tiprankstipranks

New Portfolio Jun 2024 - New Portfolio

Lorena Novasio

New Portfolio Jun 2024
Individual Investor
Ranked #497,508 out of 769,291 TipRanks' Investors
Success Rate
50%
9 out of 18
profitable transactions
Average Return
-4.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.23%
6-Month Return-
12-Month Return-
YTD Return▼ 7.66%
Total Return▼ 7.66%

Best Trade

Opened at
Closed at-
Gain▲ 13.69%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.24%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 6.30%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.49%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 4.92%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 3.21%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 2.24%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▲ 0.24%
▲ 25.72%▲ 1.21%▼ 6.30%
▼ 4.22%▲ 2.34%▲ 4.49%
▲ 7.82%▲ 2.10%▼ 4.92%
▲ 5.70%▼ 0.89%▼ 3.21%
▲ 37.60%▲ 4.40%▲ 2.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco NASDAQ 100 ETF
16.01%
▲ 1.93%
3
Buy
Nov 09, 2024
Novo Nordisk
3.37%
▼ 16.72%
3
Buy
Nov 09, 2024
GooseHead Insurance
2.43%
▲ 2.91%
1
Open
Nov 09, 2024
Vanguard S&P 500 ETF
14.04%
▲ 2.99%
4
Buy
Nov 06, 2024
Costco
24.72%
▲ 9.98%
2
Buy
Nov 06, 2024
e.l.f. Beauty
0.81%
▼ 20.84%
3
Open
Jul 12, 2024
VanEck Semiconductor ETF
7.84%
▼ 7.09%
2
Sell
Jul 09, 2024
SPDR Portfolio S&P 500 Growth ETF
11.06%
▲ 8.11%
2
Sell
Jul 09, 2024
Eli Lilly & Co
14.38%
▼ 17.12%
2
Buy
Jul 09, 2024
Vanguard FTSE Emerging Markets ETF
▼ 0.30%
2
Close
Jun 25, 2024
Microsoft
5.35%
▼ 7.86%
1
Open
Jun 21, 2024