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Pension - New Portfolio

Amit

Pension
Individual Investor
Ranked #402,853 out of 769,603 TipRanks' Investors
Success Rate
49%
43 out of 87
profitable transactions
Average Return
2.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.30%
6-Month Return▲ 8.45%
12-Month Return-
YTD Return▼ 4.09%
Total Return▼ 4.09%

Best Trade

Opened at
Closed at
Gain▲ 58.65%

Bio

Long-term pension portfolio with a 35-year time horizon. Aggressively allocating to equities for now, and will then focus on income generation in 15 years.

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 7.64%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 12.42%
May 2024
▼ 2.25%
▲ 3.53%
▲ 8.01%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 3.20%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 7.17%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 10.64%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 4.77%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 14.66%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 7.64%
▲ 11.46%▲ 5.06%▼ 12.42%
▼ 2.25%▲ 3.53%▲ 8.01%
▲ 25.72%▲ 1.21%▼ 3.20%
▼ 4.22%▲ 2.34%▼ 7.17%
▲ 7.82%▲ 2.10%▲ 10.64%
▲ 5.70%▼ 0.89%▼ 4.77%
▲ 37.60%▲ 4.40%▲ 14.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Super Micro Computer
49.75%
▲ 25.42%
6
Buy
Nov 20, 2024
Nike
▼ 3.52%
7
Close
Nov 20, 2024
TJX Companies
▲ 0.15%
2
Close
Nov 20, 2024
Nio
14.53%
▼ 17.82%
12
Sell
Nov 19, 2024
PDD Holdings
▲ 16.51%
8
Close
Nov 11, 2024
Mind Medicine
▲ 1.61%
10
Close
Nov 01, 2024
Lilium
▲ 0.45%
8
Close
Oct 29, 2024
DraftKings
24.25%
▲ 9.48%
22
Buy
Oct 27, 2024
Intuitive Machines
▲ 9.51%
7
Close
Oct 27, 2024
SoFi Technologies
▲ 31.79%
5
Close
Oct 14, 2024
Marvell
▲ 1.64%
4
Close
Jun 03, 2024
Cloudflare
▼ 15.22%
5
Close
May 28, 2024
Global-e Online
▼ 8.93%
5
Close
May 28, 2024
Palantir Technologies
▼ 0.25%
4
Close
May 28, 2024
Shopify
▼ 3.13%
4
Close
May 28, 2024
Nikola
▼ 6.16%
4
Close
May 28, 2024
Apple
▼ 3.11%
4
Close
Apr 21, 2024
Recursion Pharmaceuticals
▼ 23.77%
3
Close
Apr 21, 2024
Mercadolibre
▼ 5.22%
2
Close
Mar 28, 2024
Walmart
▲ 3.01%
2
Close
Mar 28, 2024