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New Portfolio Mar 2024 - New Portfolio

PerformancePortfolio Details

Erick

New Portfolio Mar 2024
Individual Investor
Ranked #443,486 out of 781,066 TipRanks' Investors
Success Rate
33%
47 out of 141
profitable transactions
Average Return
7.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.91%
6-Month Return▼ 3.02%
12-Month Return-
YTD Return▼ 1.15%
Total Return▲ 0.04%

Best Trade

AssetNuScale Power (SMR)
Opened at
Closed at-
Gain▲ 439.80%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 2.48%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 14.47%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 5.40%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.26%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 7.42%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 8.74%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 12.77%
Dec 2024
▲ 9.79%
▲ 0.95%
▼ 1.15%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 2.48%
▲ 8.13%▲ 1.21%▲ 14.47%
▼ 13.14%▲ 2.34%▼ 5.40%
▲ 2.93%▲ 2.10%▲ 3.26%
▲ 10.00%▼ 0.89%▲ 7.42%
▲ 26.04%▲ 5.96%▲ 8.74%
▲ 5.93%▼ 2.41%▼ 12.77%
▲ 9.79%▲ 0.95%▼ 1.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PSTX
Poseida Therapeutics
―
▲ 199.69%
4
Close
Jan 07, 2025
TWKS
Thoughtworks Holding
―
▲ 53.91%
5
Close
Nov 12, 2024
GTHX
G1 Therapeutics
―
▲ 61.04%
3
Close
Sep 17, 2024
NTRB
Nutriband
0%
▲ 7.96%
5
Sell
Aug 27, 2024
SMR
NuScale Power
0%
▲ 293.26%
10
Sell
Aug 27, 2024
HNST
Honest Company
0%
▲ 94.04%
4
Sell
Aug 27, 2024
CVNA
Carvana Co
0%
▲ 107.77%
5
Sell
Aug 27, 2024
UP
Wheels Up Experience
6.79%
▼ 25.80%
4
Buy
Aug 13, 2024
T
AT&T
12.38%
▲ 29.84%
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
24.37%
▼ 20.01%
5
Buy
Aug 07, 2024
CRDF
Cardiff Oncology
14.37%
▲ 0.37%
4
Buy
Aug 07, 2024
CCCC
C4 Therapeutics
7.66%
▼ 40.85%
4
Buy
Aug 07, 2024
MLEC
Moolec Science
―
▼ 49.53%
4
Close
Aug 07, 2024
RVMD
Revolution Medicines
8.39%
▲ 5.92%
3
Buy
Aug 07, 2024
TLRY
Tilray
1.33%
▼ 37.24%
3
Buy
Aug 07, 2024
BCAB
BioAtla
2.19%
▼ 77.30%
5
Buy
Aug 07, 2024
SWIN
Solowin Holdings
3.91%
▼ 44.33%
9
Buy
Jul 12, 2024
OCEA
Ocean Biomedical
1.2%
▼ 64.61%
5
Buy
Jul 12, 2024