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New Portfolio - New Portfolio

PerformancePortfolio Details

AS FAR AS YOU KNOW

New Portfolio
Individual Investor
Ranked #147,399 out of 788,174 TipRanks' Investors
Success Rate
66%
125 out of 189
profitable transactions
Average Return
6.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.57%
6-Month Return▲ 11.60%
12-Month Return▲ 22.48%
YTD Return▲ 7.13%
Total Return▲ 33.39%

Best Trade

AssetFusion Phar... (FUSN)
Opened at
Closed at-
Gain▲ 102.16%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 0.48%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 4.18%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.92%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.89%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.26%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.75%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.39%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 1.65%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 0.48%
▼ 13.14%▲ 2.34%▲ 4.18%
▲ 2.93%▲ 2.10%▲ 0.92%
▲ 9.99%▼ 0.89%▲ 0.89%
▲ 26.03%▲ 5.96%▲ 5.26%
▲ 5.97%▼ 2.41%▼ 4.75%
▲ 5.25%▲ 2.69%▲ 5.39%
▼ 9.08%▲ 1.42%▲ 1.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UNH
UnitedHealth
0%
▼ 0.29%
5
Open
Feb 20, 2025
CVX
Chevron
―
▼ 3.84%
4
Close
Feb 06, 2025
MSFT
Microsoft
―
▼ 6.21%
2
Close
Feb 06, 2025
BA
Boeing
0%
▼ 2.12%
1
Open
Feb 06, 2025
FBTC
Fidelity Wise Origin Bitcoin Fund
―
▲ 1.65%
2
Close
Feb 05, 2025
GE
GE Aerospace
0%
▲ 6.19%
3
Open
Jan 22, 2025
BAC
Bank of America
0%
▲ 4.54%
3
Open
Jan 22, 2025
JNJ
Johnson & Johnson
―
▼ 2.65%
2
Close
Jan 22, 2025
VST
Vistra Energy
―
▲ 11.90%
4
Close
Jan 13, 2025
COP
Conocophillips
―
▲ 4.15%
2
Close
Jan 13, 2025
PG
Procter & Gamble
―
▼ 3.01%
2
Close
Dec 30, 2024
VOOV
Vanguard S&P 500 Value ETF
―
▼ 4.15%
2
Close
Dec 25, 2024
OCUL
Ocular Therapeutix
―
▲ 10.82%
10
Close
Dec 10, 2024
VKTX
Viking Therapeutics
―
▼ 7.44%
6
Close
Dec 10, 2024
AMZN
Amazon
0%
▲ 6.72%
3
Open
Dec 10, 2024
JPM
JPMorgan Chase & Co.
0%
▲ 6.75%
3
Open
Dec 10, 2024
ZETA
Zeta Global Holdings Corp
―
▼ 7.64%
5
Close
Dec 10, 2024
XLY
Consumer Discretionary Select Sector SPDR Fund
―
▲ 11.02%
4
Close
Dec 10, 2024
TVTX
Travere Therapeutics
―
▲ 7.51%
2
Close
Dec 10, 2024
VRNA
Verona Pharma
―
▲ 2.26%
2
Close
Dec 10, 2024