tiprankstipranks
Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders StocksTop Gainers/ Losers/ Active StocksMost Visited WebsitesTipRanks Momentum IndexDividend StocksAI StocksLargest Companies by Market Cap
ETFs
Top ETFs by UpsideTop ETFs by Smart ScoreTop Gainers/ Losers/ Active ETFs
Crypto
Bitcoin
Popular
Ethereum
Commodities
Gold
Options
Unusual Options Activity
Popular
Currency
EUR/USD
Pro Newsletters
Smart Investor
Popular
Smart Growth
New
Research Tools
Stock ScreenerETF Screener
Popular
Trending StocksDaily Analyst RatingsCompare StocksCompare ETFsPenny Stock ScreenerTechnical Analysis ScreenerDaily Insider Trading Tracker
Calendars
Earnings CalendarDividend CalendarEconomic CalendarIPO CalendarStock SplitsStock BuybacksMarket Holidays
Calculators
Dividend CalculatorDividend Yield CalculatorOptions Profit Calculator
Economic Indicators
Inflation RateUnemployment Rate
Class Actions
Dividend CenterBest Dividend Stocks
Popular
Best High Yield Dividend StocksDividend AristocratsDividend Stock Comparison
New
Dividend CalculatorDividend Returns ComparisonDividend Calendar
My ExpertsTop AnalystsTop Financial BloggersTop-Performing Corporate InsidersTop Hedge Fund ManagersTop Research FirmsTop Individual Investors
Education
Personal FinanceHow To Use TipRanksTipRanks LabsWebinar CenterGlossaryFAQs
About Us
About TipRanksContact UsCareersReviewsMobile APP
Working with TipRanks
Enterprise SolutionsTop Online BrokersBecome an Affiliate
Follow Us
NewsTrendingPortfolio
TOOLS
Portfolio
Watchlist
Top Insiders Stocks
Popular
Top Stocks
Popular
Notification Center
Top ETFs
Top Smart Score Stocks
Popular
Earnings
STOCKS
SPY
QQQ
AAPL
NVDA
TSLA
AMZN
BABA
Plans & Pricing
Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders Stocks
Top Gainers/ Losers/ Active Stocks
Most Visited Websites
TipRanks Momentum Index
Dividend Stocks
AI Stocks
Largest Companies by Market Cap
ETFs
ETF Center
Top ETFs by Upside
New
Top ETFs by Smart Score
Top Gainers/ Losers/ Active ETFs
Options
Options Market Overview
Unusual Options Activity
Popular
Most Active Options
Options Volume Leaders
Commodities
Gold
New
Crypto
Crypto Center
Bitcoin
Popular
Ethereum
Currency
Currency Center
EUR/USD
Pro Newsletters
Smart Investor
Popular
Research Tools
Stock Screener
ETF Screener
Popular
Trending Stocks
Daily Analyst Ratings
Compare Stocks
Compare ETFs
Penny Stock Screener
Technical Analysis Screener
Daily Insider Trading Tracker
Calendars
Earnings Calendar
Dividend Calendar
Economic Calendar
IPO Calendar
Stock Splits
Stock Buybacks
Market Holidays
Economic Indicators
Economic Indicators Center
Inflation Rate
Unemployment Rate
Federal Funds Rate
Class Actions
Class Actions
Calculators
Dividend Calculator
Dividend Yield Calculator
Options Profit Calculator
Dollar Cost Averaging
New
Dividend Center
Best Dividend Stocks
Popular
Best High Yield Dividend Stocks
Dividend Aristocrats
Dividend Stock Comparison
New
Dividend Calculator
Dividend Returns Comparison
Dividend Calendar
Top Analysts
Top Financial Bloggers
Top-Performing Corporate Insiders
Top Hedge Fund Managers
Top Research Firms
Top Individual Investors
News
Portfolio
Personal Finance Center
Mortgages
Loans
Investing & Retirement
Spending & Savings
Calculators
Compound Interest Calculator
New
Mortgage Calculator
Popular
Auto Loan Calculator
Student Loan Calculator
401k Retirement Calculator
Enterprise Solutions
Education
How To Use TipRanks
TipRanks Labs
Webinar Center
Glossary
FAQs
About Us
About TipRanks
Contact Us
Careers
Reviews
Mobile APP
Working with TipRanks
Enterprise Solutions
Top Online Brokers
Become an Affiliate
Follow Us

New Portfolio Jul 2023 - New Portfolio

PerformancePortfolio Details

Mark

New Portfolio Jul 2023
Individual Investor
Ranked #67,467 out of 769,603 TipRanks' Investors
Success Rate
70%
28 out of 40
profitable transactions
Average Return
48.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.85%
6-Month Return▲ 20.42%
12-Month Return▲ 36.68%
YTD Return▲ 29.67%
Total Return▲ 33.54%

Best Trade

AssetMicrostrategy (MSTR)
Opened at
Closed at-
Gain▲ 866.17%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 4.11%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.46%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.91%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.83%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.03%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.53%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.59%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 7.02%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.11%
▲ 11.46%▲ 5.06%▲ 6.46%
▼ 2.25%▲ 3.53%▲ 1.91%
▲ 25.72%▲ 1.21%▲ 0.83%
▼ 4.22%▲ 2.34%▲ 3.03%
▲ 7.82%▲ 2.10%▲ 6.53%
▲ 5.70%▼ 0.89%▼ 0.59%
▲ 37.60%▲ 4.40%▲ 7.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPLK
Splunk
―
▲ 27.10%
2
Close
Mar 15, 2024
DB
Deutsche Bank AG
2.56%
▲ 23.04%
1
Open
Dec 29, 2023
LMT
Lockheed Martin
2.56%
▲ 22.00%
1
Open
Dec 29, 2023
MLB1
Mercadolibre
2.56%
▲ 30.91%
1
Open
Nov 28, 2023
MELI
Mercadolibre
2.56%
▲ 26.17%
1
Open
Nov 28, 2023
BA
Boeing
2.56%
▼ 32.86%
1
Open
Nov 28, 2023
CMBT
Euronav
2.56%
▲ 9.74%
1
Open
Oct 04, 2023
SQ
Block
2.56%
▲ 108.03%
1
Open
Sep 28, 2023
CNQ
Canadian Natural
2.56%
▲ 14.24%
1
Open
Sep 28, 2023
SHEL
Shell
2.56%
▲ 5.50%
1
Open
Sep 28, 2023
XOM
Exxon Mobil
2.56%
▲ 6.38%
1
Open
Sep 28, 2023
BP
BP
2.56%
▼ 19.47%
1
Open
Sep 28, 2023
ADBE
Adobe
2.56%
▼ 7.25%
1
Open
Sep 14, 2023
LLY
Eli Lilly & Co
2.56%
▲ 26.65%
1
Open
Sep 11, 2023
ORA
Ormat Techno
2.56%
▲ 8.76%
1
Open
Sep 11, 2023
ORCL
Oracle
2.56%
▲ 54.17%
1
Open
Sep 11, 2023
ROKU
Roku
2.56%
▼ 28.12%
1
Open
Jul 31, 2023
BAC
Bank of America
2.56%
▲ 51.52%
1
Open
Jul 25, 2023
NIO
Nio
2.56%
▼ 58.74%
1
Open
Jul 24, 2023
NAT
Nordic American Tanker
2.56%
▼ 14.38%
1
Open
Jul 22, 2023