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New Portfolio May 2024 - New Portfolio

Erick

New Portfolio May 2024
Individual Investor
Ranked #400,114 out of 786,879 TipRanks' Investors
Success Rate
52%
42 out of 81
profitable transactions
Average Return
2.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.18%
6-Month Return▲ 44.91%
12-Month Return-
YTD Return▲ 6.87%
Total Return▲ 32.82%

Best Trade

Opened at
Closed at-
Gain▲ 240.63%

Bio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 8.02%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 10.78%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.91%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 1.54%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.53%
Nov 2024
▲ 5.82%
▼ 2.41%
▲ 18.22%
Dec 2024
▲ 4.97%
▲ 2.69%
▲ 7.25%
Jan 2025
▼ 8.36%
▲ 1.31%
▼ 0.35%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 8.02%
▼ 13.14%▲ 2.34%▼ 10.78%
▲ 2.93%▲ 2.10%▲ 1.91%
▲ 9.99%▼ 0.89%▲ 1.54%
▲ 26.04%▲ 5.96%▲ 9.53%
▲ 5.82%▼ 2.41%▲ 18.22%
▲ 4.97%▲ 2.69%▲ 7.25%
▼ 8.36%▲ 1.31%▼ 0.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Profire Energy
▲ 51.17%
4
Close
Jan 06, 2025
Iteris
▲ 56.64%
3
Close
Oct 31, 2024
W&T Offshore
0%
▼ 24.14%
2
Sell
Aug 27, 2024
Imperial Petroleum, Inc.
0%
▼ 25.32%
3
Sell
Aug 27, 2024
KLX Energy Services Holdings
0%
▼ 23.20%
3
Sell
Aug 27, 2024
Hello Group
0%
▲ 34.99%
3
Sell
Aug 27, 2024
Chimera Investment
0%
▲ 7.52%
2
Sell
Aug 27, 2024
COMPASS Pathways
1.51%
▼ 42.88%
1
Open
Aug 27, 2024
Compass
5.23%
▲ 43.14%
1
Open
Aug 27, 2024
Opendoor Technologies
1.53%
▼ 34.87%
1
Open
Aug 27, 2024
Rocket Pharmaceuticals
3.45%
▼ 45.18%
1
Open
Aug 27, 2024
Redfin
2.92%
▼ 21.02%
1
Open
Aug 27, 2024
Pioneer Power Solutions
▲ 16.24%
2
Close
Aug 13, 2024
Vimeo
0%
▲ 70.15%
2
Sell
Aug 13, 2024
Strong Global Entertainment, Inc. Class A
▼ 13.94%
4
Close
Aug 13, 2024
Tectonic Therapeutic
11.73%
▲ 128.22%
2
Buy
Aug 13, 2024
Revelation Biosciences
▼ 56.06%
4
Close
Aug 13, 2024
Rimini Street
6.77%
▲ 55.89%
3
Buy
Aug 13, 2024
Lument Finance Trust
▲ 5.52%
3
Close
Aug 13, 2024
National Cinemedia
0%
▲ 53.36%
2
Sell
Aug 13, 2024