tiprankstipranks

New Portfolio May 2024 - New Portfolio

ToddLee

New Portfolio May 2024
Individual Investor
Ranked #217,445 out of 769,291 TipRanks' Investors
Success Rate
75%
9 out of 12
profitable transactions
Average Return
23.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.93%
6-Month Return-
12-Month Return-
YTD Return▲ 13.38%
Total Return▲ 13.38%

Best Trade

Opened at
Closed at-
Gain▲ 288.85%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 1.19%
May 2024
▼ 2.25%
▲ 3.53%
▼ 7.67%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.46%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 4.65%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 10.30%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.05%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 15.43%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▼ 1.19%
▼ 2.25%▲ 3.53%▼ 7.67%
▲ 25.72%▲ 1.21%▲ 3.46%
▼ 4.22%▲ 2.34%▼ 4.65%
▲ 7.82%▲ 2.10%▲ 10.30%
▲ 5.70%▼ 0.89%▼ 1.05%
▲ 37.60%▲ 4.40%▲ 15.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Aptiv
5.87%
▼ 35.36%
1
Open
May 24, 2024
Delta Air Lines
9.28%
▲ 22.97%
1
Open
May 24, 2024
Walt Disney
7.14%
▲ 12.74%
1
Open
May 24, 2024
Amdocs
9.65%
▲ 7.86%
1
Open
May 24, 2024
Intel
0.19%
▼ 19.94%
1
Open
May 24, 2024
IonQ
9.81%
▲ 288.85%
1
Open
May 24, 2024
NextEra Energy
11.73%
▲ 2.29%
1
Open
May 24, 2024
Realty Income
17.82%
▲ 13.04%
1
Open
May 24, 2024
Plug Power
0.8%
▼ 41.85%
1
Open
May 24, 2024
Snowflake
12.14%
▲ 9.73%
1
Open
May 24, 2024
iShares 20+ Year Treasury Bond ETF
9.76%
▲ 0.83%
1
Open
May 24, 2024
Unity Software
5.81%
▲ 15.77%
1
Open
May 24, 2024