New Portfolio Jun 2024 - New Portfolio

Craig Kopecky

New Portfolio Jun 2024
Individual Investor
Ranked #320,628 out of 767,017 TipRanks' Investors
Success Rate
56%
24 out of 43
profitable transactions
Average Return
6.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.89%
6-Month Return-
12-Month Return-
YTD Return▼ 10.50%
Total Return▼ 10.50%

Best Trade

Opened at
Closed at-
Gain▲ 242.41%

Bio

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

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 9.97%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 6.11%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.92%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.48%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.43%
Oct 2024
▲ 9.99%
▲ 4.97%
▲ 3.83%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▼ 9.97%
▲ 25.72%▲ 1.21%▼ 6.11%
▼ 4.22%▲ 2.34%▼ 1.92%
▲ 7.82%▲ 2.10%▲ 5.48%
▲ 6.02%▼ 0.89%▼ 1.43%
▲ 9.99%▲ 4.97%▲ 3.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Novo Nordisk
7.5%
▼ 0.13%
1
Open
Nov 08, 2024
Adobe
12.44%
▲ 6.53%
2
Buy
Oct 26, 2024
Wolfspeed
0.29%
▼ 45.68%
1
Open
Oct 20, 2024
Alphabet Class A
8.36%
▲ 10.10%
1
Open
Oct 13, 2024
Eli Lilly & Co
14.23%
▼ 4.43%
5
Buy
Oct 03, 2024
Astera Labs, Inc.
5.74%
▲ 69.56%
1
Open
Sep 27, 2024
Crocs
▼ 5.64%
2
Close
Sep 19, 2024
AeroVironment
▼ 0.93%
3
Close
Sep 16, 2024
Avidity Biosciences
1.84%
▲ 8.49%
2
Buy
Sep 16, 2024
PDD Holdings
2.65%
▼ 1.95%
2
Buy
Sep 16, 2024
Nvidia
9.57%
▲ 4.10%
4
Open
Sep 05, 2024
Viking Therapeutics
0%
▲ 11.50%
3
Sell
Sep 01, 2024
LifeMD
0.25%
▲ 31.14%
1
Open
Aug 12, 2024
IonQ
3.13%
▲ 242.41%
1
Open
Aug 12, 2024
Baidu
2.96%
▼ 0.50%
1
Open
Aug 12, 2024
Alibaba
2.15%
▲ 19.09%
2
Buy
Jul 29, 2024
Olema Pharmaceuticals
0.4%
▼ 9.66%
2
Buy
Jul 29, 2024
Inovio Pharmaceuticals
0.12%
▼ 52.62%
1
Open
Jul 29, 2024
GRAIL Inc
0.93%
▼ 2.27%
1
Open
Jul 29, 2024
Illumina
0.85%
▲ 21.44%
1
Open
Jul 29, 2024