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AFSIR II - New Portfolio

AFSIR II
Individual Investor
Ranked #198,215 out of 788,174 TipRanks' Investors
Success Rate
62%
33 out of 53
profitable transactions
Average Return
15.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.68%
6-Month Return▲ 22.69%
12-Month Return▲ 22.57%
YTD Return▲ 9.77%
Total Return▲ 27.39%

Best Trade

Opened at
Closed at-
Gain▲ 117.95%

Bio

Adapt. Focus. Strategize. Repeat

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 4.84%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.74%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.81%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 3.14%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 14.49%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 5.90%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 0.08%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 9.68%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.84%
▼ 13.14%▲ 2.34%▲ 0.74%
▲ 2.93%▲ 2.10%▲ 3.81%
▲ 9.99%▼ 0.89%▼ 3.14%
▲ 26.03%▲ 5.96%▲ 14.49%
▲ 5.97%▼ 2.41%▼ 5.90%
▲ 5.25%▲ 2.69%▲ 0.08%
▼ 9.08%▲ 1.42%▲ 9.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Qualcomm
8.31%
▲ 18.84%
5
Sell
Jan 28, 2025
Petroleo Brasileiro SA- Petrobras
▲ 10.03%
3
Close
Jan 28, 2025
Kohl's
▼ 35.10%
4
Close
Jan 28, 2025
Intel
5.43%
▲ 18.23%
2
Buy
Jan 28, 2025
Nvidia
3.49%
▲ 5.86%
2
Buy
Jan 28, 2025
Micron
3.58%
▲ 10.39%
2
Buy
Jan 28, 2025
CrowdStrike Holdings
5.86%
▲ 90.59%
3
Sell
Jan 10, 2025
Air Transport Services
▲ 61.05%
7
Close
Nov 13, 2024
Generac Holdings
4.77%
▲ 12.78%
3
Sell
Nov 13, 2024
Cemex SAB
4.73%
▲ 7.82%
4
Open
Nov 13, 2024
Occidental Petroleum
8.3%
▲ 2.36%
1
Open
Nov 13, 2024
O-I Glass
4.65%
▼ 7.91%
1
Open
Nov 13, 2024
Unity Software
6.07%
▲ 27.26%
7
Sell
Sep 03, 2024
Embraer SA
▲ 77.89%
7
Close
Aug 29, 2024
Nutrien
▼ 9.01%
3
Close
Aug 08, 2024
GoodYear Tire
9.45%
▲ 0.12%
5
Buy
Aug 08, 2024
Walgreens Boots Alliance
▼ 19.72%
6
Close
Aug 01, 2024
Magna International
7.09%
▼ 17.18%
3
Buy
Jul 30, 2024
JetBlue Airways
▲ 19.83%
4
Close
Jul 30, 2024
Arrow Electronics
3.3%
▼ 3.94%
3
Buy
Apr 29, 2024