New Portfolio - New Portfolio

A1B369F4

New Portfolio
Individual Investor
Ranked #43,893 out of 757,311 TipRanks' Investors
Success Rate
72%
116 out of 161
profitable transactions
Average Return
12.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.54%
6-Month Return▲ 6.60%
12-Month Return-
YTD Return▲ 16.95%
Total Return▲ 40.02%

Best Trade

Opened at
Closed at-
Gain▲ 151.35%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 10.75%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 7.44%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.69%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.21%
May 2024
▼ 2.25%
▲ 3.53%
▼ 15.72%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 23.81%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.05%
Aug 2024
▲ 1.03%
▼ 0.11%
▲ 1.13%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 10.75%
▲ 5.05%▲ 3.27%▲ 7.44%
▼ 12.40%▼ 4.03%▼ 8.69%
▲ 11.46%▲ 5.06%▲ 6.21%
▼ 2.25%▲ 3.53%▼ 15.72%
▲ 25.76%▲ 1.21%▲ 23.81%
▼ 4.21%▲ 2.34%▲ 0.05%
▲ 1.03%▼ 0.11%▲ 1.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares Russell 2000 Small-Cap Index Fund - Institutional
0.02%
▲ 19.52%
2
Buy
Aug 05, 2024
Putnam International Capital Opportunities Fund Class Y
0.03%
▲ 16.65%
2
Buy
Aug 05, 2024
Meta Platforms
0.41%
▲ 38.55%
2
Buy
Aug 05, 2024
Astra Space
▼ 63.33%
2
Close
Jul 17, 2024
Biolase
▼ 71.54%
2
Close
Jun 20, 2024
BYGGFAKTA GROUP Nordic HoldCo AB
▲ 78.83%
2
Close
May 24, 2024
Invesco Dow Jones Industrial Average Dividend ETF
0.04%
▲ 20.32%
2
Buy
Apr 18, 2024
American Funds Inflation Linked Bond Fund - Class F-3
0.01%
▲ 7.96%
2
Buy
Apr 18, 2024
Nvidia
0.16%
▲ 83.58%
2
Buy
Apr 18, 2024
Melanion BTC Equities Universe UCITS ETF
0.01%
▲ 39.14%
2
Buy
Apr 18, 2024
Hodges Blue Chip Equity Income Fund
0.02%
▲ 21.83%
2
Buy
Apr 18, 2024
IMPINJ
0.14%
▲ 101.57%
2
Buy
Apr 18, 2024
Fidelity Advisor Asset Manager 30%: Class I
0.01%
▲ 8.88%
2
Buy
Apr 18, 2024
Table Trac
0.01%
▼ 8.15%
2
Buy
Apr 18, 2024
Greenspring Fund Inc.
0.02%
▲ 13.80%
2
Buy
Apr 18, 2024
Visa
0.21%
▲ 2.01%
1
Open
Apr 18, 2024
Visa
0.16%
▲ 0.24%
1
Open
Apr 18, 2024
DANONE SA
0.05%
▲ 13.24%
1
Open
Apr 18, 2024
Enterprise Products Partners
0.02%
▲ 7.47%
1
Open
Apr 18, 2024
Enphase Energy
0.09%
▲ 9.68%
1
Open
Apr 18, 2024