JP Holds - New Portfolio

JP Rich Project

JP Holds
Individual Investor
Ranked #162,228 out of 757,311 TipRanks' Investors
Success Rate
63%
62 out of 99
profitable transactions
Average Return
2.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.25%
6-Month Return-
12-Month Return-
YTD Return▲ 10.24%
Total Return▲ 10.24%

Best Trade

Opened at
Closed at-
Gain▲ 41.25%

Bio

For the long haul

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.73%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.04%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.11%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 0.96%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.55%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.11%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%▼ 2.73%
▲ 11.46%▲ 5.06%▲ 5.04%
▼ 2.25%▲ 3.53%▲ 6.11%
▲ 25.76%▲ 1.21%▼ 0.96%
▼ 4.21%▲ 2.34%▲ 2.55%
▲ 2.65%▼ 0.40%▲ 0.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPDR S&P 500 ETF Trust
21.1%
▲ 3.73%
4
Buy
Aug 19, 2024
Apple
▲ 5.86%
6
Close
Aug 06, 2024
CrowdStrike Holdings
3.26%
▼ 0.80%
4
Open
Jul 19, 2024
Eli Lilly & Co
1.68%
▲ 15.11%
4
Sell
Jul 05, 2024
Nuveen Growth Opportunities ETF
4.78%
▲ 7.92%
3
Sell
Jul 05, 2024
Microsoft
6.38%
▼ 1.01%
3
Buy
Jul 05, 2024
Nvidia
6.82%
▲ 0.58%
4
Buy
Jul 05, 2024
Meta Platforms
5.14%
▲ 7.13%
3
Buy
Jul 05, 2024
Marvell
2.53%
▲ 7.88%
2
Sell
Jul 05, 2024
Micron
1.28%
▼ 33.58%
1
Open
Jul 01, 2024
Direxion Daily Semiconductor Bull 3x Shares
1.39%
▼ 37.33%
3
Buy
Jun 14, 2024
Tesla
4.32%
▲ 18.82%
5
Buy
Jun 14, 2024
EQT
▲ 0.52%
3
Close
Jun 14, 2024
Alphabet Class A
4.46%
▼ 9.17%
4
Buy
Jun 14, 2024
Coupang
▼ 6.79%
3
Close
Jun 14, 2024
Costco
▲ 6.83%
2
Close
Jun 14, 2024
Trade Desk
▲ 0.01%
3
Close
Jun 14, 2024
Analog Devices
1.06%
▼ 3.32%
1
Open
Jun 14, 2024
Resmed
▲ 4.97%
3
Close
Jun 09, 2024
Celanese
▼ 9.51%
3
Close
Jun 09, 2024