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investment v1 - New Portfolio

investment v1
Individual Investor
Ranked #491,982 out of 797,896 TipRanks' Investors
Success Rate
33%
8 out of 24
profitable transactions
Average Return
-11.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 16.28%
6-Month Return▼ 17.38%
12-Month Return-
YTD Return▼ 12.73%
Total Return▼ 14.73%

Best Trade

Opened at
Closed at
Gain▲ 34.08%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 2.90%
Oct 2024
▲ 25.97%
▲ 5.96%
▼ 1.03%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 3.25%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 0.71%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.96%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.93%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 2.65%
Apr 2025
▲ 1.60%
▲ 2.20%
▲ 2.81%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 2.90%
▲ 25.97%▲ 5.96%▼ 1.03%
▲ 5.39%▼ 2.41%▼ 3.25%
▲ 6.00%▲ 2.69%▲ 0.71%
▼ 12.86%▼ 1.27%▼ 5.96%
▼ 1.80%▼ 5.57%▼ 7.93%
▲ 1.74%▼ 0.87%▼ 2.65%
▲ 1.60%▲ 2.20%▲ 2.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Micron
12.64%
▼ 5.82%
3
Buy
Apr 08, 2025
Meta Platforms
5.19%
▲ 25.62%
2
Sell
Apr 02, 2025
Advanced Micro Devices
0%
▼ 27.92%
9
Sell
Feb 21, 2025
Enovix
0%
▼ 37.93%
2
Sell
Dec 16, 2024
Alphabet Class A
0%
▼ 5.16%
2
Sell
Nov 21, 2024
Nvidia
82.17%
▼ 8.99%
5
Buy
Nov 21, 2024
Amazon
0%
▲ 11.63%
3
Sell
Nov 21, 2024
Apple
0%
▼ 1.97%
4
Sell
Nov 21, 2024
First Solar
0%
▼ 34.23%
2
Sell
Nov 21, 2024
TPI Composites
▼ 62.49%
2
Close
Nov 19, 2024
Li Auto
▲ 34.08%
3
Close
Oct 10, 2024
Microsoft
▲ 0.12%
3
Close
Oct 10, 2024
Stellantis
▼ 38.74%
3
Close
Oct 10, 2024
Farfetch
0.00%
2
Close
Sep 12, 2024