New Portfolio Apr 2024 - New Portfolio

Ed Chiu

New Portfolio Apr 2024
Individual Investor
Ranked #94,744 out of 766,001 TipRanks' Investors
Success Rate
67%
230 out of 344
profitable transactions
Average Return
12.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.78%
6-Month Return▲ 13.97%
12-Month Return-
YTD Return▲ 10.70%
Total Return▲ 10.70%

Best Trade

Opened at
Closed at-
Gain▲ 495.82%

Bio

Performance

25.72%0-25.72%
▼ 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
▼ 4.21%
▲ 2.34%
▲ 0.49%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.11%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.02%
Oct 2024
▲ 6.70%
▲ 4.74%
▲ 4.54%
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%
▼ 4.21%▲ 2.34%▲ 0.49%
▲ 7.82%▲ 2.10%▲ 3.11%
▲ 6.02%▼ 0.89%▼ 2.02%
▲ 6.70%▲ 4.74%▲ 4.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares Russell 2000 Value ETF
1.46%
▲ 3.35%
3
Buy
Nov 06, 2024
Canadian National Railway
0.91%
▼ 8.97%
11
Buy
Nov 05, 2024
Chipotle
▼ 9.53%
11
Close
Nov 05, 2024
Grayscale Solana Trust
0.15%
▼ 82.07%
3
Sell
Nov 05, 2024
Berkshire Hathaway A
3.44%
▲ 3.80%
9
Buy
Nov 05, 2024
Colliers International Group
0.1%
▲ 1.90%
1
Open
Nov 05, 2024
American Express
2.35%
▲ 21.56%
12
Buy
Nov 01, 2024
JPMorgan Chase & Co.
1.76%
▲ 19.74%
9
Buy
Nov 01, 2024
Berkshire Hathaway B
0.8%
▲ 10.56%
11
Buy
Nov 01, 2024
Transdigm Group
11.13%
▲ 4.57%
7
Buy
Nov 01, 2024
First Solar
0.32%
▼ 10.45%
4
Buy
Nov 01, 2024
BHP Group
0.86%
▲ 2.23%
4
Buy
Nov 01, 2024
CVR Energy
0.12%
▲ 15.85%
2
Buy
Nov 01, 2024
Tesla
1.06%
▲ 36.29%
5
Buy
Oct 31, 2024
Alphabet Class C
1.48%
▲ 6.36%
3
Buy
Oct 30, 2024
Invesco QQQ Trust
4.23%
▲ 12.54%
11
Buy
Oct 29, 2024
TMX Group
0.27%
▲ 12.25%
5
Buy
Oct 18, 2024
Vanguard S&P500 Indx
0.87%
▲ 8.27%
7
Buy
Oct 18, 2024
Super Micro Computer
▼ 69.18%
16
Buy
Oct 14, 2024
Shopify
0.65%
▲ 33.77%
5
Buy
Oct 14, 2024