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Individual Brokerage -5867 - New Portfolio
Individual Brokerage -5867
Individual Investor
Ranked #501,162 out of 795,221 TipRanks' Investors
Success Rate
14 out of 30
profitable transactions
profitable transactions
Average Return
-6.77%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.64%
6-Month Return▼ 7.53%
12-Month Return▲ 11.17%
YTD Return▼ 12.41%
Total Return▲ 40.12%
Best Trade
Bio
Performance
26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 2.98%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.23%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.00%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 1.98%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 0.70%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.21%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.33%
Mar 2025
▼ 10.19%
▼ 1.93%
▲ 0.10%
Apr 2025
▲ 2.93%▲ 2.10%▲ 2.98%
▲ 10.00%▼ 0.89%▲ 0.23%
▲ 26.01%▲ 5.96%▲ 5.00%
▲ 5.33%▼ 2.41%▲ 1.98%
▲ 5.87%▲ 2.69%▲ 0.70%
▼ 12.86%▼ 1.27%▼ 5.21%
▼ 1.80%▼ 5.57%▼ 8.33%
▼ 10.19%▼ 1.93%▲ 0.10%
Recent Activity
Oracle
0.54%
▼ 21.83%
2
Buy
Oct 15, 2024
Schwab US Dividend Equity ETF
1.97%
▼ 24.30%
4
Buy
Oct 15, 2024
TSMC
―
▲ 16.61%
3
Close
Oct 10, 2024
Alphabet Class C
―
▲ 21.17%
2
Close
Oct 10, 2024
Alphabet Class A
1.99%
▲ 2.36%
4
Buy
Oct 09, 2024
Broadcom
4.11%
▲ 18.64%
2
Buy
Oct 09, 2024
Amazon
18.45%
▼ 0.84%
2
Buy
Oct 09, 2024
Nvidia
29.37%
▼ 26.12%
3
Buy
Oct 09, 2024
American Express
1.27%
▲ 5.35%
2
Buy
Aug 19, 2024
Chipotle
0.84%
▼ 17.52%
3
Buy
Jul 03, 2024
SPDR S&P 500 ETF Trust
3.71%
▲ 3.25%
1
Buy
May 21, 2024
Advanced Micro Devices
2.9%
▼ 41.19%
1
Buy
May 21, 2024
Microsoft
7.54%
▼ 8.99%
1
Buy
May 21, 2024
Vanguard S&P 500 ETF
8.68%
▲ 2.17%
1
Buy
May 21, 2024
Apple
18.63%
▲ 3.38%
1
Buy
May 21, 2024