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New Portfolio - New Portfolio

PerformancePortfolio Details

LEPART22

New Portfolio
Individual Investor
Ranked #321,354 out of 781,066 TipRanks' Investors
Success Rate
59%
13 out of 22
profitable transactions
Average Return
9.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.19%
6-Month Return▲ 13.38%
12-Month Return-
YTD Return▲ 2.59%
Total Return▲ 41.71%

Best Trade

AssetPeloton Int... (PTON)
Opened at
Closed at-
Gain▲ 77.47%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 4.97%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.33%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 3.03%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.53%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 4.19%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.07%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.86%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 2.59%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 4.97%
▲ 8.13%▲ 1.21%▲ 4.33%
▼ 13.14%▲ 2.34%▼ 3.03%
▲ 2.93%▲ 2.10%▲ 2.53%
▲ 10.00%▼ 0.89%▲ 4.19%
▲ 26.04%▲ 5.96%▲ 7.07%
▲ 5.93%▼ 2.41%▼ 1.86%
▲ 11.17%▲ 1.96%▲ 2.59%

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%
▲ 9.92%
1
Open
Sep 09, 2024
AMD
Advanced Micro Devices
9.09%
▼ 12.89%
1
Open
Sep 05, 2024
BFH
Bread Financial Holdings
9.09%
▲ 6.15%
1
Open
Sep 02, 2024
MRVL
Marvell
9.09%
▲ 63.86%
1
Open
Sep 02, 2024
AAPL
Apple
―
▲ 30.38%
2
Close
Sep 01, 2024
QQQ
Invesco QQQ Trust
9.09%
▲ 9.88%
1
Open
Sep 01, 2024
SCHI
Schwab 5-10 Year Corporate Bond ETF
9.09%
▼ 1.24%
1
Open
Sep 01, 2024
PTON
Peloton Interactive
9.09%
▲ 77.47%
1
Open
Sep 01, 2024
PDD
PDD Holdings
9.09%
▲ 9.84%
1
Open
Sep 01, 2024
VOO
Vanguard S&P 500 ETF
9.09%
▲ 6.74%
1
Open
Sep 01, 2024
SPXC
SPX
9.09%
▲ 25.74%
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%
▲ 17.00%
1
Open
Mar 19, 2024