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New Portfolio Jan 2024 - New Portfolio
FinDir81
New Portfolio Jan 2024Individual Investor
Ranked #306,258 out of 793,704 TipRanks' Investors
Success Rate
31 out of 58
profitable transactions
profitable transactions
Average Return
6.38%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.93%
6-Month Return▼ 3.13%
12-Month Return▲ 5.64%
YTD Return▼ 8.87%
Total Return▲ 21.79%
Best Trade
Bio
Good Luck!
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 0.53%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.02%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.31%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.37%
Nov 2024
▲ 5.34%
▼ 2.41%
▲ 1.81%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 3.77%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.65%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 5.93%
Mar 2025
▼ 13.14%▲ 2.34%▲ 0.53%
▲ 2.93%▲ 2.10%▲ 2.02%
▲ 10.00%▼ 0.89%▼ 0.31%
▲ 26.01%▲ 5.96%▲ 4.37%
▲ 5.34%▼ 2.41%▲ 1.81%
▲ 5.88%▲ 2.69%▲ 3.77%
▼ 12.86%▼ 1.27%▼ 6.65%
▲ 5.30%▼ 4.02%▼ 5.93%
Recent Activity
Invesco Dynamic Semiconductors ETF
2.84%
▼ 10.95%
8
Buy
Jan 28, 2025
iShares Semiconductor ETF
2.76%
▼ 8.48%
6
Buy
Jan 28, 2025
SPDR S&P Semiconductor ETF
2.67%
▼ 9.48%
5
Buy
Jan 28, 2025
VanEck Semiconductor ETF
2.74%
▲ 3.90%
3
Buy
Jan 28, 2025
Mastercard
―
▲ 25.10%
3
Close
Nov 22, 2024
Invesco QQQ Trust
20.22%
▲ 10.39%
4
Buy
Nov 18, 2024
Vanguard S&P 500 ETF
16.69%
▲ 8.41%
4
Buy
Nov 08, 2024
Alphabet Class C
12.32%
▲ 1.85%
8
Buy
Sep 26, 2024
Microsoft
8.82%
▼ 4.69%
4
Buy
Sep 26, 2024
iShares Short Treasury Bond ETF
―
▲ 0.52%
2
Close
Sep 20, 2024
Visa
―
▲ 11.35%
3
Close
Sep 07, 2024
Apple
3.64%
▲ 22.22%
2
Sell
Aug 19, 2024
TSMC
―
▲ 38.71%
2
Close
Apr 29, 2024
FedEx
―
▲ 7.90%
2
Close
Apr 29, 2024
RTX
―
▲ 20.45%
3
Close
Apr 27, 2024
Goldman Sachs Group
0.59%
▲ 50.68%
1
Open
Jan 03, 2024
iShares 20+ Year Treasury Bond ETF
2.71%
▼ 5.61%
1
Open
Jan 03, 2024
Morgan Stanley
0.81%
▲ 35.08%
1
Open
Jan 03, 2024
JPMorgan Chase
5.34%
▲ 49.04%
1
Open
Jan 03, 2024
Bank of America
3.37%
▲ 30.99%
1
Open
Jan 03, 2024