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New Portfolio22 - New Portfolio

11C6BC4D

New Portfolio22
Individual Investor
Ranked #526,639 out of 783,619 TipRanks' Investors
Success Rate
50%
3 out of 6
profitable transactions
Average Return
-9.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.15%
6-Month Return▲ 23.63%
12-Month Return-
YTD Return▼ 0.15%
Total Return▼ 31.97%

Best Trade

Opened at
Closed at-
Gain▲ 49.02%

Bio

Performance

35.57%0-35.57%
▲ 9.79%
▲ 3.53%
▼ 15.91%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 8.57%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 20.06%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 11.35%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 15.57%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 35.57%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 11.21%
Dec 2024
▲ 3.19%
▲ 2.68%
▼ 0.15%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 15.91%
▲ 8.13%▲ 1.21%▲ 8.57%
▼ 13.14%▲ 2.34%▼ 20.06%
▲ 2.93%▲ 2.10%▲ 11.35%
▲ 9.99%▼ 0.89%▲ 15.57%
▲ 26.04%▲ 5.96%▲ 35.57%
▲ 5.93%▼ 2.41%▼ 11.21%
▲ 3.19%▲ 2.68%▼ 0.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ag Growth International
16.67%
▼ 22.44%
1
Open
Jan 01, 2025
LPL Financial
16.67%
▲ 49.02%
1
Open
Oct 04, 2024
Global Medical REIT
16.67%
▲ 1.91%
1
Open
May 02, 2024
LXP Industrial Trust
16.67%
▲ 2.56%
1
Open
May 02, 2024
USD Partners
16.67%
▼ 89.09%
1
Open
Feb 16, 2024
US Data
16.67%
0.00%
1
Open
Feb 16, 2024