פרוטפוליו פעיל - New Portfolio

yochai kalimian

פרוטפוליו פעיל
Individual Investor
Ranked #230,320 out of 757,311 TipRanks' Investors
Success Rate
64%
21 out of 33
profitable transactions
Average Return
4.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.77%
6-Month Return-
12-Month Return-
YTD Return▲ 13.98%
Total Return▲ 13.98%

Best Trade

Opened at
Closed at
Gain▲ 39.24%

Bio

Smart investment

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 8.94%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 10.80%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.54%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.93%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.54%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.99%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.34%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%▲ 8.94%
▼ 12.40%▼ 4.03%▼ 10.80%
▲ 11.46%▲ 5.06%▲ 0.54%
▼ 2.25%▲ 3.53%▲ 5.93%
▲ 25.76%▲ 1.21%▲ 5.54%
▼ 4.21%▲ 2.34%▲ 3.99%
▲ 2.65%▼ 0.40%▲ 0.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Mediwound
▼ 7.16%
4
Close
Sep 17, 2024
Teva Pharmaceutical
14.91%
▲ 5.47%
4
Sell
Sep 17, 2024
Amazon
0%
▼ 0.30%
1
Open
Sep 12, 2024
Dell Technologies
0%
▲ 3.42%
1
Open
Sep 12, 2024
Lam Research
▼ 16.23%
3
Close
Sep 10, 2024
Target
7.35%
▲ 0.12%
1
Open
Aug 29, 2024
Astera Labs, Inc.
4.75%
▲ 13.02%
2
Sell
Aug 27, 2024
Martin Marietta Materials
▼ 5.29%
2
Close
Aug 19, 2024
Verizon
5.9%
▲ 7.88%
2
Buy
Aug 17, 2024
Pentair
6.4%
▲ 22.78%
3
Sell
Aug 01, 2024
Arch Capital Group
9.35%
▲ 16.47%
2
Buy
Aug 01, 2024
Airbnb
▼ 3.82%
3
Close
Jul 24, 2024
Texas Pacific Land
▲ 26.70%
3
Close
Jul 19, 2024
Interactive Brokers
8.89%
▲ 8.47%
1
Open
Jun 20, 2024
Emerson Electric Company
▼ 3.66%
3
Close
Jun 11, 2024
Microsoft
26.51%
▲ 1.56%
2
Buy
Jun 10, 2024
Berkshire Hathaway B
15.43%
▲ 12.07%
2
Buy
Jun 10, 2024
Caesars Entertainment
▲ 8.74%
2
Close
Jun 05, 2024
Cboe Global Markets
▼ 2.80%
2
Close
May 29, 2024
Viking Therapeutics
▼ 2.42%
2
Close
May 19, 2024