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New Portfolio - New Portfolio

cwztle

New Portfolio
Individual Investor
Ranked #294,351 out of 794,582 TipRanks' Investors
Success Rate
50%
38 out of 76
profitable transactions
Average Return
0.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 16.80%
6-Month Return▼ 12.64%
12-Month Return▼ 6.74%
YTD Return▼ 14.85%
Total Return▲ 12.47%

Best Trade

Opened at
Closed at
Gain▲ 52.06%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 2.92%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.24%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.47%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 1.73%
Dec 2024
▲ 5.87%
▲ 2.69%
▼ 0.14%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 6.53%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.85%
Mar 2025
▼ 17.84%
▼ 9.67%
▼ 12.18%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 2.92%
▲ 10.00%▼ 0.89%▲ 3.24%
▲ 26.01%▲ 5.96%▲ 5.47%
▲ 5.33%▼ 2.41%▼ 1.73%
▲ 5.87%▲ 2.69%▼ 0.14%
▼ 12.86%▼ 1.27%▲ 6.53%
▼ 1.80%▼ 5.57%▼ 8.85%
▼ 17.84%▼ 9.67%▼ 12.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
14.29%
▲ 3.35%
10
Open
Mar 21, 2025
Blackwall Limited
▼ 2.93%
2
Close
Mar 21, 2025
Invesco QQQ Trust
▲ 1.36%
10
Close
Mar 20, 2025
Peloton Interactive
▲ 6.82%
3
Close
Mar 20, 2025
Innovent Biologics
▲ 11.95%
2
Close
Mar 20, 2025
Walgreens Boots Alliance
▼ 6.52%
3
Close
Mar 20, 2025
Amazon
14.29%
▼ 0.99%
11
Open
Mar 19, 2025
Alphabet Class A
▼ 2.35%
11
Close
Mar 05, 2025
SPDR S&P 500 ETF Trust
14.29%
▼ 2.25%
9
Open
Mar 01, 2025
Gilead Sciences
▲ 16.45%
2
Close
Feb 24, 2025
Faro Technologies
14.29%
▼ 11.75%
1
Open
Feb 24, 2025
Morgan Stanley
14.29%
▼ 25.74%
1
Open
Jan 22, 2025
Lowe's
▼ 2.37%
2
Close
Jan 20, 2025
Apple
14.29%
▼ 26.96%
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
Bitcoin
▲ 21.62%
6
Close
Nov 19, 2024
Nvidia
▼ 0.70%
8
Close
Nov 18, 2024