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New Portfolio - New Portfolio

PerformancePortfolio Details

mwillms

New Portfolio
Individual Investor
Ranked #160,150 out of 766,001 TipRanks' Investors
Success Rate
59%
106 out of 179
profitable transactions
Average Return
13.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.04%
6-Month Return-
12-Month Return-
YTD Return▲ 30.49%
Total Return▲ 30.49%

Best Trade

AssetRocket Lab USA (RKLB)
Opened at
Closed at-
Gain▲ 211.29%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.49%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 16.19%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.29%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.47%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 7.87%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 6.57%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%▼ 0.49%
▲ 25.72%▲ 1.21%▲ 16.19%
▼ 4.22%▲ 2.34%▼ 2.29%
▲ 7.82%▲ 2.10%▲ 0.47%
▲ 6.02%▼ 0.89%▲ 7.87%
▲ 5.59%▲ 5.20%▲ 6.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CORT
Corcept Therapeutics
0%
▲ 98.54%
3
Sell
Sep 26, 2024
VZLA
Vizsla Silver
0%
▼ 5.26%
1
Open
Jul 13, 2024
AGX
Silver X Mining
0%
▼ 16.67%
1
Open
Jul 06, 2024
DRX
ADF Group Inc. SV
4.21%
▼ 42.12%
3
Buy
Jun 26, 2024
MARA
Marathon Digital Holdings
0.04%
▼ 3.39%
3
Sell
Jun 26, 2024
DOL
Dollarama
0.72%
▲ 21.60%
3
Sell
Jun 26, 2024
VLE
Valeura Energy
0.86%
▲ 2.84%
3
Buy
Jun 26, 2024
XPO
XPO
0.51%
▲ 45.93%
3
Buy
Jun 26, 2024
SDE
Spartan Delta
0.12%
▼ 19.38%
3
Buy
Jun 26, 2024
VHI
Vitalhub
0.29%
▲ 43.26%
3
Sell
Jun 26, 2024
BITF
Bitfarms
0.11%
▼ 20.33%
2
Buy
Jun 26, 2024
CRWD
CrowdStrike Holdings
―
▼ 2.58%
2
Close
Jun 26, 2024
RKLB
Rocket Lab USA
0.38%
▲ 197.56%
2
Buy
Jun 26, 2024
KRYS
Krystal Biotech
0.33%
▲ 12.32%
2
Sell
Jun 26, 2024
MDB
MongoDB
0.22%
▲ 25.13%
2
Buy
Jun 26, 2024
MTDR
Matador Resources
0.28%
▼ 1.07%
2
Buy
Jun 26, 2024
SIS
Savaria
0.05%
▲ 30.15%
2
Buy
Jun 26, 2024
SMT
Sierra Metals
0.04%
▼ 4.60%
2
Sell
Jun 26, 2024
SOUN
SoundHound AI, Inc Class A
0.03%
▲ 74.37%
2
Buy
Jun 26, 2024
TOST
Toast Inc
0.06%
▲ 65.84%
2
Sell
Jun 26, 2024