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New Portfolio - New Portfolio

PerformancePortfolio Details

New Portfolio
Individual Investor
Ranked #424,326 out of 783,079 TipRanks' Investors
Success Rate
48%
14 out of 29
profitable transactions
Average Return
0.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.24%
6-Month Return▲ 23.33%
12-Month Return-
YTD Return▲ 6.07%
Total Return▲ 10.28%

Best Trade

AssetWalmart (WMT)
Opened at
Closed at-
Gain▲ 74.18%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.41%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.80%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 7.55%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 7.93%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 1.13%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.23%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 6.92%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 6.07%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.41%
▲ 8.13%▲ 1.21%▲ 3.80%
▼ 13.14%▲ 2.34%▲ 7.55%
▲ 2.93%▲ 2.10%▲ 7.93%
▲ 9.99%▼ 0.89%▲ 1.13%
▲ 26.04%▲ 5.96%▲ 5.23%
▲ 5.93%▼ 2.41%▼ 6.92%
▲ 2.91%▲ 3.15%▲ 6.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BRY
Berry Petroleum
0.45%
▼ 0.88%
1
Open
Jan 26, 2025
PLUG
Plug Power
0.74%
▼ 19.67%
1
Open
Jan 17, 2025
BHP
BHP Group
9.54%
▼ 11.17%
3
Buy
Jan 16, 2025
TRIN
Trinity Capital
0.73%
▲ 2.67%
1
Open
Jan 15, 2025
ZION
Zions Bancorporation National Association
2.82%
▲ 2.28%
1
Open
Jan 14, 2025
KO
Coca-Cola
3.07%
▲ 6.37%
3
Sell
Jan 13, 2025
SONY
Sony Group
2.16%
▲ 3.41%
1
Open
Jan 02, 2025
SOUN
SoundHound AI, Inc Class A
2.73%
▼ 18.13%
2
Buy
Dec 26, 2024
RGFC
Real Good Food Company
0.07%
▼ 93.55%
1
Open
Dec 12, 2024
STNG
Scorpio Tankers
4.67%
▼ 4.02%
1
Open
Dec 12, 2024
WMT
Walmart
19.06%
▲ 68.82%
4
Buy
May 04, 2024
O
Realty Income
2.64%
▲ 7.14%
2
Buy
Apr 22, 2024
AFL
AFLAC
5.26%
▲ 34.54%
2
Buy
Apr 11, 2024
AMLX
Amylyx Pharmaceuticals Inc
0.34%
▼ 15.58%
2
Buy
Apr 11, 2024
SIM
Grupo Simec SA De CV
1.26%
▼ 22.23%
2
Buy
Apr 07, 2024
STRS
Stratus Properties
0.93%
▼ 14.94%
1
Open
Mar 26, 2024
PEP
PepsiCo
7.35%
▼ 10.84%
1
Open
Mar 25, 2024
ATEC
Alphatec Holdings
―
▼ 4.45%
2
Close
Mar 07, 2024
BRBR
BellRing Brands
―
▼ 2.17%
2
Close
Feb 19, 2024