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Strategy Test Portfolio - New Portfolio
Lisle Wallace
Strategy Test PortfolioIndividual Investor
Ranked #112,364 out of 769,603 TipRanks' Investors
Success Rate
48 out of 70
profitable transactions
profitable transactions
Average Return
13.51%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.12%
6-Month Return▲ 16.74%
12-Month Return▲ 21.44%
YTD Return▲ 15.73%
Total Return▲ 18.93%
Best Trade
Bio
Performance
37.60%0-37.60%
▼ 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%
▲ 0.86%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.53%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.33%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 7.73%
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%▲ 0.86%
▲ 7.82%▲ 2.10%▲ 1.53%
▲ 5.70%▼ 0.89%▼ 0.33%
▲ 37.60%▲ 4.40%▲ 7.73%
Recent Activity
Veeva Systems
0.01%
▲ 0.39%
2
Sell
Mar 18, 2024
Kinsale Capital Group
0.01%
▲ 20.24%
2
Sell
Mar 18, 2024
Block
5.1%
▲ 16.41%
2
Buy
Mar 18, 2024
Eli Lilly & Co
2.64%
▼ 1.60%
2
Buy
Mar 18, 2024
Vertiv Holdings
3.34%
▲ 81.79%
1
Open
Mar 18, 2024
e.l.f. Beauty
1%
▼ 35.78%
1
Open
Mar 18, 2024
Co dbx Inf Tec Accum.Ptg.Shs Class -1C- USD
2.07%
▲ 17.74%
1
Open
Mar 18, 2024
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
2.03%
▲ 21.58%
1
Open
Mar 18, 2024
iShares Dow Jones Global Titans 50 UCITS ETF (DE)
2.02%
▲ 18.86%
1
Open
Mar 18, 2024
Coca-Cola
1.95%
▲ 2.54%
3
Open
Feb 27, 2024
Tesla
0.01%
▲ 54.16%
2
Buy
Feb 27, 2024
JOYY
1.3%
▼ 2.14%
2
Buy
Feb 27, 2024
BigCommerce Holdings
0%
▼ 37.11%
2
Sell
Feb 27, 2024
Broadcom
2.54%
▲ 63.30%
2
Buy
Feb 27, 2024
S&P Global
0.01%
▲ 33.93%
2
Sell
Feb 27, 2024
Pfizer
0%
▼ 19.22%
2
Sell
Feb 27, 2024
ServiceNow
2.21%
▲ 37.14%
2
Buy
Feb 27, 2024
Nvidia
5.2%
▲ 80.41%
1
Open
Feb 27, 2024
Microsoft
2.11%
▲ 2.91%
1
Open
Feb 27, 2024
Alphabet Class A
1.99%
▲ 18.93%
1
Open
Feb 27, 2024