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Individual - New Portfolio

PerformancePortfolio Details

Individual
Individual Investor
Ranked #35,931 out of 788,370 TipRanks' Investors
Success Rate
70%
56 out of 80
profitable transactions
Average Return
41.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.35%
6-Month Return▲ 8.52%
12-Month Return▲ 18.83%
YTD Return▲ 6.22%
Total Return▲ 50.34%

Best Trade

AssetVerizon (VZ)
Opened at
Closed at-
Gain▲ 787.32%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 4.09%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 5.73%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.59%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 3.34%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 9.05%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 3.03%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.07%
Jan 2025
▼ 10.49%
▼ 0.31%
▲ 3.06%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.09%
▼ 13.14%▲ 2.34%▲ 5.73%
▲ 2.93%▲ 2.10%▼ 0.59%
▲ 9.99%▼ 0.89%▼ 3.34%
▲ 26.03%▲ 5.96%▲ 9.05%
▲ 5.94%▼ 2.41%▼ 3.03%
▲ 5.25%▲ 2.69%▲ 3.07%
▼ 10.49%▼ 0.31%▲ 3.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VZ
Verizon
2.44%
▲ 139.58%
6
Buy
Feb 03, 2025
DIS
Walt Disney
5.77%
▲ 15.71%
5
Buy
Jan 16, 2025
WMT
Walmart
3.2%
▲ 66.86%
9
Buy
Jan 07, 2025
HSY
The Hershey Company
1.31%
▼ 4.92%
7
Buy
Dec 16, 2024
NEE
NextEra Energy
1.84%
▲ 2.89%
7
Buy
Dec 16, 2024
KO
Coca-Cola
4.67%
▲ 23.77%
8
Buy
Dec 16, 2024
SSNC
SS&C Technologies Holdings
6.2%
▲ 74.67%
11
Buy
Dec 16, 2024
GOOGL
Alphabet Class A
9.88%
▲ 29.35%
4
Buy
Dec 16, 2024
PANW
Palo Alto Networks
9.11%
▲ 66.22%
2
Sell
Dec 13, 2024
SBUX
Starbucks
2.21%
▲ 20.73%
5
Buy
Nov 29, 2024
PYPL
PayPal Holdings
―
▼ 16.78%
3
Close
May 16, 2024
ATHA
Athira Pharma
0.25%
▼ 88.39%
2
Buy
Mar 11, 2024
NOVA
Sunnova Energy International
0.56%
▼ 65.02%
1
Buy
Mar 11, 2024
VOR
Vor Biopharma
0.78%
▼ 35.07%
1
Buy
Feb 21, 2024
NIO
Nio
1.01%
▼ 26.43%
1
Buy
Feb 21, 2024
EXPE
Expedia
3.72%
▲ 44.93%
1
Buy
Feb 14, 2024
CRM
Salesforce
2.75%
▲ 8.24%
1
Buy
Feb 14, 2024
CRWD
CrowdStrike Holdings
11.86%
▲ 158.97%
1
Buy
Feb 12, 2024
DLO
DLocal
1.59%
▼ 23.78%
1
Buy
Dec 20, 2023
SNOW
Snowflake
1.82%
▼ 10.62%
1
Buy
Dec 20, 2023