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New Portfolio Mar 2024 - New Portfolio

Denise Deacy

New Portfolio Mar 2024
Individual Investor
Ranked #440,446 out of 807,781 TipRanks' Investors
Success Rate
48%
23 out of 48
profitable transactions
Average Return
5.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.03%
6-Month Return▲ 10.79%
12-Month Return▲ 13.63%
YTD Return▲ 10.20%
Total Return▲ 27.33%

Best Trade

Opened at
Closed at-
Gain▲ 98.14%

Bio

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 6.80%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.29%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.76%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.63%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.23%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.06%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.02%
Jun 2025
▲ 5.38%
▲ 0.93%
▼ 2.81%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 6.80%
▲ 6.03%▲ 2.69%▲ 4.29%
▼ 12.86%▼ 1.27%▼ 0.76%
▼ 1.80%▼ 5.57%▼ 4.63%
▲ 1.84%▼ 0.87%▲ 1.23%
▲ 12.20%▲ 6.28%▲ 8.06%
▲ 6.24%▲ 5.14%▲ 5.02%
▲ 5.38%▲ 0.93%▼ 2.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schrodinger
▼ 4.87%
2
Close
May 04, 2025
LiveRamp Holdings
▼ 24.06%
2
Close
May 04, 2025
Advanced Micro Devices
▼ 40.79%
2
Close
May 04, 2025
Salesforce
▼ 9.16%
2
Close
Apr 27, 2025
Powell Industries
▲ 35.53%
2
Close
Apr 27, 2025
Arista Networks
▲ 5.33%
2
Close
Apr 27, 2025
Vertex Pharmaceuticals
▲ 16.50%
2
Close
Apr 27, 2025
Intel
▼ 50.33%
2
Close
Apr 20, 2025
Corcept Therapeutics
6.25%
▼ 37.07%
1
Open
Mar 31, 2025
Apple
6.25%
▼ 7.05%
1
Open
Mar 09, 2025
US Bancorp
▲ 9.57%
2
Close
Feb 23, 2025
OmniAb
▼ 31.96%
2
Close
Feb 23, 2025
Regeneron
▼ 23.90%
2
Close
Feb 23, 2025
Novo Nordisk
▼ 28.74%
2
Close
Feb 23, 2025
NICE
▼ 33.49%
2
Close
Feb 23, 2025
JFrog
6.25%
▲ 6.41%
1
Open
Jun 30, 2024
Monday.com
6.25%
▲ 18.60%
1
Open
Jun 30, 2024
Viking Therapeutics
▼ 1.81%
2
Close
May 13, 2024
Eli Lilly & Co
▼ 2.52%
2
Close
May 13, 2024
Viking Therapeutics
▼ 5.30%
2
Close
May 13, 2024