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New Portfolio - New Portfolio

cwztle

New Portfolio
Individual Investor
Ranked #313,801 out of 797,534 TipRanks' Investors
Success Rate
53%
43 out of 81
profitable transactions
Average Return
2.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.09%
6-Month Return▼ 4.96%
12-Month Return▲ 10.17%
YTD Return▼ 4.07%
Total Return▲ 26.71%

Best Trade

Opened at
Closed at
Gain▲ 52.06%

Bio

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 2.92%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.24%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 5.47%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 1.73%
Dec 2024
▲ 6.01%
▲ 2.69%
▼ 0.14%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 6.53%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.85%
Mar 2025
▲ 2.60%
▼ 1.53%
▼ 1.07%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 2.92%
▲ 10.00%▼ 0.89%▲ 3.24%
▲ 25.97%▲ 5.96%▲ 5.47%
▲ 5.39%▼ 2.41%▼ 1.73%
▲ 6.01%▲ 2.69%▼ 0.14%
▼ 12.86%▼ 1.27%▲ 6.53%
▼ 1.80%▼ 5.57%▼ 8.85%
▲ 2.60%▼ 1.53%▼ 1.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ethereum
10%
▼ 10.56%
8
Open
Apr 29, 2025
Alphabet Class A
10%
▼ 0.92%
13
Open
Apr 28, 2025
Nvidia
10%
▲ 0.93%
9
Open
Apr 28, 2025
SPDR S&P 500 ETF Trust
▼ 0.68%
10
Close
Apr 28, 2025
McDonald's
10%
▼ 0.73%
1
Open
Apr 28, 2025
Broadcom
▲ 3.93%
3
Close
Apr 24, 2025
Meta Platforms
10%
▲ 4.54%
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
▲ 21.39%
3
Close
Mar 20, 2025
Innovent Biologics
▲ 11.95%
2
Close
Mar 20, 2025
Walgreens Boots Alliance
▼ 5.39%
3
Close
Mar 20, 2025
Amazon
10%
▲ 0.40%
11
Open
Mar 19, 2025
Gilead Sciences
▲ 16.45%
2
Close
Feb 24, 2025
Faro Technologies
10%
▲ 11.08%
1
Open
Feb 24, 2025
Morgan Stanley
10%
▼ 13.86%
1
Open
Jan 22, 2025
Lowe's
▼ 2.37%
2
Close
Jan 20, 2025
Apple
10%
▼ 18.11%
1
Open
Dec 24, 2024
Oracle
▼ 0.26%
2
Close
Dec 23, 2024
Li Auto
▼ 10.27%
2
Close
Dec 23, 2024