tiprankstipranks

New Portfolio - New Portfolio

Daniel Schablik

New Portfolio
Individual Investor
Ranked #423,050 out of 769,632 TipRanks' Investors
Success Rate
45%
17 out of 38
profitable transactions
Average Return
1.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.19%
6-Month Return▲ 7.40%
12-Month Return▲ 25.10%
YTD Return▲ 10.46%
Total Return▼ 3.99%

Best Trade

Opened at
Closed at-
Gain▲ 227.18%

Bio

Went covid crazy with a few bad stocks. Slowly learning from my mistakes, adding well priced companies to make my portfolio more stable with hopefully long term growth.

Performance

37.30%0-37.30%
▼ 12.40%
▼ 4.03%
▼ 6.57%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.78%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.58%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.23%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.85%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 7.77%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.29%
Oct 2024
▲ 37.30%
▲ 4.73%
▲ 2.06%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.57%
▲ 11.46%▲ 5.06%▲ 7.78%
▼ 2.25%▲ 3.53%▼ 4.58%
▲ 25.72%▲ 1.21%▲ 7.23%
▼ 4.22%▲ 2.34%▼ 2.85%
▲ 7.82%▲ 2.10%▲ 7.77%
▲ 5.70%▼ 0.89%▼ 2.29%
▲ 37.30%▲ 4.73%▲ 2.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Shift Technologies
▼ 98.46%
2
Close
Oct 14, 2024
Albemarle
0.87%
▼ 53.64%
1
Open
Jul 15, 2023
Humana
1.6%
▼ 30.58%
1
Open
Jul 15, 2023
Hyliion Holdings
0.05%
▲ 100.00%
1
Open
Jul 15, 2023
JD
0.93%
▼ 5.64%
1
Open
Jul 15, 2023
Ouster
0.13%
▲ 49.61%
1
Open
Jul 15, 2023
Paramount Global Class B
1.46%
▼ 27.67%
1
Open
Jul 15, 2023
Paysafe
2.12%
▲ 42.69%
1
Open
Jul 15, 2023
PayPal Holdings
4.43%
▲ 18.07%
1
Open
Jul 15, 2023
Invesco Solar ETF
1.12%
▼ 52.86%
1
Open
Jul 15, 2023
Teradyne
1.16%
▼ 6.43%
1
Open
Jul 15, 2023
Target
1.68%
▲ 0.89%
1
Open
Jul 15, 2023
Tesla
3.79%
▲ 21.41%
1
Open
Jul 15, 2023
Taiwan Semiconductor Manufacturing
5.1%
▲ 84.38%
1
Open
Jul 15, 2023
Vroom
0.01%
▼ 96.74%
1
Open
Jul 15, 2023
Volkswagen AG
0.71%
▼ 45.70%
1
Open
Jul 15, 2023
Robinhood Markets
8.85%
▲ 193.43%
1
Open
Jul 15, 2023
Barrick Gold
2.45%
▲ 8.11%
1
Open
Jul 15, 2023
Fidelity 500 Index Fund
0%
▲ 32.27%
1
Open
Jul 15, 2023
Enphase Energy
1.07%
▼ 65.05%
1
Open
Jul 15, 2023