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New Portfolio - New Portfolio

AS FAR AS YOU KNOW

New Portfolio
Individual Investor
Ranked #149,978 out of 793,101 TipRanks' Investors
Success Rate
64%
122 out of 192
profitable transactions
Average Return
5.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.96%
6-Month Return▲ 2.55%
12-Month Return▲ 11.58%
YTD Return▲ 2.27%
Total Return▲ 26.69%

Best Trade

Opened at
Closed at-
Gain▲ 102.16%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 4.18%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.92%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.89%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.26%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 5.22%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 6.16%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.32%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 2.37%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 4.18%
▲ 2.93%▲ 2.10%▲ 0.92%
▲ 10.00%▼ 0.89%▲ 0.89%
▲ 26.01%▲ 5.96%▲ 5.26%
▲ 5.39%▼ 2.41%▼ 5.22%
▲ 5.83%▲ 2.69%▲ 6.16%
▼ 12.86%▼ 1.27%▼ 1.32%
▲ 2.82%▼ 4.80%▼ 2.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UnitedHealth
▼ 2.15%
6
Close
Feb 26, 2025
Fidelity Enhanced Large Cap Growth ETF
▲ 14.85%
3
Close
Feb 26, 2025
Bank of America
▲ 3.69%
4
Close
Feb 26, 2025
Fidelity Select Financial Services
▲ 11.77%
3
Close
Feb 26, 2025
Fidelity Blue Chip Growth ETF
▼ 2.04%
4
Close
Feb 26, 2025
Baron Durable Advantage Fund Retail Shares
▲ 5.08%
3
Close
Feb 26, 2025
Fidelity Select Industrials
▼ 0.51%
3
Close
Feb 26, 2025
Vanguard Russell 1000 Growth ETF
▲ 7.62%
2
Close
Feb 26, 2025
Interactive Brokers
▲ 40.98%
2
Close
Feb 26, 2025
Fidelity MSCI Information Technology Index ETF
▼ 2.13%
2
Close
Feb 26, 2025
Boeing
▼ 6.36%
2
Close
Feb 26, 2025
GE Vernova Inc.
0%
▲ 2.48%
1
Open
Feb 26, 2025
Oracle
0%
▼ 10.20%
1
Open
Feb 26, 2025
Chevron
▼ 3.84%
4
Close
Feb 06, 2025
Microsoft
▼ 6.21%
2
Close
Feb 06, 2025
Fidelity Wise Origin Bitcoin Fund
▲ 1.65%
2
Close
Feb 05, 2025
GE Aerospace
0%
▲ 10.12%
3
Open
Jan 22, 2025
Johnson & Johnson
▼ 2.65%
2
Close
Jan 22, 2025
Vistra Energy
▲ 11.90%
4
Close
Jan 13, 2025
Conocophillips
▲ 4.15%
2
Close
Jan 13, 2025