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New Portfolio May 2024 - New Portfolio

Erick

New Portfolio May 2024
Individual Investor
Ranked #544,940 out of 813,701 TipRanks' Investors
Success Rate
45%
37 out of 82
profitable transactions
Average Return
-3.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.87%
6-Month Return▲ 11.56%
12-Month Return▲ 49.84%
YTD Return▲ 13.13%
Total Return▲ 37.33%

Best Trade

Opened at
Closed at-
Gain▲ 132.76%

Bio

Performance

27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▲ 1.77%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.91%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.69%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 5.77%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 0.35%
May 2025
▲ 6.24%
▲ 5.14%
▲ 11.71%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 6.19%
Jul 2025
▲ 6.85%
▲ 1.80%
▲ 0.58%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 1.77%
▼ 12.86%▼ 1.27%▼ 4.91%
▼ 1.80%▼ 5.57%▼ 7.69%
▲ 1.84%▼ 0.87%▲ 5.77%
▲ 12.20%▲ 6.28%▲ 0.35%
▲ 6.24%▲ 5.14%▲ 11.71%
▲ 27.89%▲ 2.30%▲ 6.19%
▲ 6.85%▲ 1.80%▲ 0.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Redfin
▼ 0.36%
2
Close
Jun 30, 2025
Rocket Companies
5.25%
▲ 30.68%
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%
▼ 24.46%
2
Sell
Aug 27, 2024
Imperial Petroleum
0%
▼ 20.50%
3
Sell
Aug 27, 2024
KLX Energy Services Holdings
0%
▼ 70.16%
3
Sell
Aug 27, 2024
Hello Group
0%
▲ 48.67%
3
Sell
Aug 27, 2024
Chimera Investment
0%
▲ 10.07%
2
Sell
Aug 27, 2024
COMPASS Pathways
1.54%
▼ 46.00%
1
Open
Aug 27, 2024
Compass
6.27%
▲ 58.48%
1
Open
Aug 27, 2024
Opendoor Technologies
3.4%
▲ 33.19%
1
Open
Aug 27, 2024
Rocket Pharmaceuticals
1.09%
▼ 84.03%
1
Open
Aug 27, 2024
Pioneer Power Solutions
▲ 16.24%
2
Close
Aug 13, 2024
Vimeo
0%
▲ 0.51%
2
Sell
Aug 13, 2024
Strong Global Entertainment, Inc. Class A
▼ 13.94%
4
Close
Aug 13, 2024
Tectonic Therapeutic
8.4%
▲ 50.84%
2
Buy
Aug 13, 2024
Revelation Biosciences
▼ 56.06%
4
Close
Aug 13, 2024
Rimini Street
8.68%
▲ 84.61%
3
Buy
Aug 13, 2024
Lument Finance Trust
▲ 5.51%
3
Close
Aug 13, 2024