New Portfolio Mar 2024 - New Portfolio

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New Portfolio Mar 2024
Individual Investor
Ranked #477,988 out of 766,026 TipRanks' Investors
Success Rate
47%
8 out of 17
profitable transactions
Average Return
-4.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.00%
6-Month Return▼ 5.70%
12-Month Return-
YTD Return▼ 11.15%
Total Return▼ 11.15%

Best Trade

Opened at
Closed at-
Gain▲ 57.27%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.41%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 0.40%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.44%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 5.59%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.70%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.76%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 5.12%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 1.53%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.41%
▲ 11.46%▲ 5.06%▼ 0.40%
▼ 2.25%▲ 3.53%▲ 6.44%
▲ 25.72%▲ 1.21%▼ 5.59%
▼ 4.22%▲ 2.34%▼ 2.70%
▲ 7.82%▲ 2.10%▼ 0.76%
▲ 6.02%▼ 0.89%▼ 5.12%
▲ 5.59%▲ 5.20%▲ 1.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
▼ 1.62%
3
Close
Apr 10, 2024
Apple
1.78%
▲ 36.12%
1
Open
Apr 10, 2024
LVMH Moet Hennessy Louis Vuitton
3.64%
▼ 27.62%
2
Buy
Mar 26, 2024
Microsoft
11.5%
▼ 0.33%
2
Buy
Mar 26, 2024
Nvidia
▲ 1.23%
2
Close
Mar 26, 2024
Novo Nordisk
4.82%
▼ 16.87%
2
Buy
Mar 26, 2024
Super Micro Computer
0.69%
▼ 75.42%
2
Buy
Mar 26, 2024
Mastercard
5.81%
▲ 10.48%
2
Buy
Mar 26, 2024
Fortinet
9.18%
▲ 36.46%
1
Open
Mar 26, 2024
Amazon
8.35%
▲ 17.82%
1
Open
Mar 26, 2024
Nvidia
53.89%
▲ 57.27%
1
Open
Mar 26, 2024