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New Portfolio Mar 2024 - New Portfolio

Erick

New Portfolio Mar 2024
Individual Investor
Ranked #508,509 out of 857,303 TipRanks' Investors
Success Rate
38%
53 out of 141
profitable transactions
Average Return
1.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.41%
6-Month Return▼ 18.75%
12-Month Return▲ 55.69%
YTD Return▼ 9.13%
Total Return▲ 16.49%

Best Trade

Opened at
Closed at-
Gain▲ 262.94%

Bio

Performance

12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 5.81%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.04%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.27%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 8.01%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 7.16%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 5.53%
Jan 2026
▼ 1.18%
▼ 0.86%
▲ 4.20%
Feb 2026
▲ 1.73%
▼ 5.20%
▼ 7.69%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 2.76%▲ 2.05%▲ 5.81%
▲ 12.88%▲ 3.56%▲ 7.04%
▲ 10.96%▲ 2.38%▲ 4.27%
▼ 3.68%▲ 0.19%▼ 8.01%
▼ 0.10%▲ 0.08%▼ 7.16%
▲ 4.06%▲ 1.47%▼ 5.53%
▼ 1.18%▼ 0.86%▲ 4.20%
▲ 1.73%▼ 5.20%▼ 7.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Omega Therapeutics
▼ 99.23%
4
Close
Aug 11, 2025
PHX Minerals
▲ 40.73%
3
Close
Jun 20, 2025
Poseida Therapeutics
▲ 199.69%
4
Close
Jan 07, 2025
Thoughtworks Holding
▲ 53.91%
5
Close
Nov 12, 2024
G1 Therapeutics
▲ 61.04%
3
Close
Sep 17, 2024
Nutriband
0%
▼ 3.07%
5
Sell
Aug 27, 2024
NuScale Power
0%
▲ 104.77%
10
Sell
Aug 27, 2024
Honest Company
0%
▼ 21.26%
4
Sell
Aug 27, 2024
Carvana Co
0%
▲ 153.56%
5
Sell
Aug 27, 2024
Wheels Up Experience
1.83%
▼ 77.10%
4
Buy
Aug 13, 2024
AT&T
13.7%
▲ 72.12%
3
Buy
Aug 13, 2024
Lineage Therap
▼ 36.23%
2
Close
Aug 13, 2024
SelectQuote
▲ 17.96%
4
Close
Aug 13, 2024
Pagaya Technologies Ltd
25.74%
▼ 3.06%
5
Buy
Aug 07, 2024
Cardiff Oncology
6.53%
▼ 47.64%
4
Buy
Aug 07, 2024
C4 Therapeutics
4.57%
▼ 59.46%
4
Buy
Aug 07, 2024
Moolec Science
▼ 49.50%
4
Close
Aug 07, 2024
Revolution Medicines
17.38%
▲ 151.79%
3
Buy
Aug 07, 2024
Tilray
0.6%
▼ 67.52%
3
Buy
Aug 07, 2024
BioAtla
0.65%
▼ 92.26%
5
Buy
Aug 07, 2024