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New Portfolio - New Portfolio

Chris Smith

New Portfolio
Individual Investor
Ranked #351,785 out of 796,328 TipRanks' Investors
Success Rate
38%
11 out of 29
profitable transactions
Average Return
4.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.95%
6-Month Return▲ 7.01%
12-Month Return▲ 32.05%
YTD Return▼ 4.44%
Total Return▲ 32.37%

Best Trade

Opened at
Closed at-
Gain▲ 131.33%

Bio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 3.07%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.39%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 17.11%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 3.76%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 8.80%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.13%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.23%
Mar 2025
▼ 7.13%
▼ 5.90%
▼ 9.14%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 3.07%
▲ 10.00%▼ 0.89%▼ 0.39%
▲ 25.98%▲ 5.96%▲ 17.11%
▲ 5.36%▼ 2.41%▼ 3.76%
▲ 6.01%▲ 2.69%▲ 8.80%
▼ 12.86%▼ 1.27%▼ 2.13%
▼ 1.80%▼ 5.57%▼ 1.23%
▼ 7.13%▼ 5.90%▼ 9.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
7.62%
▼ 12.36%
3
Buy
Dec 07, 2024
Chevron
15.5%
▼ 11.35%
3
Buy
Dec 07, 2024
Guardant Health
0.94%
▲ 103.77%
3
Sell
Dec 07, 2024
Vanguard Growth ETF
15.4%
▼ 10.89%
2
Buy
Dec 07, 2024
Vanguard Value ETF
5.05%
▼ 2.56%
2
Buy
Dec 07, 2024
UnitedHealth
1.89%
▼ 18.65%
1
Open
Dec 07, 2024
Occidental Petroleum
1.65%
▼ 17.70%
1
Open
Dec 07, 2024
Franklin FTSE China ETF
0%
▲ 4.04%
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
10.74%
▼ 5.54%
2
Buy
May 27, 2024
Fidelity 500 Index Fund
20.25%
▲ 1.60%
2
Buy
May 27, 2024
Vanguard Growth Index Fd Admiral Shs
20.97%
▲ 1.92%
2
Buy
May 27, 2024
Alphabet Class A
▲ 2.96%
2
Close
May 27, 2024