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New Portfolio Mar 2024 - New Portfolio

PerformancePortfolio Details

Erick

New Portfolio Mar 2024
Individual Investor
Ranked #435,680 out of 788,370 TipRanks' Investors
Success Rate
41%
58 out of 141
profitable transactions
Average Return
7.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.10%
6-Month Return▼ 0.02%
12-Month Return-
YTD Return▼ 4.19%
Total Return▼ 3.19%

Best Trade

AssetNuScale Power (SMR)
Opened at
Closed at-
Gain▲ 367.81%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 14.47%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 5.40%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.26%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 7.42%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 8.74%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 12.91%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.30%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 6.35%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 14.47%
▼ 13.14%▲ 2.34%▼ 5.40%
▲ 2.93%▲ 2.10%▲ 3.26%
▲ 9.99%▼ 0.89%▲ 7.42%
▲ 26.03%▲ 5.96%▲ 8.74%
▲ 5.97%▼ 2.41%▼ 12.91%
▲ 5.25%▲ 2.69%▲ 2.30%
▼ 9.08%▲ 1.42%▼ 6.35%

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%
▲ 95.96%
5
Sell
Aug 27, 2024
SMR
NuScale Power
0%
▲ 240.81%
10
Sell
Aug 27, 2024
HNST
Honest Company
0%
▲ 68.97%
4
Sell
Aug 27, 2024
CVNA
Carvana Co
0%
▲ 101.29%
5
Sell
Aug 27, 2024
UP
Wheels Up Experience
5.06%
▼ 35.36%
4
Buy
Aug 13, 2024
T
AT&T
12.65%
▲ 55.07%
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
34.46%
▲ 32.11%
5
Buy
Aug 07, 2024
CRDF
Cardiff Oncology
16.93%
▲ 38.18%
4
Buy
Aug 07, 2024
CCCC
C4 Therapeutics
5.01%
▼ 54.81%
4
Buy
Aug 07, 2024
MLEC
Moolec Science
―
▼ 49.53%
4
Close
Aug 07, 2024
RVMD
Revolution Medicines
7.37%
▲ 8.68%
3
Buy
Aug 07, 2024
TLRY
Tilray
0.9%
▼ 50.26%
3
Buy
Aug 07, 2024
BCAB
BioAtla
1.55%
▼ 81.21%
5
Buy
Aug 07, 2024
SWIN
Solowin Holdings
2.45%
▼ 48.25%
9
Buy
Jul 12, 2024
OCEA
Ocean Biomedical
0.24%
▼ 91.74%
5
Buy
Jul 12, 2024