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New Portfolio - New Portfolio

cwztle

New Portfolio
Individual Investor
Ranked #289,825 out of 785,038 TipRanks' Investors
Success Rate
59%
41 out of 69
profitable transactions
Average Return
3.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.26%
6-Month Return▲ 26.74%
12-Month Return-
YTD Return▲ 0.54%
Total Return▲ 32.29%

Best Trade

Opened at
Closed at
Gain▲ 52.06%

Bio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▼ 3.14%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 7.22%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.89%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 3.34%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.33%
Nov 2024
▲ 5.91%
▼ 2.41%
▼ 2.04%
Dec 2024
▲ 4.65%
▲ 2.69%
▼ 1.43%
Jan 2025
▼ 13.09%
▲ 0.40%
▲ 2.00%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 3.14%
▼ 13.14%▲ 2.34%▼ 7.22%
▲ 2.93%▲ 2.10%▲ 2.89%
▲ 9.99%▼ 0.89%▲ 3.34%
▲ 26.04%▲ 5.96%▲ 5.33%
▲ 5.91%▼ 2.41%▼ 2.04%
▲ 4.65%▲ 2.69%▼ 1.43%
▼ 13.09%▲ 0.40%▲ 2.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Gilead Sciences
12.5%
▲ 2.82%
1
Open
Jan 26, 2025
Morgan Stanley
12.5%
▲ 3.96%
1
Open
Jan 22, 2025
Lowe's
▼ 2.37%
2
Close
Jan 20, 2025
Meta Platforms
▲ 6.46%
9
Close
Jan 11, 2025
Walgreens Boots Alliance
12.5%
▼ 15.55%
1
Open
Jan 11, 2025
Innovent Biologics
12.5%
▼ 1.05%
1
Open
Jan 04, 2025
Apple
12.5%
▼ 9.67%
1
Open
Dec 24, 2024
Oracle
▼ 0.26%
2
Close
Dec 23, 2024
Li Auto
▼ 10.27%
2
Close
Dec 23, 2024
Copart
▼ 8.45%
2
Close
Dec 23, 2024
JD
▼ 2.18%
2
Close
Dec 23, 2024
Amazon
▲ 1.32%
10
Close
Dec 15, 2024
Alphabet Class A
▲ 1.46%
10
Close
Dec 14, 2024
Bitcoin
▲ 21.62%
6
Close
Nov 19, 2024
Nvidia
▲ 3.38%
8
Close
Nov 18, 2024
Microsoft
▼ 3.08%
4
Close
Oct 10, 2024
Silicon Laboratories
12.5%
▲ 31.43%
1
Open
Oct 10, 2024
Invesco QQQ Trust
12.5%
▲ 3.08%
9
Open
Sep 30, 2024
SPDR S&P 500 ETF Trust
▲ 0.49%
8
Close
Sep 30, 2024
Ethereum
▼ 10.56%
7
Close
Sep 14, 2024