New Portfolio Dec 2023 - New Portfolio

Rafi Massarwa

New Portfolio Dec 2023
Individual Investor
Ranked #30,960 out of 757,492 TipRanks' Investors
Success Rate
79%
116 out of 147
profitable transactions
Average Return
8.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.42%
6-Month Return▲ 23.82%
12-Month Return-
YTD Return▲ 26.70%
Total Return▲ 35.16%

Best Trade

Opened at
Closed at
Gain▲ 60.57%

Bio

Just an investor

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 3.06%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.75%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.48%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 16.15%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.79%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 11.08%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.34%
Aug 2024
▲ 5.59%
▲ 1.30%
▲ 0.58%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 3.06%
▲ 5.05%▲ 3.27%▲ 0.75%
▼ 12.40%▼ 4.03%▼ 7.48%
▲ 11.46%▲ 5.06%▲ 16.15%
▼ 2.25%▲ 3.53%▲ 2.79%
▲ 25.76%▲ 1.21%▲ 11.08%
▼ 4.21%▲ 2.34%▲ 2.34%
▲ 5.59%▲ 1.30%▲ 0.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PayPal Holdings
1.71%
▲ 28.71%
20
Sell
Sep 19, 2024
Adobe
4.9%
▲ 2.53%
14
Buy
Sep 19, 2024
Alphabet Class C
0%
▲ 10.41%
5
Sell
Sep 17, 2024
Alibaba
0%
▲ 23.91%
10
Sell
Sep 16, 2024
Enovix
3.56%
▲ 14.75%
19
Sell
Sep 16, 2024
Salesforce
0%
▲ 9.39%
5
Sell
Sep 16, 2024
SoFi Technologies
0%
▼ 2.28%
9
Sell
Sep 16, 2024
United Airlines Holdings
0%
▲ 12.04%
2
Sell
Sep 09, 2024
Vanguard High Dividend Yield Index ETF
0.33%
▲ 2.35%
2
Buy
Sep 07, 2024
Vanguard S&P 500 ETF
4.42%
▲ 10.00%
7
Buy
Sep 06, 2024
Walt Disney
1.78%
▼ 0.34%
5
Buy
Sep 06, 2024
Invesco QQQ Trust
3.49%
▲ 3.75%
2
Buy
Sep 06, 2024
iShares Russell 2000 ETF
9.26%
▲ 6.34%
8
Buy
Sep 06, 2024
Vanguard Information Technology ETF
3.38%
▲ 7.94%
4
Buy
Sep 06, 2024
Nvidia
6.34%
▲ 15.23%
11
Buy
Sep 03, 2024
Nike
6.3%
▼ 13.52%
3
Sell
Aug 31, 2024
Vanguard Dividend Appreciation ETF
4.3%
▲ 10.38%
6
Buy
Aug 29, 2024
Schwab US Dividend Equity ETF
4.46%
▲ 5.03%
5
Buy
Aug 29, 2024
Berkshire Hathaway B
1.41%
▲ 6.37%
4
Buy
Aug 29, 2024
Vanguard International High Dividend Yield ETF
1.14%
▲ 7.39%
4
Buy
Aug 29, 2024