New Portfolio Jul 2023 - New Portfolio

New Portfolio Jul 2023
Individual Investor
Ranked #284,149 out of 766,394 TipRanks' Investors
Success Rate
57%
31 out of 54
profitable transactions
Average Return
7.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.39%
6-Month Return▲ 7.64%
12-Month Return▲ 20.14%
YTD Return▲ 2.07%
Total Return▼ 1.00%

Best Trade

Opened at
Closed at-
Gain▲ 299.26%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 7.27%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.71%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.31%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.73%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 6.19%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.69%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.56%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 9.96%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 7.27%
▲ 11.46%▲ 5.06%▲ 5.71%
▼ 2.25%▲ 3.53%▼ 5.31%
▲ 25.72%▲ 1.21%▲ 3.73%
▼ 4.22%▲ 2.34%▼ 6.19%
▲ 7.82%▲ 2.10%▲ 6.69%
▲ 6.02%▼ 0.89%▼ 1.56%
▲ 22.71%▲ 5.30%▲ 9.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pioneer Natural
▲ 34.91%
2
Close
May 02, 2024
Exxon Mobil
2.7%
▲ 5.01%
3
Open
May 02, 2024
APA
2.7%
▼ 30.45%
1
Open
Jan 09, 2024
ImmunoGen
▲ 4.55%
2
Open
Dec 27, 2023
Tenaya Therapeutics
2.7%
▼ 23.96%
1
Open
Dec 27, 2023
Protalix
2.7%
▼ 33.70%
1
Open
Dec 27, 2023
Senseonics Holdings
▼ 33.95%
2
Close
Nov 15, 2023
Palantir Technologies
2.7%
▲ 201.95%
1
Open
Nov 15, 2023
Microsoft
2.7%
▲ 13.69%
1
Open
Nov 15, 2023
Moderna
2.7%
▼ 44.01%
1
Open
Nov 15, 2023
Livent
▼ 22.53%
2
Close
Aug 23, 2023
SoFi Technologies
▼ 4.82%
2
Close
Aug 21, 2023
Jabil
2.7%
▲ 24.98%
1
Open
Aug 07, 2023
Aptose Biosciences
2.7%
▼ 89.97%
1
Open
Aug 07, 2023
Li Auto
▲ 27.87%
2
Close
Aug 04, 2023
Visa
▲ 0.35%
2
Close
Aug 04, 2023
Etsy
2.7%
▼ 33.82%
1
Open
Aug 04, 2023
Dynatrace
▼ 9.32%
2
Close
Aug 02, 2023
Palo Alto Networks
▼ 4.57%
2
Close
Aug 02, 2023
BP
▲ 2.33%
2
Close
Aug 02, 2023