Kapil-Invest - New Portfolio

kapilralli@gmail.com

Kapil-Invest
Individual Investor
Ranked #397,008 out of 757,492 TipRanks' Investors
Success Rate
35%
78 out of 226
profitable transactions
Average Return
-0.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 40.01%
6-Month Return▲ 45.96%
12-Month Return-
YTD Return▲ 44.50%
Total Return▲ 49.66%

Best Trade

Opened at
Closed at
Gain▲ 125.07%

Bio

Performance

34.78%0-34.78%
▲ 14.08%
▲ 5.22%
▲ 2.36%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 1.62%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.77%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.76%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.36%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.47%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 8.85%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 34.78%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 2.36%
▲ 5.05%▲ 3.27%▼ 1.62%
▼ 12.40%▼ 4.03%▼ 6.77%
▲ 11.46%▲ 5.06%▲ 1.76%
▼ 2.25%▲ 3.53%▼ 1.36%
▲ 25.76%▲ 1.21%▲ 5.47%
▼ 4.21%▲ 2.34%▲ 8.85%
▲ 2.65%▼ 0.40%▲ 34.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BioAtla
10.4%
▲ 4.36%
2
Buy
Sep 06, 2024
Cormedix
20.1%
▲ 41.22%
2
Buy
Sep 06, 2024
American Well
21.34%
▼ 16.57%
2
Close
Sep 06, 2024
Immuneering
45.69%
▲ 31.88%
2
Close
Sep 06, 2024
Taiwan Semiconductor Manufacturing
▲ 50.25%
3
Sell
Aug 08, 2024
Global X Robotics & Artificial Intelligence ETF
▼ 3.15%
7
Sell
Aug 08, 2024
Technology Select Sector SPDR Fund
▲ 4.78%
4
Sell
Aug 08, 2024
Turkcell Iletisim
▲ 43.23%
3
Sell
Aug 08, 2024
Publicis Groupe SA
▼ 1.53%
2
Close
Aug 08, 2024
Occidental Petroleum
▼ 3.70%
3
Sell
Aug 08, 2024
BNY Mellon Technology Growth Fund Class A
▼ 2.53%
2
Sell
Aug 08, 2024
Virtus AllianzGI Technology Fund Class A
▼ 0.10%
2
Sell
Aug 08, 2024
Truth Social
▼ 45.97%
2
Sell
Aug 08, 2024
Roundhill Generative AI & Technology ETF
▼ 8.11%
3
Sell
Aug 08, 2024
Carclo plc
▲ 36.99%
2
Sell
Aug 08, 2024
Burlington Stores
▲ 4.27%
2
Sell
Aug 08, 2024
Lantern Pharma
▲ 14.69%
3
Close
Jun 19, 2024
Coupang
▲ 5.93%
4
Close
Jun 19, 2024
Summit Therapeutics
▲ 2.86%
2
Sell
Jun 19, 2024
Laird Superfood
▼ 2.58%
2
Sell
Jun 19, 2024