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New Portfolio Apr 2024 - New Portfolio

Ed Chiu

New Portfolio Apr 2024
Individual Investor
Ranked #177,492 out of 781,066 TipRanks' Investors
Success Rate
59%
232 out of 393
profitable transactions
Average Return
11.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.12%
6-Month Return▲ 4.24%
12-Month Return-
YTD Return▲ 2.61%
Total Return▲ 12.53%

Best Trade

Opened at
Closed at-
Gain▲ 545.17%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 5.51%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 2.10%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.49%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.11%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.05%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 8.56%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.57%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 2.61%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 5.51%
▲ 8.13%▲ 1.21%▼ 2.10%
▼ 13.14%▲ 2.34%▲ 0.49%
▲ 2.93%▲ 2.10%▲ 3.11%
▲ 10.00%▼ 0.89%▼ 2.05%
▲ 26.04%▲ 5.96%▲ 8.56%
▲ 5.93%▼ 2.41%▼ 4.57%
▲ 11.17%▲ 1.96%▲ 2.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
3.11%
▼ 2.75%
13
Open
Jan 10, 2025
Transdigm Group
5.83%
▲ 3.72%
8
Sell
Jan 06, 2025
North American Construction Group
0.01%
▼ 4.42%
2
Buy
Dec 31, 2024
Microstrategy
2.87%
▲ 33.89%
2
Buy
Dec 31, 2024
Berkshire Hathaway B
2.03%
▲ 10.09%
13
Buy
Dec 30, 2024
Teck Resources
0.31%
▼ 3.40%
5
Buy
Dec 24, 2024
Primaris Real Estate Investment Trust
0.01%
▼ 5.63%
2
Buy
Dec 24, 2024
Tesla
3.09%
▲ 46.81%
10
Buy
Dec 19, 2024
UnitedHealth
0.37%
▼ 13.92%
4
Sell
Dec 12, 2024
First Solar
0.56%
▼ 9.74%
5
Buy
Dec 10, 2024
ProShares UltraPro S&P500
0.67%
▼ 4.92%
2
Buy
Dec 10, 2024
ProShares Ultra S&P 500
0.69%
▼ 2.90%
2
Buy
Dec 10, 2024
MAX S&P 500 4X Leveraged ETN
0.36%
▼ 10.20%
1
Open
Dec 06, 2024
Vanguard S&P 500 ETF
3.98%
▼ 1.36%
1
Open
Dec 06, 2024
Salesforce
2.33%
▲ 9.74%
7
Buy
Dec 05, 2024
Canadian National Railway
▼ 10.20%
12
Close
Dec 05, 2024
Bitwise 10 Crypto Index Fund Units of Benef Interest
0.49%
▲ 57.53%
3
Buy
Dec 05, 2024
National Bank of Canada
0.64%
▼ 4.05%
1
Open
Dec 04, 2024
Shopify
0.75%
▲ 36.92%
8
Buy
Nov 26, 2024
Eli Lilly & Co
1.58%
▼ 13.83%
7
Buy
Nov 26, 2024