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New Portfolio Jun 2024 - New Portfolio

Daniel ben-oliel

New Portfolio Jun 2024
Individual Investor
Ranked #188,600 out of 788,174 TipRanks' Investors
Success Rate
80%
12 out of 15
profitable transactions
Average Return
22.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.36%
6-Month Return▲ 22.19%
12-Month Return-
YTD Return▲ 6.08%
Total Return▲ 35.41%

Best Trade

Opened at
Closed at-
Gain▲ 70.29%

Bio

lets hit the benchmark

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 7.27%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 5.05%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.45%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 3.49%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 13.12%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 7.68%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 6.93%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 0.79%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 7.27%
▼ 13.14%▲ 2.34%▲ 5.05%
▲ 2.93%▲ 2.10%▲ 2.45%
▲ 9.99%▼ 0.89%▲ 3.49%
▲ 26.03%▲ 5.96%▲ 13.12%
▲ 5.97%▼ 2.41%▼ 7.68%
▲ 5.25%▲ 2.69%▲ 6.93%
▼ 9.08%▲ 1.42%▼ 0.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Salesforce
8.42%
▲ 27.78%
2
Buy
Aug 28, 2024
SS&C Technologies Holdings
10.83%
▲ 33.11%
2
Buy
Aug 28, 2024
Veeva Systems
7.97%
▲ 19.20%
2
Buy
Aug 28, 2024
NMI Holdings
7.11%
▼ 10.66%
2
Buy
Aug 28, 2024
Texas Pacific Land
21.93%
▲ 67.30%
2
Buy
Aug 28, 2024
Intercontinental Exchange
11.4%
▲ 4.34%
1
Open
Aug 28, 2024
Markel
9.99%
▲ 17.63%
1
Open
Aug 28, 2024
Vertiv Holdings
6.52%
▲ 30.27%
1
Open
Aug 28, 2024
Howard Hughes Holdings
4.97%
▼ 1.68%
1
Open
Aug 28, 2024
Alphabet Class C
10.85%
▲ 13.74%
1
Open
Aug 28, 2024