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New Portfolio Dec 2023
- New Portfolio
Performance
Portfolio Details
Rafi Massarwa
New Portfolio Dec 2023
Individual Investor
Ranked #49,593 out of 769,603 TipRanks' Investors
Success Rate
76%
149 out of 196
profitable transactions
Average Return
9.74%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 1.15%
6-Month Return
▲ 26.86%
12-Month Return
-
YTD Return
▲ 33.04%
Total Return
▲ 41.92%
Best Trade
Asset
Enovix (ENVX)
Opened at
Mar 14, 2024
Closed at
Jun 19, 2024
Gain
▲ 60.57%
Bio
I will beat the market by all means - that's my #1 goal. My history will remain my Leason & Learn
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
37.60%
0
-37.60%
▼ 12.40%
▼ 4.03%
▼ 7.48%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 16.15%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.90%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 11.08%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.04%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.07%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 4.56%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
▼ 7.48%
▲ 11.46%
▲ 5.06%
▲ 16.15%
▼ 2.25%
▲ 3.53%
▲ 2.90%
▲ 25.72%
▲ 1.21%
▲ 11.08%
▼ 4.22%
▲ 2.34%
▲ 2.34%
▲ 7.82%
▲ 2.10%
▲ 3.04%
▲ 5.70%
▼ 0.89%
▼ 2.07%
▲ 37.60%
▲ 4.40%
▲ 4.56%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ADBE
Adobe
4.01%
▲ 1.40%
19
Sell
Nov 22, 2024
RIVN
Rivian Automotive
3.13%
▼ 34.17%
3
Buy
Nov 19, 2024
ENVX
Enovix
20.36%
▲ 14.23%
25
Buy
Nov 16, 2024
BABA
Alibaba
―
▲ 33.52%
12
Close
Nov 15, 2024
DG
Dollar General
5.02%
▼ 2.47%
8
Buy
Nov 11, 2024
DIS
Walt Disney
1.44%
▲ 23.34%
6
Sell
Nov 06, 2024
SMCI
Super Micro Computer
―
▼ 16.24%
2
Close
Nov 05, 2024
RACE
Ferrari
5.73%
▼ 4.42%
2
Buy
Nov 05, 2024
NKE
Nike
3.91%
▼ 5.55%
8
Buy
Oct 31, 2024
PYPL
PayPal Holdings
2.84%
▲ 31.84%
23
Open
Oct 29, 2024
IWM
iShares Russell 2000 ETF
8.95%
▲ 12.79%
11
Sell
Oct 29, 2024
ENPH
Enphase Energy
2.45%
▲ 1.04%
14
Buy
Oct 24, 2024
VIG
Vanguard Dividend Appreciation ETF
4.12%
▲ 9.81%
8
Buy
Oct 24, 2024
VOO
Vanguard S&P 500 ETF
4.58%
▲ 12.41%
9
Buy
Oct 24, 2024
SCHD
Schwab US Dividend Equity ETF
4.62%
▲ 8.31%
7
Buy
Oct 24, 2024
BRK.B
Berkshire Hathaway B
2.34%
▲ 8.40%
6
Buy
Oct 24, 2024
VGT
Vanguard Information Technology ETF
6.04%
▲ 12.58%
6
Buy
Oct 24, 2024
VYMI
Vanguard International High Dividend Yield ETF
1.42%
▲ 1.43%
6
Buy
Oct 24, 2024
VYM
Vanguard High Dividend Yield Index ETF
0.84%
▲ 5.85%
4
Buy
Oct 24, 2024
XAIR
Beyond Air
―
▲ 6.80%
8
Close
Oct 24, 2024
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