New Portfolio May 2024 - New Portfolio

ToddLee

New Portfolio May 2024
Individual Investor
Ranked #338,511 out of 766,001 TipRanks' Investors
Success Rate
58%
7 out of 12
profitable transactions
Average Return
12.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.26%
6-Month Return-
12-Month Return-
YTD Return▲ 6.93%
Total Return▲ 6.93%

Best Trade

Opened at
Closed at-
Gain▲ 194.07%

Bio

Performance

25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▼ 1.05%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 8.86%
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%
▲ 6.02%▼ 0.89%▼ 1.05%
▲ 5.59%▲ 5.20%▲ 8.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Aptiv
6.48%
▼ 31.86%
1
Open
May 24, 2024
Delta Air Lines
9.54%
▲ 18.53%
1
Open
May 24, 2024
Walt Disney
6.52%
▼ 2.69%
1
Open
May 24, 2024
Amdocs
11.07%
▲ 16.69%
1
Open
May 24, 2024
Intel
0.22%
▼ 14.17%
1
Open
May 24, 2024
IonQ
8.16%
▲ 194.07%
1
Open
May 24, 2024
NextEra Energy
12.67%
▲ 1.78%
1
Open
May 24, 2024
Realty Income
19.02%
▲ 13.28%
1
Open
May 24, 2024
Plug Power
0.92%
▼ 36.62%
1
Open
May 24, 2024
Snowflake
9.35%
▼ 22.59%
1
Open
May 24, 2024
iShares 20+ Year Treasury Bond ETF
10.65%
▲ 3.23%
1
Open
May 24, 2024
Unity Software
5.4%
▲ 5.67%
1
Open
May 24, 2024