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New Portfolio Apr 2024 - New Portfolio

Ed Chiu

New Portfolio Apr 2024
Individual Investor
Ranked #174,939 out of 788,174 TipRanks' Investors
Success Rate
59%
241 out of 406
profitable transactions
Average Return
13.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.20%
6-Month Return▲ 9.91%
12-Month Return-
YTD Return▲ 5.09%
Total Return▲ 15.29%

Best Trade

Opened at
Closed at-
Gain▲ 699.74%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 2.10%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.47%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.11%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.08%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 8.56%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.49%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.76%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 0.31%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 2.10%
▼ 13.14%▲ 2.34%▲ 0.47%
▲ 2.93%▲ 2.10%▲ 3.11%
▲ 9.99%▼ 0.89%▼ 2.08%
▲ 26.03%▲ 5.96%▲ 8.56%
▲ 5.97%▼ 2.41%▼ 4.49%
▲ 5.25%▲ 2.69%▲ 4.76%
▼ 9.08%▲ 1.42%▲ 0.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Constellation Software
18.52%
▲ 17.99%
17
Buy
Feb 21, 2025
Eli Lilly & Co
2.37%
▲ 3.85%
8
Buy
Feb 21, 2025
Lantheus
▼ 29.17%
5
Close
Feb 21, 2025
Colliers International Group
▼ 13.59%
4
Close
Feb 21, 2025
UnitedHealth
▼ 12.63%
6
Close
Feb 21, 2025
Transdigm Group
6.31%
▲ 1.60%
9
Buy
Feb 20, 2025
Medifast
0.02%
▲ 0.28%
2
Buy
Feb 20, 2025
Cameco
0.01%
0.00%
1
Open
Feb 20, 2025
International Business Machines
1.42%
▲ 27.92%
3
Buy
Feb 14, 2025
Tempus AI, Inc. Class A
0.37%
▲ 18.08%
2
Buy
Feb 14, 2025
EMCOR Group
▲ 17.31%
6
Close
Feb 13, 2025
CrowdStrike Holdings
2.21%
▲ 34.80%
3
Buy
Feb 13, 2025
American Express
1.6%
▲ 26.16%
13
Buy
Jan 30, 2025
MAX S&P 500 4X Leveraged ETN
0.27%
▲ 0.48%
3
Buy
Jan 30, 2025
Salesforce
1.68%
▲ 5.27%
8
Buy
Jan 28, 2025
Texas Pacific Land
7.31%
▲ 0.94%
1
Open
Jan 21, 2025
Microsoft
2.22%
▼ 3.04%
13
Open
Jan 10, 2025
North American Construction Group
0.01%
▼ 11.98%
2
Buy
Dec 31, 2024
Strategy
1.63%
▲ 9.38%
2
Buy
Dec 31, 2024
Berkshire Hathaway B
1.56%
▲ 13.34%
13
Buy
Dec 30, 2024