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New Portfolio Jun 2024 - New Portfolio

Lorena Novasio

New Portfolio Jun 2024
Individual Investor
Ranked #532,747 out of 788,370 TipRanks' Investors
Success Rate
53%
10 out of 19
profitable transactions
Average Return
-4.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.11%
6-Month Return▼ 6.10%
12-Month Return-
YTD Return▲ 2.02%
Total Return▼ 7.40%

Best Trade

Opened at
Closed at-
Gain▲ 23.27%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 6.30%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 4.49%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 4.92%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 3.21%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.95%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.23%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.06%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 0.04%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 6.30%
▼ 13.14%▲ 2.34%▲ 4.49%
▲ 2.93%▲ 2.10%▼ 4.92%
▲ 9.99%▼ 0.89%▼ 3.21%
▲ 26.03%▲ 5.96%▲ 4.95%
▲ 5.97%▼ 2.41%▼ 4.23%
▲ 5.25%▲ 2.69%▲ 2.06%
▼ 9.08%▲ 1.42%▼ 0.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Novo Nordisk
▼ 32.93%
4
Close
Feb 03, 2025
GooseHead Insurance
4.6%
▼ 5.02%
2
Buy
Feb 03, 2025
Invesco NASDAQ 100 ETF
16%
▲ 6.36%
3
Buy
Nov 09, 2024
Vanguard S&P 500 ETF
13.58%
▲ 3.99%
4
Buy
Nov 06, 2024
Costco
25.48%
▲ 19.25%
2
Buy
Nov 06, 2024
e.l.f. Beauty
0.46%
▼ 32.11%
3
Open
Jul 12, 2024
VanEck Semiconductor ETF
7.69%
▼ 5.21%
2
Sell
Jul 09, 2024
SPDR Portfolio S&P 500 Growth ETF
11.03%
▲ 12.44%
2
Sell
Jul 09, 2024
Eli Lilly & Co
16.13%
▼ 3.27%
2
Buy
Jul 09, 2024
Vanguard FTSE Emerging Markets ETF
▼ 0.30%
2
Close
Jun 25, 2024
Microsoft
5.02%
▼ 8.71%
1
Open
Jun 21, 2024