MyWealthfront - New Portfolio

MyWealthfront
Individual Investor
Ranked #171,918 out of 757,311 TipRanks' Investors
Success Rate
66%
31 out of 47
profitable transactions
Average Return
5.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.07%
6-Month Return▲ 12.39%
12-Month Return-
YTD Return▲ 17.69%
Total Return▲ 17.69%

Best Trade

Opened at
Closed at-
Gain▲ 68.06%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 4.01%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.99%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.46%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.47%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 14.52%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.96%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 0.61%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 4.01%
▲ 5.05%▲ 3.27%▼ 0.99%
▼ 12.40%▼ 4.03%▼ 8.65%
▲ 11.46%▲ 5.06%▲ 9.46%
▼ 2.25%▲ 3.53%▼ 2.47%
▲ 25.76%▲ 1.21%▲ 14.52%
▼ 4.21%▲ 2.34%▲ 2.96%
▲ 2.65%▼ 0.40%▼ 0.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Li Auto
0%
▼ 37.38%
1
Open
Mar 16, 2024
Ciena
0%
▲ 13.96%
1
Open
Mar 16, 2024
Take-Two
6.18%
▲ 4.00%
2
Buy
Mar 05, 2024
Palo Alto Networks
3.89%
▲ 19.57%
2
Buy
Mar 05, 2024
Alibaba
▼ 5.32%
2
Close
Mar 05, 2024
Energy Transfer
▲ 1.56%
2
Close
Mar 05, 2024
Arrowhead Pharmaceuticals
2.71%
▼ 35.44%
2
Buy
Mar 05, 2024
Trimble
2.89%
▼ 6.07%
2
Buy
Mar 05, 2024
Baker Hughes Company
3.71%
▲ 17.03%
2
Buy
Mar 05, 2024
Enterprise Products Partners
▲ 1.60%
2
Close
Mar 05, 2024
OneMain Holdings
3.2%
▲ 7.47%
2
Buy
Mar 05, 2024
Patria Investments
▼ 1.20%
2
Close
Mar 05, 2024
Global Payments
3.96%
▼ 14.48%
2
Buy
Mar 05, 2024
Zoetis
3.08%
▲ 2.71%
2
Buy
Mar 05, 2024
Ares Capital
3.06%
▲ 7.56%
2
Buy
Mar 05, 2024
Civitas Resources
0%
▼ 14.69%
1
Open
Mar 05, 2024
Bitcoin
0%
▼ 0.37%
1
Open
Mar 02, 2024
Vanguard Dividend Appreciation ETF
0%
▲ 10.19%
1
Open
Mar 01, 2024
ARM Holdings PLC ADR
0%
▼ 5.36%
1
Open
Feb 26, 2024
Novo Nordisk
0%
▲ 7.77%
1
Open
Feb 26, 2024