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New Portfolio - New Portfolio

PerformancePortfolio Details

Dan

New Portfolio
Individual Investor
Ranked #344,072 out of 780,819 TipRanks' Investors
Success Rate
52%
12 out of 23
profitable transactions
Average Return
12.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.18%
6-Month Return▲ 7.77%
12-Month Return▲ 29.63%
YTD Return▲ 0.77%
Total Return▲ 24.90%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 172.13%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 7.27%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 10.83%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.56%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.54%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 5.24%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 12.34%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 9.10%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 0.77%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 7.27%
▲ 8.13%▲ 1.21%▲ 10.83%
▼ 13.14%▲ 2.34%▼ 0.56%
▲ 2.93%▲ 2.10%▲ 0.54%
▲ 10.00%▼ 0.89%▲ 5.24%
▲ 26.04%▲ 5.96%▲ 12.34%
▲ 5.93%▼ 2.41%▼ 9.10%
▲ 9.79%▲ 0.95%▲ 0.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SIRI
Sirius XM Holdings
9.09%
▼ 23.84%
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
―
▲ 10.49%
2
Close
Jul 18, 2024
DIS
Walt Disney
9.09%
▲ 10.48%
1
Open
Jul 18, 2024
META
Meta Platforms
9.09%
▲ 28.69%
1
Open
Jul 18, 2024
SOFI
SoFi Technologies
9.09%
▲ 116.47%
1
Open
Jul 18, 2024
DNUT
Krispy Kreme
9.09%
▼ 23.32%
1
Open
Jul 18, 2024
MCD
McDonald's
9.09%
▲ 9.07%
1
Open
Jul 18, 2024
CLSK
Cleanspark
9.09%
▼ 34.51%
1
Open
Jul 18, 2024
NKE
Nike
9.09%
▼ 4.58%
1
Open
Jul 04, 2024