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New Portfolio - New Portfolio

PerformancePortfolio Details

LEPART22

New Portfolio
Individual Investor
Ranked #318,697 out of 769,603 TipRanks' Investors
Success Rate
59%
13 out of 22
profitable transactions
Average Return
9.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.98%
6-Month Return▲ 22.18%
12-Month Return-
YTD Return▲ 34.70%
Total Return▲ 34.70%

Best Trade

AssetPeloton Int... (PTON)
Opened at
Closed at-
Gain▲ 104.72%

Bio

Performance

37.30%0-37.30%
▼ 12.40%
▼ 4.03%
▼ 6.53%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 15.59%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.85%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 14.93%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.65%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.41%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 3.90%
Oct 2024
▲ 37.30%
▲ 4.73%
▲ 5.96%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.53%
▲ 11.46%▲ 5.06%▲ 15.59%
▼ 2.25%▲ 3.53%▼ 3.85%
▲ 25.72%▲ 1.21%▲ 14.93%
▼ 4.22%▲ 2.34%▼ 0.65%
▲ 7.82%▲ 2.10%▲ 0.41%
▲ 5.70%▼ 0.89%▲ 3.90%
▲ 37.30%▲ 4.73%▲ 5.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BTC-USD
Bitcoin
―
▼ 1.57%
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%
▲ 9.12%
1
Open
Sep 09, 2024
AMD
Advanced Micro Devices
9.09%
▼ 0.78%
1
Open
Sep 05, 2024
BFH
Bread Financial Holdings
9.09%
▲ 0.18%
1
Open
Sep 02, 2024
MRVL
Marvell
9.09%
▲ 21.44%
1
Open
Sep 02, 2024
AAPL
Apple
―
▲ 30.38%
2
Close
Sep 01, 2024
QQQ
Invesco QQQ Trust
9.09%
▲ 6.35%
1
Open
Sep 01, 2024
SCHI
Schwab 5-10 Year Corporate Bond ETF
9.09%
▼ 1.00%
1
Open
Sep 01, 2024
PTON
Peloton Interactive
9.09%
▲ 104.72%
1
Open
Sep 01, 2024
PDD
PDD Holdings
9.09%
▲ 4.12%
1
Open
Sep 01, 2024
VOO
Vanguard S&P 500 ETF
9.09%
▲ 6.01%
1
Open
Sep 01, 2024
SPXC
SPX
9.09%
▲ 49.03%
2
Sell
Aug 31, 2024
SCHD
Schwab US Dividend Equity ETF
―
▲ 0.99%
2
Close
Mar 20, 2024
SPY
SPDR S&P 500 ETF Trust
9.09%
▲ 16.20%
1
Open
Mar 19, 2024