New Portfolio - New Portfolio

AS FAR AS YOU KNOW

New Portfolio
Individual Investor
Ranked #75,555 out of 757,311 TipRanks' Investors
Success Rate
69%
85 out of 123
profitable transactions
Average Return
6.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.98%
6-Month Return▲ 7.77%
12-Month Return-
YTD Return▲ 21.20%
Total Return▲ 21.20%

Best Trade

Opened at
Closed at-
Gain▲ 102.16%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 9.64%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.32%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.74%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.62%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.11%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 0.48%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.18%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 0.53%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 9.64%
▲ 5.05%▲ 3.27%▲ 4.32%
▼ 12.40%▼ 4.03%▼ 5.74%
▲ 11.46%▲ 5.06%▲ 3.62%
▼ 2.25%▲ 3.53%▲ 4.11%
▲ 25.76%▲ 1.21%▲ 0.48%
▼ 4.21%▲ 2.34%▲ 4.18%
▲ 1.03%▼ 0.11%▼ 0.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
General Dynamics
0%
▲ 2.53%
1
Open
Sep 03, 2024
Nvidia
0%
▲ 2.53%
3
Open
Aug 29, 2024
Tetra Tech
▼ 0.30%
2
Close
Aug 29, 2024
Broadcom
▲ 31.70%
4
Close
Aug 22, 2024
Fidelity New Millennium Fund
▲ 3.19%
2
Close
Aug 22, 2024
Health Care Services Portfolio
▲ 5.27%
2
Close
Aug 22, 2024
Fidelity 500 Index Fund
▲ 4.96%
2
Close
Aug 22, 2024
Fidelity Select Technology
▲ 5.78%
2
Close
Aug 22, 2024
Fidelity Select Pharmaceuticals
▲ 9.31%
2
Close
Aug 22, 2024
Fidelity Fundamental Large Cap Core ETF
▲ 2.99%
2
Close
Aug 22, 2024
iShares Morningstar Small Cap Value ETF
▼ 0.58%
2
Close
Aug 22, 2024
Consumer Discretionary Select Sector SPDR Fund
0%
▲ 4.58%
1
Open
Aug 22, 2024
Fidelity Select Industrials
0%
▲ 3.54%
1
Open
Aug 22, 2024
AGNC Investment
0%
▲ 6.79%
1
Open
Aug 22, 2024
Zeta Global Holdings Corp
0%
▲ 15.38%
3
Open
Aug 12, 2024
iShares BBB Rated Corporate Bond ETF
▲ 3.86%
2
Close
Jul 30, 2024
SPDR Portfolio Corporate Bond ETF
▲ 4.09%
2
Close
Jul 30, 2024
Goldman Sachs MarketBeta Emerging Markets Equity ETF
▲ 4.74%
2
Close
Jul 24, 2024
SPDR Portfolio Europe ETF
▲ 3.25%
2
Close
Jul 24, 2024
Fidelity Pacific-Basin Fund
▼ 0.06%
2
Close
Jul 24, 2024