New Portfolio Mar 2024 - New Portfolio

Erick

New Portfolio Mar 2024
Individual Investor
Ranked #394,134 out of 757,311 TipRanks' Investors
Success Rate
43%
60 out of 141
profitable transactions
Average Return
-1.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.19%
6-Month Return-
12-Month Return-
YTD Return▼ 1.43%
Total Return▼ 1.43%

Best Trade

Opened at
Closed at-
Gain▲ 183.71%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 8.95%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 13.05%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 3.87%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.46%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 14.46%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 5.42%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 2.50%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%▲ 8.95%
▼ 12.40%▼ 4.03%▼ 13.05%
▲ 11.46%▲ 5.06%▼ 3.87%
▼ 2.25%▲ 3.53%▼ 2.46%
▲ 25.76%▲ 1.21%▲ 14.46%
▼ 4.21%▲ 2.34%▼ 5.42%
▲ 2.65%▼ 0.40%▲ 2.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nutriband
0%
▲ 33.44%
5
Sell
Aug 27, 2024
NuScale Power
0%
▲ 64.14%
10
Sell
Aug 27, 2024
Honest Company
0%
▲ 12.35%
4
Sell
Aug 27, 2024
Carvana Co
0%
▲ 45.70%
5
Sell
Aug 27, 2024
Wheels Up Experience
7.47%
▲ 3.79%
4
Buy
Aug 13, 2024
G1 Therapeutics
0%
▲ 61.04%
2
Sell
Aug 13, 2024
AT&T
8.65%
▲ 23.41%
3
Buy
Aug 13, 2024
Lineage Therap
▼ 36.23%
2
Close
Aug 13, 2024
SelectQuote
▲ 17.96%
4
Close
Aug 13, 2024
Thoughtworks Holding
0%
▲ 51.76%
4
Sell
Aug 13, 2024
Pagaya Technologies Ltd
25.42%
▲ 13.07%
5
Buy
Aug 07, 2024
Cardiff Oncology
7.69%
▼ 28.43%
4
Buy
Aug 07, 2024
C4 Therapeutics
9.31%
▼ 4.21%
4
Buy
Aug 07, 2024
Moolec Science
▼ 49.53%
4
Close
Aug 07, 2024
Revolution Medicines
7.02%
▲ 15.83%
3
Buy
Aug 07, 2024
Tilray
1.44%
▼ 5.86%
3
Buy
Aug 07, 2024
BioAtla
5.64%
▼ 23.56%
5
Buy
Aug 07, 2024
Solowin Holdings
4.26%
▼ 36.73%
9
Buy
Jul 12, 2024
Ocean Biomedical
1.6%
▼ 35.98%
5
Buy
Jul 12, 2024
Kosmos Energy
1.76%
▼ 27.65%
3
Buy
May 28, 2024