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Individual Brokerage -7711 - New Portfolio

PerformancePortfolio Details

par Fore golf

Individual Brokerage -7711
Individual Investor
Ranked #222,428 out of 769,291 TipRanks' Investors
Success Rate
61%
43 out of 70
profitable transactions
Average Return
6.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.91%
6-Month Return▲ 33.21%
12-Month Return-
YTD Return▲ 22.07%
Total Return▲ 20.77%

Best Trade

AssetUpstart Hol... (UPST)
Opened at
Closed at-
Gain▲ 89.07%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 9.41%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.71%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.36%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.52%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 11.91%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.93%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.16%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 6.33%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 9.41%
▲ 11.46%▲ 5.06%▲ 2.71%
▼ 2.25%▲ 3.53%▲ 5.36%
▲ 25.72%▲ 1.21%▼ 1.52%
▼ 4.22%▲ 2.34%▲ 11.91%
▲ 7.82%▲ 2.10%▲ 1.93%
▲ 5.70%▼ 0.89%▲ 1.16%
▲ 37.60%▲ 4.40%▲ 6.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DENN
Denny's
1.91%
0.00%
1
Buy
Nov 22, 2024
CBRL
Cracker Barrel
1.93%
0.00%
1
Buy
Nov 22, 2024
CAKE
Cheesecake Factory
1.95%
0.00%
1
Buy
Nov 22, 2024
TTGT
TechTarget
4.04%
0.00%
1
Buy
Nov 22, 2024
AVGO
Broadcom
―
▲ 4.07%
4
Sell
Nov 19, 2024
FHN
First Horizon
―
▲ 16.41%
2
Close
Nov 19, 2024
RPD
Rapid7
5.92%
▲ 1.17%
1
Buy
Nov 13, 2024
VERX
Vertex
5.31%
▲ 4.99%
1
Buy
Nov 13, 2024
HAIN
Hain Celestial
―
▼ 13.16%
2
Close
Nov 09, 2024
AKAM
Akamai
―
▼ 2.79%
2
Sell
Nov 06, 2024
DRVN
Driven Brands Holdings
4.94%
▲ 2.42%
1
Buy
Nov 06, 2024
MITT
AG Mortgage
―
▲ 1.01%
5
Close
Nov 03, 2024
AIPI
REX AI Equity Premium Income ETF
10.42%
▼ 24.15%
4
Buy
Oct 28, 2024
FEPI
REX FANG & Innovation Equity Premium Income ETF
21.73%
▲ 6.13%
14
Buy
Oct 25, 2024
GEN
Gen Digital
5.95%
▲ 10.12%
1
Buy
Oct 23, 2024
APH
Amphenol
―
▼ 1.64%
5
Close
Oct 22, 2024
NXPI
NXP Semiconductors
―
▼ 8.49%
4
Sell
Oct 22, 2024
MRUS
Merus
4.48%
▼ 15.89%
1
Buy
Oct 22, 2024
VTI
Vanguard Total Stock Market ETF
―
▲ 0.73%
2
Sell
Oct 10, 2024
OKTA
Okta
―
▼ 25.41%
3
Close
Oct 01, 2024