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New Portfolio - New Portfolio

PerformancePortfolio Details

Dan

New Portfolio
Individual Investor
Ranked #297,092 out of 757,311 TipRanks' Investors
Success Rate
56%
13 out of 23
profitable transactions
Average Return
6.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.03%
6-Month Return▼ 7.44%
12-Month Return-
YTD Return▲ 9.90%
Total Return▲ 9.90%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 130.96%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 11.36%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.33%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.00%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.51%
May 2024
▼ 2.25%
▲ 3.53%
▼ 7.27%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 10.83%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.56%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 4.19%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 11.36%
▲ 5.05%▲ 3.27%▲ 5.33%
▼ 12.40%▼ 4.03%▼ 7.00%
▲ 11.46%▲ 5.06%▲ 2.51%
▼ 2.25%▲ 3.53%▼ 7.27%
▲ 25.76%▲ 1.21%▲ 10.83%
▼ 4.21%▲ 2.34%▼ 0.56%
▲ 2.65%▼ 0.40%▼ 4.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SIRI
Sirius XM Holdings
9.09%
▼ 20.03%
1
Open
Aug 14, 2024
BSX
Boston Scientific
―
▲ 30.69%
2
Close
Jul 18, 2024
QS
QuantumScape
―
▼ 3.79%
2
Close
Jul 18, 2024
QUBT
Quantum Computing
―
▼ 22.00%
2
Close
Jul 18, 2024
QBTS
D-Wave Quantum
―
▲ 30.33%
2
Close
Jul 18, 2024
IONQ
IonQ
―
▼ 31.58%
2
Close
Jul 18, 2024
MYO
Myomo
―
▲ 52.55%
2
Close
Jul 18, 2024
ARVN
Arvinas Holding Company
―
▼ 30.39%
2
Close
Jul 18, 2024
STRL
Sterling Construction
―
▲ 54.98%
2
Close
Jul 18, 2024
VIRC
Virco Manufacturing
―
▲ 37.39%
2
Close
Jul 18, 2024
VTSI
VirTra
―
▼ 25.11%
2
Close
Jul 18, 2024
INMD
InMode
―
▼ 23.79%
2
Close
Jul 18, 2024
EPRT
Essential Properties Realty
―
▲ 10.48%
2
Close
Jul 18, 2024
DIS
Walt Disney
9.09%
▼ 3.32%
1
Open
Jul 18, 2024
META
Meta Platforms
9.09%
▲ 13.16%
1
Open
Jul 18, 2024
SOFI
SoFi Technologies
9.09%
▲ 7.70%
1
Open
Jul 18, 2024
DNUT
Krispy Kreme
9.09%
▲ 8.70%
1
Open
Jul 18, 2024
MCD
McDonald's
9.09%
▲ 13.18%
1
Open
Jul 18, 2024
CLSK
Cleanspark
9.09%
▼ 48.21%
1
Open
Jul 18, 2024
NKE
Nike
9.09%
▲ 8.00%
1
Open
Jul 04, 2024