Us stocks - New Portfolio

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Us stocks
Individual Investor
Ranked #75,703 out of 757,311 TipRanks' Investors
Success Rate
96%
21 out of 22
profitable transactions
Average Return
6.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.62%
6-Month Return▲ 23.71%
12-Month Return-
YTD Return▲ 26.15%
Total Return▲ 26.15%

Best Trade

Opened at
Closed at-
Gain▲ 30.13%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.79%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 13.12%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 16.99%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.29%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 14.62%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.16%
Aug 2024
▲ 1.03%
▼ 0.11%
▲ 0.52%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%▲ 5.79%
▼ 12.40%▼ 4.03%▼ 13.12%
▲ 11.46%▲ 5.06%▲ 16.99%
▼ 2.25%▲ 3.53%▼ 1.29%
▲ 25.76%▲ 1.21%▲ 14.62%
▼ 4.21%▲ 2.34%▲ 3.16%
▲ 1.03%▼ 0.11%▲ 0.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Total International Bond ETF
▲ 0.60%
2
Close
Jul 18, 2024
Broadcom
6.25%
▲ 2.27%
1
Open
Jun 25, 2024
JPMorgan Equity Premium Income ETF
6.25%
▲ 5.55%
1
Open
Jun 25, 2024
Realty Income
6.25%
▲ 19.15%
1
Open
Jun 25, 2024
Microsoft
▲ 5.63%
2
Close
Jun 23, 2024
IShares Bitcoin Trust Registered
6.25%
▲ 1.14%
1
Open
Jun 23, 2024
Vanguard Total Bond Market ETF
6.25%
▲ 4.75%
1
Open
Jun 23, 2024
Vanguard Total International Stock ETF
6.25%
▲ 3.44%
1
Open
Jun 23, 2024
Apple
6.25%
▲ 7.42%
3
Open
Jun 10, 2024
Invesco QQQ Trust
▲ 6.74%
2
Close
Jun 10, 2024
Microstrategy
▲ 6.47%
2
Close
Jun 10, 2024
Schwab US Dividend Equity ETF
6.25%
▲ 9.34%
1
Open
Jun 10, 2024
Vanguard Information Technology ETF
6.25%
▲ 2.17%
1
Open
Jun 10, 2024
iShares U.S. Medical Devices ETF
6.25%
▲ 3.15%
1
Open
Apr 07, 2024
Communication Services Select Sector SPDR Fund
6.25%
▲ 6.56%
1
Open
Apr 07, 2024
Amazon
6.25%
▲ 0.67%
1
Open
Apr 07, 2024
Nvidia
6.25%
▲ 30.13%
1
Open
Apr 07, 2024
Visa
6.25%
▲ 2.78%
1
Open
Mar 24, 2024
Alibaba
▲ 2.01%
2
Close
Mar 17, 2024
Bitcoin
6.25%
▼ 1.87%
1
Open
Mar 06, 2024