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New Portfolio Jun 2024 - New Portfolio

Craig Kopecky

New Portfolio Jun 2024
Individual Investor
Ranked #429,789 out of 793,101 TipRanks' Investors
Success Rate
35%
19 out of 55
profitable transactions
Average Return
-1.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.55%
6-Month Return▼ 3.12%
12-Month Return-
YTD Return▲ 0.86%
Total Return▼ 17.10%

Best Trade

Opened at
Closed at-
Gain▲ 288.69%

Bio

Mainly Tech, biotech, and a fewPharm (stick with what you know)

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 1.92%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.48%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.69%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 1.99%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 6.25%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 4.34%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.05%
Feb 2025
▲ 7.47%
▼ 3.09%
▲ 1.80%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 1.92%
▲ 2.93%▲ 2.10%▲ 5.48%
▲ 10.00%▼ 0.89%▼ 1.69%
▲ 26.01%▲ 5.96%▲ 1.99%
▲ 5.34%▼ 2.41%▼ 6.25%
▲ 5.88%▲ 2.69%▲ 4.34%
▼ 12.86%▼ 1.27%▼ 5.05%
▲ 7.47%▼ 3.09%▲ 1.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TG Therapeutics
▲ 30.43%
2
Close
Mar 17, 2025
Regeneron
0%
▼ 7.96%
1
Open
Mar 11, 2025
JD
1.65%
▲ 8.29%
1
Open
Feb 24, 2025
Stoke Therapeutics
0%
▼ 2.47%
1
Open
Feb 22, 2025
GeneDx Holdings
1.06%
▼ 8.49%
1
Open
Feb 18, 2025
Micron
2.5%
▼ 2.59%
1
Open
Feb 14, 2025
Viking Therapeutics
0.76%
▼ 35.80%
4
Buy
Jan 24, 2025
Synopsys
4.72%
▼ 10.60%
1
Open
Dec 11, 2024
Amazon
4.4%
▲ 1.51%
3
Buy
Nov 28, 2024
Advanced Micro Devices
▼ 23.49%
4
Buy
Nov 28, 2024
Wolfspeed
0.27%
▼ 43.24%
2
Buy
Nov 28, 2024
Novo Nordisk
2.33%
▼ 29.73%
1
Open
Nov 08, 2024
Adobe
4.07%
▼ 20.17%
2
Buy
Oct 26, 2024
Alphabet Class A
3.46%
▲ 1.88%
1
Open
Oct 13, 2024
Eli Lilly & Co
6.69%
▲ 1.29%
5
Buy
Oct 03, 2024
Astera Labs, Inc.
2.09%
▲ 37.86%
1
Open
Sep 27, 2024
Crocs
▼ 5.64%
2
Close
Sep 19, 2024
AeroVironment
▼ 0.93%
3
Close
Sep 16, 2024
Avidity Biosciences
0.52%
▼ 22.69%
2
Buy
Sep 16, 2024
PDD Holdings
1.32%
▲ 10.39%
2
Buy
Sep 16, 2024