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New Portfolio Mar 2024 - New Portfolio

PerformancePortfolio Details

Erick

New Portfolio Mar 2024
Individual Investor
Ranked #425,642 out of 769,291 TipRanks' Investors
Success Rate
34%
48 out of 141
profitable transactions
Average Return
13.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.27%
6-Month Return▲ 11.64%
12-Month Return-
YTD Return▲ 1.79%
Total Return▲ 1.79%

Best Trade

AssetNuScale Power (SMR)
Opened at
Closed at-
Gain▲ 579.85%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 13.05%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 3.86%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.48%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 14.47%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 5.40%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.27%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 7.48%
Oct 2024
▲ 37.60%
▲ 4.40%
▼ 4.65%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 13.05%
▲ 11.46%▲ 5.06%▼ 3.86%
▼ 2.25%▲ 3.53%▼ 2.48%
▲ 25.72%▲ 1.21%▲ 14.47%
▼ 4.22%▲ 2.34%▼ 5.40%
▲ 7.82%▲ 2.10%▲ 3.27%
▲ 5.70%▼ 0.89%▲ 7.48%
▲ 37.60%▲ 4.40%▼ 4.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TWKS
Thoughtworks Holding
―
▲ 53.91%
5
Close
Nov 12, 2024
GTHX
G1 Therapeutics
―
▲ 61.04%
3
Close
Sep 17, 2024
NTRB
Nutriband
0%
▲ 29.76%
5
Sell
Aug 27, 2024
SMR
NuScale Power
0%
▲ 395.29%
10
Sell
Aug 27, 2024
HNST
Honest Company
0%
▲ 125.59%
4
Sell
Aug 27, 2024
CVNA
Carvana Co
0%
▲ 123.90%
5
Sell
Aug 27, 2024
UP
Wheels Up Experience
7.74%
▼ 0.76%
4
Buy
Aug 13, 2024
T
AT&T
10.78%
▲ 30.51%
3
Buy
Aug 13, 2024
LCTX
Lineage Therap
―
▼ 36.23%
2
Close
Aug 13, 2024
SLQT
SelectQuote
―
▲ 17.96%
4
Close
Aug 13, 2024
PGY
Pagaya Technologies Ltd
22.25%
▼ 18.00%
5
Buy
Aug 07, 2024
CRDF
Cardiff Oncology
8.54%
▼ 27.27%
4
Buy
Aug 07, 2024
CCCC
C4 Therapeutics
6.92%
▼ 39.80%
4
Buy
Aug 07, 2024
MLEC
Moolec Science
―
▼ 49.53%
4
Close
Aug 07, 2024
RVMD
Revolution Medicines
9.9%
▲ 49.27%
3
Buy
Aug 07, 2024
TLRY
Tilray
1.25%
▼ 31.49%
3
Buy
Aug 07, 2024
BCAB
BioAtla
5.84%
▼ 36.00%
5
Buy
Aug 07, 2024
SWIN
Solowin Holdings
4.63%
▼ 37.81%
9
Buy
Jul 12, 2024
OCEA
Ocean Biomedical
1.34%
▼ 53.34%
5
Buy
Jul 12, 2024
KOS
Kosmos Energy
1.87%
▼ 32.54%
3
Buy
May 28, 2024