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Individual Brokerage -5867 - New Portfolio

Individual Brokerage -5867
Individual Investor
Ranked #264,460 out of 769,291 TipRanks' Investors
Success Rate
67%
20 out of 30
profitable transactions
Average Return
3.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.15%
6-Month Return▲ 12.01%
12-Month Return▲ 48.22%
YTD Return▲ 41.91%
Total Return▲ 56.14%

Best Trade

Opened at
Closed at-
Gain▲ 90.89%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▲ 5.21%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.54%
May 2024
▼ 2.25%
▲ 3.53%
▲ 8.07%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 4.74%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.11%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.98%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.42%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 4.31%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▲ 5.21%
▲ 11.46%▲ 5.06%▲ 8.54%
▼ 2.25%▲ 3.53%▲ 8.07%
▲ 25.72%▲ 1.21%▼ 4.74%
▼ 4.22%▲ 2.34%▲ 1.11%
▲ 7.82%▲ 2.10%▲ 2.98%
▲ 5.70%▼ 0.89%▲ 0.42%
▲ 37.60%▲ 4.40%▲ 4.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oracle
0.65%
▲ 7.69%
2
Buy
Oct 15, 2024
Schwab US Dividend Equity ETF
1.97%
▼ 15.20%
4
Buy
Oct 15, 2024
Taiwan Semiconductor Manufacturing
▲ 16.61%
3
Close
Oct 10, 2024
Alphabet Class C
▲ 21.17%
2
Close
Oct 10, 2024
Alphabet Class A
1.82%
▲ 8.12%
4
Buy
Oct 09, 2024
Broadcom
3.2%
▲ 5.05%
2
Buy
Oct 09, 2024
Amazon
16.71%
▲ 2.94%
2
Buy
Oct 09, 2024
Nvidia
32%
▼ 5.23%
3
Buy
Oct 09, 2024
American Express
1.28%
▲ 17.65%
2
Buy
Aug 19, 2024
Chipotle
0.89%
▼ 2.87%
3
Buy
Jul 03, 2024
SPDR S&P 500 ETF Trust
3.53%
▲ 11.73%
1
Buy
May 21, 2024
Advanced Micro Devices
3.63%
▼ 16.50%
1
Buy
May 21, 2024
Microsoft
7.07%
▼ 3.77%
1
Buy
May 21, 2024
Vanguard S&P 500 ETF
8.35%
▲ 11.70%
1
Buy
May 21, 2024
Apple
18.9%
▲ 18.80%
1
Buy
May 21, 2024