New Portfolio Dec 2023 - New Portfolio

jon

New Portfolio Dec 2023
Individual Investor
Ranked #53,161 out of 757,311 TipRanks' Investors
Success Rate
75%
65 out of 87
profitable transactions
Average Return
6.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.31%
6-Month Return▲ 6.36%
12-Month Return-
YTD Return▲ 10.39%
Total Return▲ 16.73%

Best Trade

Opened at
Closed at-
Gain▲ 45.37%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 4.52%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.19%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.00%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.81%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.23%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 0.34%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.65%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 0.90%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 4.52%
▲ 5.05%▲ 3.27%▲ 3.19%
▼ 12.40%▼ 4.03%▼ 4.00%
▲ 11.46%▲ 5.06%▲ 4.81%
▼ 2.25%▲ 3.53%▲ 3.23%
▲ 25.76%▲ 1.21%▲ 0.34%
▼ 4.21%▲ 2.34%▲ 0.65%
▲ 1.03%▼ 0.11%▼ 0.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares Semiconductor ETF
▲ 26.69%
3
Close
Sep 19, 2024
Vanguard Growth ETF
▲ 17.81%
5
Close
Sep 19, 2024
WisdomTree Japan Hedged SmallCap Equity Fund
▲ 4.38%
5
Close
Sep 19, 2024
GigaCloud Technology, Inc. Class A
▼ 46.57%
3
Close
Sep 19, 2024
ProShares UltraPro Short QQQ
▼ 10.35%
3
Close
Sep 19, 2024
Pilgrim's Pride
0.6%
▲ 1.66%
1
Open
Sep 17, 2024
BlackRock Science & Technology Trust
1.8%
▲ 0.24%
10
Buy
Sep 06, 2024
VanEck Semiconductor ETF
1.33%
▲ 2.85%
1
Open
Sep 04, 2024
Synchrony Financial
0.56%
▼ 0.61%
1
Open
Sep 04, 2024
GraniteShares 1.5x Long NVDA Daily ETF
3.05%
▼ 18.92%
2
Sell
Aug 28, 2024
YieldMax Ultra Option Income Strategy ETF
2.08%
▼ 5.98%
2
Sell
Aug 26, 2024
YieldMax NVDA Option Income Strategy ETF
2.56%
▼ 3.85%
1
Open
Aug 26, 2024
Zeta Global Holdings Corp
0.63%
▲ 13.78%
1
Open
Aug 17, 2024
Realty Income
1.98%
▲ 12.14%
4
Buy
Aug 14, 2024
Schwab US Dividend Equity ETF
1.71%
▲ 11.38%
3
Buy
Aug 14, 2024
REX FANG & Innovation Equity Premium Income ETF
2.26%
▲ 1.63%
3
Buy
Aug 13, 2024
ProShares UltraPro QQQ
3.12%
▲ 12.65%
4
Open
Aug 09, 2024
Utilities Select Sector SPDR Fund
12.49%
▲ 8.61%
1
Open
Aug 05, 2024
Reinsurance Group
0.6%
▼ 1.59%
1
Open
Aug 01, 2024
Invesco S&P MidCap Momentum ETF
4.27%
▲ 1.87%
1
Open
Jul 18, 2024