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New Portfolio Jul 2023 - New Portfolio

PerformancePortfolio Details

Mark

New Portfolio Jul 2023
Individual Investor
Ranked #73,601 out of 766,394 TipRanks' Investors
Success Rate
70%
28 out of 40
profitable transactions
Average Return
44.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.21%
6-Month Return▲ 22.51%
12-Month Return▲ 43.65%
YTD Return▲ 30.75%
Total Return▲ 34.65%

Best Trade

AssetMicrostrategy (MSTR)
Opened at
Closed at-
Gain▲ 678.66%

Bio

Performance

25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▼ 0.29%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 7.58%
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%
▲ 6.02%▼ 0.89%▼ 0.29%
▲ 22.71%▲ 5.30%▲ 7.58%

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%
▲ 30.56%
1
Open
Dec 29, 2023
LMT
Lockheed Martin
2.56%
▲ 28.38%
1
Open
Dec 29, 2023
MLB1
Mercadolibre
2.56%
▲ 25.42%
1
Open
Nov 28, 2023
MELI
Mercadolibre
2.56%
▲ 23.41%
1
Open
Nov 28, 2023
BA
Boeing
2.56%
▼ 33.01%
1
Open
Nov 28, 2023
CMBT
Euronav
2.56%
▲ 19.63%
1
Open
Oct 04, 2023
SQ
Block
2.56%
▲ 88.05%
1
Open
Sep 28, 2023
CNQ
Canadian Natural
2.56%
▲ 11.87%
1
Open
Sep 28, 2023
SHEL
Shell
2.56%
▲ 5.68%
1
Open
Sep 28, 2023
XOM
Exxon Mobil
2.56%
▲ 4.37%
1
Open
Sep 28, 2023
BP
BP
2.56%
▼ 21.64%
1
Open
Sep 28, 2023
ADBE
Adobe
2.56%
▼ 8.64%
1
Open
Sep 14, 2023
LLY
Eli Lilly & Co
2.56%
▲ 40.71%
1
Open
Sep 11, 2023
ORA
Ormat Techno
2.56%
▲ 12.76%
1
Open
Sep 11, 2023
ORCL
Oracle
2.56%
▲ 51.64%
1
Open
Sep 11, 2023
ROKU
Roku
2.56%
▼ 19.89%
1
Open
Jul 31, 2023
BAC
Bank of America
2.56%
▲ 48.56%
1
Open
Jul 25, 2023
NIO
Nio
2.56%
▼ 56.86%
1
Open
Jul 24, 2023
NAT
Nordic American Tanker
2.56%
▼ 10.64%
1
Open
Jul 22, 2023