 132.86%
3
Buy
Nov 19, 2024
Tesla
23.34%
▲ 129.26%
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
1.02%
▲ 62.38%
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