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Strategy Test Portfolio - New Portfolio
Lisle Wallace
Strategy Test PortfolioIndividual Investor
Ranked #101,655 out of 766,001 TipRanks' Investors
Success Rate
49 out of 70
profitable transactions
profitable transactions
Average Return
13.08%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.35%
6-Month Return▲ 18.90%
12-Month Return▲ 27.35%
YTD Return▲ 16.08%
Total Return▲ 19.28%
Best Trade
Bio
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 7.26%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.80%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.34%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.60%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.85%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.53%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.12%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 7.83%
Nov 2024
▼ 12.40%▼ 4.03%▼ 7.26%
▲ 11.46%▲ 5.06%▲ 3.80%
▼ 2.25%▲ 3.53%▲ 3.34%
▲ 25.72%▲ 1.21%▲ 4.60%
▼ 4.22%▲ 2.34%▲ 0.85%
▲ 7.82%▲ 2.10%▲ 1.53%
▲ 6.02%▼ 0.89%▼ 0.12%
▲ 5.59%▲ 5.20%▲ 7.83%
Recent Activity
Veeva Systems
0.01%
▲ 8.93%
2
Sell
Mar 18, 2024
Kinsale Capital Group
0.01%
▲ 10.04%
2
Sell
Mar 18, 2024
Block
4.1%
▼ 5.92%
2
Buy
Mar 18, 2024
Eli Lilly & Co
2.92%
▲ 9.20%
2
Buy
Mar 18, 2024
Vertiv Holdings
2.99%
▲ 63.11%
1
Open
Mar 18, 2024
e.l.f. Beauty
0.95%
▼ 38.94%
1
Open
Mar 18, 2024
Co dbx Inf Tec Accum.Ptg.Shs Class -1C- USD
2.09%
▲ 19.39%
1
Open
Mar 18, 2024
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
2.04%
▲ 18.58%
1
Open
Mar 18, 2024
iShares Dow Jones Global Titans 50 UCITS ETF (DE)
2.04%
▲ 17.68%
1
Open
Mar 18, 2024
Coca-Cola
1.94%
▲ 2.54%
3
Open
Feb 27, 2024
Tesla
0.01%
▲ 40.46%
2
Buy
Feb 27, 2024
JOYY
1.3%
▼ 1.77%
2
Buy
Feb 27, 2024
BigCommerce Holdings
0%
▼ 42.63%
2
Sell
Feb 27, 2024
Broadcom
2.82%
▲ 82.60%
2
Buy
Feb 27, 2024
S&P Global
0.01%
▲ 30.90%
2
Sell
Feb 27, 2024
Pfizer
0%
▼ 15.85%
2
Sell
Feb 27, 2024
ServiceNow
2.1%
▲ 30.35%
2
Buy
Feb 27, 2024
Nvidia
5.39%
▲ 87.62%
1
Open
Feb 27, 2024
Microsoft
2.13%
▲ 4.07%
1
Open
Feb 27, 2024
Alphabet Class A
2.14%
▲ 28.74%
1
Open
Feb 27, 2024