ETF - New Portfolio

ashokkuppala@anu-sol.com

ETF
Individual Investor
Ranked #539,517 out of 757,311 TipRanks' Investors
Success Rate
63%
25 out of 40
profitable transactions
Average Return
-4.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.43%
6-Month Return▲ 2.55%
12-Month Return-
YTD Return▼ 24.71%
Total Return▼ 32.77%

Best Trade

Opened at
Closed at-
Gain▲ 46.73%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 12.77%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 11.34%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 11.07%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 14.20%
May 2024
▼ 2.25%
▲ 3.53%
▼ 6.34%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.15%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.93%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.40%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 12.77%
▲ 5.05%▲ 3.27%▼ 11.34%
▼ 12.40%▼ 4.03%▼ 11.07%
▲ 11.46%▲ 5.06%▲ 14.20%
▼ 2.25%▲ 3.53%▼ 6.34%
▲ 25.76%▲ 1.21%▲ 2.15%
▼ 4.21%▲ 2.34%▲ 3.93%
▲ 2.65%▼ 0.40%▲ 0.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microstrategy
▼ 20.28%
2
Close
Sep 18, 2024
Cognex
▼ 24.07%
2
Close
Sep 18, 2024
Eaton
8.29%
▲ 2.89%
1
Open
Sep 13, 2024
Crispr Therapeutics AG
1.25%
▼ 0.14%
2
Buy
Aug 21, 2024
NuScale Power
0.24%
▲ 0.99%
1
Open
Aug 16, 2024
Texas Instruments
5.23%
▲ 10.77%
1
Open
Aug 05, 2024
Vanguard Dividend Appreciation ETF
▲ 3.67%
3
Close
Jul 31, 2024
Vanguard Information Technology ETF
▼ 2.21%
3
Close
Jul 31, 2024
Arthur J Gallagher & Co
▲ 3.76%
2
Close
Jul 31, 2024
F5 Networks
5.48%
▲ 4.88%
1
Open
Jul 31, 2024
Upstart Holdings
5.04%
▲ 46.73%
1
Open
Jul 26, 2024
Trade Desk
2.78%
▲ 20.94%
1
Open
Jul 24, 2024
Amgen
8.47%
▲ 0.63%
1
Open
Jul 16, 2024
Cintas
20.54%
▲ 13.14%
2
Buy
Jul 11, 2024
Chipotle
1.46%
▼ 9.27%
1
Open
Jul 05, 2024
Invesco QQQ Trust
▲ 1.38%
2
Close
Jul 02, 2024
SPDR S&P 500 ETF Trust
▲ 0.64%
2
Close
Jul 02, 2024
ProShares UltraPro QQQ
▲ 3.85%
2
Close
Jul 02, 2024
Vanguard Russell 1000 Growth ETF
▲ 1.31%
2
Close
Jul 02, 2024
Vanguard Total Stock Market ETF
▲ 0.68%
2
Close
Jul 02, 2024