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New Portfolio - New Portfolio

PerformancePortfolio Details

LEPART22

New Portfolio
Individual Investor
Ranked #334,768 out of 788,174 TipRanks' Investors
Success Rate
59%
13 out of 22
profitable transactions
Average Return
10.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.08%
6-Month Return▲ 23.33%
12-Month Return-
YTD Return▲ 5.13%
Total Return▲ 45.53%

Best Trade

AssetPeloton Int... (PTON)
Opened at
Closed at-
Gain▲ 94.21%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 4.33%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 3.03%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.53%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 4.19%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 7.07%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 1.64%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.89%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 2.18%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.33%
▼ 13.14%▲ 2.34%▼ 3.03%
▲ 2.93%▲ 2.10%▲ 2.53%
▲ 9.99%▼ 0.89%▲ 4.19%
▲ 26.03%▲ 5.96%▲ 7.07%
▲ 5.97%▼ 2.41%▼ 1.64%
▲ 5.25%▲ 2.69%▲ 2.89%
▼ 9.08%▲ 1.42%▲ 2.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BTC-USD
Bitcoin
―
▼ 3.42%
4
Close
Sep 16, 2024
JQUA
JPMorgan U.S. Quality Factor ETF
―
▲ 0.23%
2
Close
Sep 16, 2024
NVDA
Nvidia
―
▼ 4.86%
4
Close
Sep 09, 2024
GOOGL
Alphabet Class A
―
▼ 8.86%
2
Close
Sep 09, 2024
CRM
Salesforce
―
▼ 2.82%
2
Close
Sep 09, 2024
RCRRF
Recruit Holdings Co
―
▼ 1.82%
2
Close
Sep 09, 2024
WBA
Walgreens Boots Alliance
―
▼ 3.68%
2
Close
Sep 09, 2024
SPYX
SPDR S&P 500 Fossil Fuel Reserves Free ETF
9.09%
▲ 12.34%
1
Open
Sep 09, 2024
AMD
Advanced Micro Devices
9.09%
▼ 18.12%
1
Open
Sep 05, 2024
BFH
Bread Financial Holdings
9.09%
▲ 3.29%
1
Open
Sep 02, 2024
MRVL
Marvell
9.09%
▲ 42.78%
1
Open
Sep 02, 2024
AAPL
Apple
―
▲ 30.38%
2
Close
Sep 01, 2024
QQQ
Invesco QQQ Trust
9.09%
▲ 13.14%
1
Open
Sep 01, 2024
SCHI
Schwab 5-10 Year Corporate Bond ETF
9.09%
▼ 0.43%
1
Open
Sep 01, 2024
PTON
Peloton Interactive
9.09%
▲ 94.21%
1
Open
Sep 01, 2024
PDD
PDD Holdings
9.09%
▲ 29.45%
1
Open
Sep 01, 2024
VOO
Vanguard S&P 500 ETF
9.09%
▲ 9.04%
1
Open
Sep 01, 2024
SPXC
SPX
9.09%
▲ 24.19%
2
Sell
Aug 31, 2024
SCHD
Schwab US Dividend Equity ETF
―
▲ 1.00%
2
Close
Mar 20, 2024
SPY
SPDR S&P 500 ETF Trust
9.09%
▲ 19.50%
1
Open
Mar 19, 2024