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New Portfolio May 2024 - New Portfolio

Erick

New Portfolio May 2024
Individual Investor
Ranked #502,745 out of 858,800 TipRanks' Investors
Success Rate
46%
38 out of 82
profitable transactions
Average Return
3.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.69%
6-Month Return▲ 3.37%
12-Month Return▲ 54.91%
YTD Return▲ 3.96%
Total Return▲ 50.65%

Best Trade

Opened at
Closed at-
Gain▲ 281.42%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.26%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.68%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 3.50%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.02%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.50%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 1.56%
Feb 2026
▲ 0.60%
▼ 4.94%
▲ 3.20%
Mar 2026
▲ 4.98%
▲ 4.55%
▲ 0.82%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 0.26%
▲ 10.96%▲ 2.38%▲ 0.68%
▼ 3.68%▲ 0.19%▼ 3.50%
▼ 0.10%▲ 0.08%▼ 0.02%
▲ 4.06%▲ 1.47%▲ 1.50%
▼ 1.12%▼ 0.86%▼ 1.56%
▲ 0.60%▼ 4.94%▲ 3.20%
▲ 4.98%▲ 4.55%▲ 0.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vimeo
▲ 100.26%
3
Close
Nov 21, 2025
Redfin
▼ 0.36%
2
Close
Jun 30, 2025
Rocket Companies
3.67%
▲ 5.92%
1
Open
Jun 30, 2025
Profire Energy
▲ 51.17%
4
Close
Jan 06, 2025
Iteris
▲ 56.64%
3
Close
Oct 31, 2024
W&T Offshore
0%
▲ 23.44%
2
Sell
Aug 27, 2024
Imperial Petroleum
0%
▲ 14.83%
3
Sell
Aug 27, 2024
KLX Energy Services Holdings
0%
▼ 63.96%
3
Sell
Aug 27, 2024
Hello Group
0%
▲ 10.92%
3
Sell
Aug 27, 2024
Chimera Investment
0%
▲ 17.82%
2
Sell
Aug 27, 2024
COMPASS Pathways
1.72%
▼ 30.25%
1
Open
Aug 27, 2024
Compass
4.45%
▲ 30.51%
1
Open
Aug 27, 2024
Opendoor Technologies
3.98%
▲ 81.09%
1
Open
Aug 27, 2024
Rocket Pharmaceuticals
1.11%
▼ 81.15%
1
Open
Aug 27, 2024
Pioneer Power Solutions
▲ 16.24%
2
Close
Aug 13, 2024
Strong Global Entertainment, Inc. Class A
▼ 13.94%
4
Close
Aug 13, 2024
Tectonic Therapeutic
9.58%
▲ 99.47%
2
Buy
Aug 13, 2024
Revelation Biosciences
▼ 56.06%
4
Close
Aug 13, 2024
Rimini Street
6.17%
▲ 52.25%
3
Buy
Aug 13, 2024
Lument Finance Trust
▲ 5.52%
3
Close
Aug 13, 2024