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New Portfolio Jun 2024 - New Portfolio

New Portfolio Jun 2024
Individual Investor
Ranked #414,031 out of 769,603 TipRanks' Investors
Success Rate
47%
22 out of 47
profitable transactions
Average Return
3.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.36%
6-Month Return-
12-Month Return-
YTD Return▲ 18.07%
Total Return▲ 18.07%

Best Trade

Opened at
Closed at-
Gain▲ 59.18%

Bio

Just trying to make life easy.

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.82%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.84%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.91%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.75%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.95%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 4.38%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▼ 0.82%
▲ 25.72%▲ 1.21%▲ 1.84%
▼ 4.22%▲ 2.34%▲ 5.91%
▲ 7.82%▲ 2.10%▲ 6.75%
▲ 5.70%▼ 0.89%▼ 0.95%
▲ 37.60%▲ 4.40%▲ 4.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
0%
▲ 5.82%
6
Open
Aug 04, 2024
SPDR S&P 500 ETF Trust
0%
▲ 15.45%
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
▲ 5.99%
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
Taiwan Semiconductor Manufacturing
▼ 14.69%
3
Close
Aug 02, 2024
CNA Financial
▼ 3.13%
2
Close
Jul 22, 2024
SPDR Gold Shares
13.63%
▲ 13.68%
3
Buy
Jul 18, 2024
Vertex
1.04%
▲ 53.09%
3
Buy
Jul 12, 2024
Novo Nordisk
▼ 0.66%
3
Close
Jul 12, 2024
Amazon
0%
▲ 1.06%
1
Open
Jul 11, 2024
Bitcoin
▼ 10.64%
3
Close
Jul 09, 2024
Life360, Inc.
1.1%
▲ 27.25%
2
Buy
Jul 06, 2024
Earth Science Tech
0%
▼ 28.00%
1
Open
Jul 06, 2024
Vivos
0%
▼ 48.48%
1
Open
Jul 01, 2024
Spectral Capital
0%
▲ 59.18%
1
Open
Jun 29, 2024