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New Portfolio Jun 2024 - New Portfolio

PerformancePortfolio Details

New Portfolio Jun 2024
Individual Investor
Ranked #369,871 out of 766,001 TipRanks' Investors
Success Rate
51%
24 out of 47
profitable transactions
Average Return
5.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.85%
6-Month Return-
12-Month Return-
YTD Return▲ 20.97%
Total Return▲ 20.97%

Best Trade

AssetSpectral Ca... (FCCN)
Opened at
Closed at-
Gain▲ 104.08%

Bio

Just trying to make life easy.

Performance

25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▼ 0.95%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 6.94%
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%
▲ 6.02%▼ 0.89%▼ 0.95%
▲ 5.59%▲ 5.20%▲ 6.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NVDA
Nvidia
0%
▲ 7.23%
6
Open
Aug 04, 2024
SPY
SPDR S&P 500 ETF Trust
0%
▲ 15.97%
1
Open
Aug 04, 2024
GOOGL
Alphabet Class A
―
▼ 6.24%
3
Close
Aug 02, 2024
SNOW
Snowflake
―
▼ 7.44%
4
Close
Aug 02, 2024
SIRI
Sirius XM Holdings
―
▲ 5.99%
3
Close
Aug 02, 2024
FSELX
Fidelity Select Semiconductors Portfolio
―
▼ 13.60%
2
Close
Aug 02, 2024
FSPCX
Fidelity Select Insurance Portfolio
―
▲ 3.44%
2
Close
Aug 02, 2024
AVGO
Broadcom
―
▼ 14.99%
3
Close
Aug 02, 2024
TTD
Trade Desk
―
▼ 16.40%
3
Close
Aug 02, 2024
TSM
Taiwan Semiconductor Manufacturing
―
▼ 14.69%
3
Close
Aug 02, 2024
CNA
CNA Financial
―
▼ 3.13%
2
Close
Jul 22, 2024
GLD
SPDR Gold Shares
13.41%
▲ 12.83%
3
Buy
Jul 18, 2024
VERX
Vertex
0.99%
▲ 47.86%
3
Buy
Jul 12, 2024
NVO
Novo Nordisk
―
▼ 0.66%
3
Close
Jul 12, 2024
AMZN
Amazon
0%
▲ 6.73%
1
Open
Jul 11, 2024
BTC-USD
Bitcoin
―
▼ 10.64%
3
Close
Jul 09, 2024
LIF
Life360, Inc.
1.26%
▲ 47.52%
2
Buy
Jul 06, 2024
ETST
Earth Science Tech
0%
▼ 44.00%
1
Open
Jul 06, 2024
RDGL
Vivos
0%
▼ 32.73%
1
Open
Jul 01, 2024
FCCN
Spectral Capital
0%
▲ 104.08%
1
Open
Jun 29, 2024