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Individual - New Portfolio

PerformancePortfolio Details

Individual
Individual Investor
Ranked #34,420 out of 770,014 TipRanks' Investors
Success Rate
76%
53 out of 70
profitable transactions
Average Return
37.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.32%
6-Month Return▲ 13.26%
12-Month Return▲ 24.69%
YTD Return▲ 19.13%
Total Return▲ 44.12%

Best Trade

AssetVerizon (VZ)
Opened at
Closed at-
Gain▲ 812.64%

Bio

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 4.18%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.34%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.93%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.10%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.73%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.59%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 3.34%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 7.67%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.18%
▲ 11.46%▲ 5.06%▲ 3.34%
▼ 2.25%▲ 3.53%▼ 0.93%
▲ 25.72%▲ 1.21%▲ 4.10%
▼ 4.22%▲ 2.34%▲ 5.73%
▲ 7.82%▲ 2.10%▼ 0.59%
▲ 5.70%▼ 0.89%▼ 3.34%
▲ 31.73%▲ 4.73%▲ 7.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VZ
Verizon
2.62%
▲ 173.29%
5
Buy
Nov 01, 2024
KO
Coca-Cola
4.41%
▲ 12.93%
7
Buy
Oct 02, 2024
HSY
The Hershey Company
1.37%
▼ 3.91%
6
Buy
Sep 17, 2024
NEE
NextEra Energy
2.08%
▲ 10.98%
6
Buy
Sep 17, 2024
GOOGL
Alphabet Class A
9.76%
▲ 32.52%
3
Buy
Sep 17, 2024
SSNC
SS&C Technologies Holdings
5.65%
▲ 36.74%
10
Buy
Sep 16, 2024
WMT
Walmart
3.23%
▲ 71.70%
8
Buy
Sep 03, 2024
SBUX
Starbucks
2.09%
▲ 5.78%
4
Buy
Aug 30, 2024
DIS
Walt Disney
6.42%
▲ 26.53%
4
Buy
Jul 29, 2024
PYPL
PayPal Holdings
―
▼ 16.78%
3
Close
May 16, 2024
ATHA
Athira Pharma
0.38%
▼ 83.22%
2
Buy
Mar 11, 2024
NOVA
Sunnova Energy International
1.62%
▼ 4.20%
1
Buy
Mar 11, 2024
VOR
Vor Biopharma
0.48%
▼ 61.33%
1
Buy
Feb 21, 2024
NIO
Nio
1.03%
▼ 22.62%
1
Buy
Feb 21, 2024
EXPE
Expedia
3.71%
▲ 35.55%
1
Buy
Feb 14, 2024
CRM
Salesforce
3.2%
▲ 18.48%
1
Buy
Feb 14, 2024
PANW
Palo Alto Networks
9.94%
▲ 137.91%
1
Buy
Feb 12, 2024
CRWD
CrowdStrike Holdings
11.18%
▲ 131.59%
1
Buy
Feb 12, 2024
DLO
DLocal
1.5%
▼ 31.34%
1
Buy
Dec 20, 2023
SNOW
Snowflake
1.84%
▼ 13.87%
1
Buy
Dec 20, 2023