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New Portfolio Apr 2024 - New Portfolio

Ed Chiu

New Portfolio Apr 2024
Individual Investor
Ranked #341,382 out of 793,704 TipRanks' Investors
Success Rate
50%
213 out of 427
profitable transactions
Average Return
4.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.62%
6-Month Return▼ 2.34%
12-Month Return-
YTD Return▼ 3.40%
Total Return▲ 5.41%

Best Trade

Opened at
Closed at-
Gain▲ 637.60%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 0.47%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.11%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.10%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 8.56%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 4.98%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 4.98%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.52%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 4.62%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 0.47%
▲ 2.93%▲ 2.10%▲ 3.11%
▲ 10.00%▼ 0.89%▼ 2.10%
▲ 26.01%▲ 5.96%▲ 8.56%
▲ 5.34%▼ 2.41%▼ 4.98%
▲ 5.88%▲ 2.69%▲ 4.98%
▼ 12.86%▼ 1.27%▼ 3.52%
▲ 5.30%▼ 4.02%▼ 4.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berkshire Hathaway B
1.69%
▲ 25.75%
14
Buy
Mar 27, 2025
Eli Lilly & Co
2.92%
▼ 3.42%
12
Buy
Mar 25, 2025
Transdigm Group
5.47%
▲ 6.09%
10
Buy
Mar 25, 2025
Berkshire Hathaway A
31.72%
▲ 14.83%
13
Buy
Mar 18, 2025
First Solar
▼ 37.99%
6
Close
Mar 14, 2025
Cameco
0.01%
▼ 2.88%
3
Buy
Mar 13, 2025
Bitwise 10 Crypto Index Fund Units of Benef Interest
0.21%
▲ 19.21%
4
Buy
Mar 11, 2025
CVR Energy
0.07%
▲ 17.87%
4
Buy
Mar 11, 2025
ProShares UltraPro S&P500
0.31%
▼ 11.93%
3
Buy
Mar 11, 2025
Tempus AI, Inc. Class A
0.21%
▼ 11.43%
4
Buy
Mar 06, 2025
Constellation Software
12.89%
▲ 14.71%
17
Buy
Feb 21, 2025
Lantheus
▼ 31.46%
5
Close
Feb 21, 2025
Colliers International Group
▼ 15.31%
4
Close
Feb 21, 2025
UnitedHealth
▼ 18.89%
6
Close
Feb 21, 2025
Medifast
0.01%
▼ 2.10%
2
Buy
Feb 20, 2025
International Business Machines
0.97%
▲ 18.97%
3
Buy
Feb 14, 2025
EMCOR Group
▲ 17.31%
6
Close
Feb 13, 2025
CrowdStrike Holdings
1.45%
▲ 13.29%
3
Buy
Feb 13, 2025
American Express
1.08%
▲ 12.94%
13
Buy
Jan 30, 2025
MAX S&P 500 4X Leveraged ETN
0.15%
▼ 28.11%
3
Buy
Jan 30, 2025