tiprankstipranks

New Portfolio Mar 2024 - New Portfolio

Erick

New Portfolio Mar 2024
Individual Investor
Ranked #526,057 out of 858,885 TipRanks' Investors
Success Rate
38%
54 out of 141
profitable transactions
Average Return
0.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.06%
6-Month Return▼ 27.41%
12-Month Return▲ 56.45%
YTD Return▼ 14.18%
Total Return▲ 9.70%

Best Trade

Opened at
Closed at-
Gain▲ 356.78%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 7.04%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.26%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 6.61%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 7.15%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 5.53%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 3.84%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 9.15%
Mar 2026
▲ 4.89%
▲ 4.48%
▼ 3.70%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 7.04%
▲ 10.96%▲ 2.38%▲ 4.26%
▼ 3.68%▲ 0.19%▼ 6.61%
▼ 0.10%▲ 0.08%▼ 7.15%
▲ 4.06%▲ 1.47%▼ 5.53%
▼ 1.12%▼ 0.86%▲ 3.84%
▲ 0.60%▼ 4.94%▼ 9.15%
▲ 4.89%▲ 4.48%▼ 3.70%

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%
▲ 2.44%
5
Sell
Aug 27, 2024
NuScale Power
0%
▲ 64.86%
10
Sell
Aug 27, 2024
Honest Company
0%
▼ 13.89%
4
Sell
Aug 27, 2024
Carvana Co
0%
▲ 203.16%
5
Sell
Aug 27, 2024
Wheels Up Experience
1.77%
▼ 77.65%
4
Buy
Aug 13, 2024
AT&T
12.74%
▲ 62.55%
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
28.15%
▲ 6.51%
5
Buy
Aug 07, 2024
Cardiff Oncology
5.71%
▼ 54.04%
4
Buy
Aug 07, 2024
C4 Therapeutics
4.27%
▼ 61.94%
4
Buy
Aug 07, 2024
Moolec Science
▼ 49.50%
4
Close
Aug 07, 2024
Revolution Medicines
17.42%
▲ 153.50%
3
Buy
Aug 07, 2024
Tilray
0.63%
▼ 65.64%
3
Buy
Aug 07, 2024
BioAtla
0.34%
▼ 95.89%
5
Buy
Aug 07, 2024