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פרוטפוליו פעיל - New Portfolio

yochai kalimian

פרוטפוליו פעיל
Individual Investor
Ranked #294,143 out of 769,291 TipRanks' Investors
Success Rate
58%
28 out of 48
profitable transactions
Average Return
5.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.16%
6-Month Return▲ 24.65%
12-Month Return-
YTD Return▲ 20.87%
Total Return▲ 20.87%

Best Trade

Opened at
Closed at-
Gain▲ 59.74%

Bio

Smart investment

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 10.81%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.54%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.93%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.54%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.99%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.60%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.35%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 3.35%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 10.81%
▲ 11.46%▲ 5.06%▲ 0.54%
▼ 2.25%▲ 3.53%▲ 5.93%
▲ 25.72%▲ 1.21%▲ 5.54%
▼ 4.22%▲ 2.34%▲ 3.99%
▲ 7.82%▲ 2.10%▲ 2.60%
▲ 5.70%▼ 0.89%▲ 0.35%
▲ 37.60%▲ 4.40%▲ 3.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Allegro MicroSystems
2.22%
▼ 6.33%
4
Open
Nov 21, 2024
International Business Machines
4.64%
▲ 3.63%
1
Open
Nov 20, 2024
NICE
2.29%
▼ 13.99%
2
Sell
Nov 18, 2024
Interactive Brokers
6.47%
▲ 59.74%
2
Sell
Nov 13, 2024
Agilent
▼ 3.55%
2
Close
Nov 13, 2024
Teva Pharmaceutical
3.11%
▲ 0.75%
5
Sell
Nov 06, 2024
ASML Holding
3.5%
▼ 4.06%
2
Sell
Nov 06, 2024
Reinsurance Group
6%
▲ 0.66%
1
Open
Nov 06, 2024
Verizon
3.36%
▲ 4.49%
3
Sell
Nov 05, 2024
Diamondback
4.82%
▲ 4.03%
1
Open
Nov 05, 2024
Abbott Laboratories
3.06%
▲ 2.46%
1
Open
Oct 30, 2024
Palantir Technologies
▲ 6.12%
3
Close
Oct 24, 2024
Microsoft
5.42%
▼ 2.48%
4
Sell
Oct 17, 2024
Berkshire Hathaway B
6.19%
▲ 15.87%
3
Sell
Oct 17, 2024
Intuit
4.99%
▲ 11.40%
1
Open
Oct 17, 2024
Astera Labs, Inc.
▲ 52.03%
3
Close
Oct 15, 2024
Target
▼ 1.37%
2
Close
Oct 08, 2024
Synopsys
7.34%
▲ 12.74%
1
Open
Oct 07, 2024
Amazon
9.22%
▲ 4.20%
2
Buy
Sep 23, 2024
Dell Technologies
7.5%
▲ 21.45%
2
Buy
Sep 23, 2024