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Individual - New Portfolio
Individual
Individual Investor
Ranked #37,911 out of 766,001 TipRanks' Investors
Success Rate
53 out of 70
profitable transactions
profitable transactions
Average Return
31.89%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.35%
6-Month Return▲ 8.97%
12-Month Return▲ 24.36%
YTD Return▲ 13.80%
Total Return▲ 37.67%
Best Trade
Bio
Performance
25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▼ 3.37%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 2.88%
Nov 2024
▼ 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%
▲ 6.02%▼ 0.89%▼ 3.37%
▲ 5.59%▲ 5.20%▲ 2.88%
Recent Activity
Verizon
2.53%
▲ 151.54%
5
Buy
Nov 01, 2024
Coca-Cola
4.62%
▲ 12.13%
7
Buy
Oct 02, 2024
The Hershey Company
1.47%
▼ 3.84%
6
Buy
Sep 17, 2024
NextEra Energy
2.19%
▲ 11.46%
6
Buy
Sep 17, 2024
Alphabet Class A
10.89%
▲ 40.98%
3
Buy
Sep 17, 2024
SS&C Technologies Holdings
5.8%
▲ 33.02%
10
Buy
Sep 16, 2024
Walmart
3.18%
▲ 62.74%
8
Buy
Sep 03, 2024
Starbucks
2.14%
▲ 1.33%
4
Buy
Aug 30, 2024
Walt Disney
5.82%
▲ 8.01%
4
Buy
Jul 29, 2024
PayPal Holdings
―
▼ 16.78%
3
Close
May 16, 2024
Athira Pharma
0.42%
▼ 82.37%
2
Buy
Mar 11, 2024
Sunnova Energy International
1.01%
▼ 43.67%
1
Buy
Mar 11, 2024
Vor Biopharma
0.61%
▼ 54.60%
1
Buy
Feb 21, 2024
Nio
1.28%
▼ 15.66%
1
Buy
Feb 21, 2024
Expedia
3.8%
▲ 33.11%
1
Buy
Feb 14, 2024
Salesforce
3.18%
▲ 12.48%
1
Buy
Feb 14, 2024
Palo Alto Networks
10.38%
▲ 141.00%
1
Buy
Feb 12, 2024
CrowdStrike Holdings
10.71%
▲ 110.16%
1
Buy
Feb 12, 2024
DLocal
1.18%
▼ 49.18%
1
Buy
Dec 20, 2023
Snowflake
1.38%
▼ 39.26%
1
Buy
Dec 20, 2023