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New Portfolio Jun 2024 - New Portfolio

New Portfolio Jun 2024
Individual Investor
Ranked #535,648 out of 858,885 TipRanks' Investors
Success Rate
36%
17 out of 47
profitable transactions
Average Return
-2.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.69%
6-Month Return▼ 17.03%
12-Month Return▲ 3.39%
YTD Return▼ 12.49%
Total Return▲ 11.34%

Best Trade

Opened at
Closed at-
Gain▲ 102.72%

Bio

Just trying to make life easy.

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.77%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.20%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 7.61%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.12%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.15%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 5.84%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 8.62%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 0.54%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 0.77%
▲ 10.96%▲ 2.38%▲ 1.20%
▼ 3.68%▲ 0.19%▼ 7.61%
▼ 0.10%▲ 0.08%▲ 1.12%
▲ 4.06%▲ 1.47%▲ 1.15%
▼ 1.12%▼ 0.86%▼ 5.84%
▲ 0.60%▼ 4.94%▼ 8.62%
▲ 4.89%▲ 4.48%▲ 0.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
0%
▲ 17.46%
6
Open
Aug 04, 2024
SPDR S&P 500 ETF Trust
0%
▲ 34.09%
1
Open
Aug 04, 2024
Alphabet Class A
▼ 6.24%
3
Close
Aug 02, 2024
Snowflake
▼ 7.44%
4
Close
Aug 02, 2024
Sirius XM Holdings
▲ 6.00%
3
Close
Aug 02, 2024
Fidelity Select Semiconductors Portfolio
▼ 13.60%
2
Close
Aug 02, 2024
Fidelity Select Insurance Portfolio
▲ 3.44%
2
Close
Aug 02, 2024
Broadcom
▼ 14.99%
3
Close
Aug 02, 2024
Trade Desk
▼ 16.40%
3
Close
Aug 02, 2024
TSMC
▼ 14.69%
3
Close
Aug 02, 2024
CNA Financial
▼ 3.13%
2
Close
Jul 22, 2024
SPDR Gold Shares
19.35%
▲ 98.90%
3
Buy
Jul 18, 2024
Vertex
0.17%
▼ 69.29%
3
Buy
Jul 12, 2024
Novo Nordisk
▼ 0.66%
3
Close
Jul 12, 2024
Amazon
0%
▲ 22.21%
1
Open
Jul 11, 2024
Bitcoin
▼ 7.08%
3
Close
Jul 09, 2024
Life360, Inc.
0.83%
▲ 18.40%
2
Buy
Jul 06, 2024
Earth Science Tech
0%
▼ 48.40%
1
Open
Jul 06, 2024
Vivos
0%
▼ 52.12%
1
Open
Jul 01, 2024
Spectral Capital
0%
▼ 3.67%
1
Open
Jun 29, 2024