tiprankstipranks

New Portfolio Apr 2024 - New Portfolio

Ed Chiu

New Portfolio Apr 2024
Individual Investor
Ranked #105,061 out of 770,014 TipRanks' Investors
Success Rate
65%
234 out of 362
profitable transactions
Average Return
14.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.05%
6-Month Return▲ 12.05%
12-Month Return-
YTD Return▲ 13.64%
Total Return▲ 13.64%

Best Trade

Opened at
Closed at-
Gain▲ 576.50%

Bio

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 6.08%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.51%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.51%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 2.10%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.49%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.11%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.06%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 7.36%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.08%
▲ 11.46%▲ 5.06%▲ 7.51%
▼ 2.25%▲ 3.53%▲ 5.51%
▲ 25.72%▲ 1.21%▼ 2.10%
▼ 4.22%▲ 2.34%▲ 0.49%
▲ 7.82%▲ 2.10%▲ 3.11%
▲ 5.70%▼ 0.89%▼ 2.06%
▲ 31.73%▲ 4.73%▲ 7.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eli Lilly & Co
1.9%
▼ 11.86%
6
Sell
Nov 18, 2024
JPMorgan Chase & Co.
1.99%
▲ 24.02%
10
Buy
Nov 15, 2024
Berkshire Hathaway B
1.95%
▲ 12.88%
12
Buy
Nov 15, 2024
Lantheus
0.07%
▼ 20.30%
4
Sell
Nov 15, 2024
Berkshire Hathaway A
5.17%
▲ 6.19%
10
Buy
Nov 15, 2024
Walt Disney
0.93%
▲ 7.32%
3
Buy
Nov 15, 2024
Colliers International Group
1.2%
▲ 3.92%
3
Buy
Nov 14, 2024
Snowflake
1.38%
▲ 36.01%
3
Buy
Nov 14, 2024
Shopify
0.9%
▲ 53.92%
7
Buy
Nov 12, 2024
TransMedics Group
▼ 38.49%
4
Close
Nov 10, 2024
Tesla
2.17%
▲ 30.26%
7
Buy
Nov 10, 2024
Grayscale Solana Trust
▼ 71.83%
4
Close
Nov 10, 2024
iShares Russell 1000 ETF
2.12%
▲ 0.13%
1
Open
Nov 10, 2024
Microsoft
▼ 3.22%
12
Close
Nov 09, 2024
Constellation Software
▲ 21.03%
13
Close
Nov 09, 2024
Salesforce
2.47%
▲ 17.98%
6
Buy
Nov 09, 2024
Super Micro Computer
▼ 70.80%
17
Close
Nov 09, 2024
Astrana Health
▼ 0.78%
2
Close
Nov 09, 2024
CVR Energy
0.12%
▲ 14.66%
3
Buy
Nov 09, 2024
iShares Russell 2000 Value ETF
1.44%
▲ 5.41%
3
Buy
Nov 06, 2024