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New Portfolio - New Portfolio

Chris Smith

New Portfolio
Individual Investor
Ranked #238,635 out of 802,721 TipRanks' Investors
Success Rate
66%
19 out of 29
profitable transactions
Average Return
11.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.21%
6-Month Return▼ 2.66%
12-Month Return▲ 17.37%
YTD Return▲ 3.64%
Total Return▲ 43.57%

Best Trade

Opened at
Closed at-
Gain▲ 147.22%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 17.11%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 3.76%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 8.80%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.13%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.23%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 6.64%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 0.77%
May 2025
▲ 2.22%
▲ 1.65%
▲ 4.74%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 17.11%
▲ 5.43%▼ 2.41%▼ 3.76%
▲ 5.99%▲ 2.69%▲ 8.80%
▼ 12.86%▼ 1.27%▼ 2.13%
▼ 1.80%▼ 5.57%▼ 1.23%
▲ 1.76%▼ 0.87%▼ 6.64%
▲ 12.21%▲ 6.28%▲ 0.77%
▲ 2.22%▲ 1.65%▲ 4.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
8.35%
▲ 8.44%
3
Buy
Dec 07, 2024
Chevron
13.97%
▼ 8.75%
3
Buy
Dec 07, 2024
Guardant Health
0.89%
▲ 117.77%
3
Sell
Dec 07, 2024
Vanguard Growth ETF
16.35%
▲ 6.78%
2
Buy
Dec 07, 2024
Vanguard Value ETF
4.79%
▲ 4.22%
2
Buy
Dec 07, 2024
UnitedHealth
1.12%
▼ 45.68%
1
Open
Dec 07, 2024
Occidental Petroleum
1.57%
▼ 11.84%
1
Open
Dec 07, 2024
Franklin FTSE China ETF
0%
▲ 16.40%
1
Open
Nov 17, 2024
iShares China Large-Cap ETF
▲ 23.14%
3
Close
Nov 10, 2024
Intel
▼ 32.54%
2
Close
Aug 26, 2024
SoFi Technologies
▲ 18.73%
2
Close
Aug 26, 2024
Warner Bros
▲ 14.94%
2
Close
Aug 26, 2024
Johnson & Johnson
▼ 0.41%
2
Close
Jun 25, 2024
Walgreens Boots Alliance
▼ 5.49%
2
Close
Jun 16, 2024
T. Rowe Price Capital Appreciation Fund
10.25%
▲ 1.73%
2
Buy
May 27, 2024
Fidelity 500 Index Fund
20.42%
▲ 15.62%
2
Buy
May 27, 2024
Vanguard Growth Index Fd Admiral Shs
22.29%
▲ 22.25%
2
Buy
May 27, 2024
Alphabet Class A
▲ 2.96%
2
Close
May 27, 2024