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New Portfolio Jun 2024 - New Portfolio

Lorena Novasio

New Portfolio Jun 2024
Individual Investor
Ranked #553,816 out of 806,423 TipRanks' Investors
Success Rate
58%
11 out of 19
profitable transactions
Average Return
-2.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.58%
6-Month Return▲ 6.72%
12-Month Return▼ 4.12%
YTD Return▲ 7.93%
Total Return▼ 2.36%

Best Trade

Opened at
Closed at-
Gain▲ 19.64%

Bio

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 4.40%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 1.59%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.53%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 0.24%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.31%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.37%
Jun 2025
▲ 0.39%
▲ 0.42%
▼ 0.24%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 4.40%
▲ 6.03%▲ 2.69%▲ 1.59%
▼ 12.86%▼ 1.27%▲ 1.18%
▼ 1.80%▼ 5.57%▼ 7.53%
▲ 1.83%▼ 0.87%▼ 0.24%
▲ 12.20%▲ 6.28%▲ 9.31%
▲ 6.24%▲ 5.14%▲ 4.37%
▲ 0.39%▲ 0.42%▼ 0.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Novo Nordisk
▼ 32.93%
4
Close
Feb 03, 2025
GooseHead Insurance
4.38%
▼ 8.63%
2
Buy
Feb 03, 2025
Invesco NASDAQ 100 ETF
16.58%
▲ 11.66%
3
Buy
Nov 09, 2024
Vanguard S&P 500 ETF
13.9%
▲ 6.81%
4
Buy
Nov 06, 2024
Costco
23.95%
▲ 13.18%
2
Buy
Nov 06, 2024
e.l.f. Beauty
0.79%
▼ 19.18%
3
Open
Jul 12, 2024
VanEck Semiconductor ETF
8.57%
▲ 6.65%
2
Sell
Jul 09, 2024
SPDR Portfolio S&P 500 Growth ETF
11.59%
▲ 19.64%
2
Sell
Jul 09, 2024
Eli Lilly & Co
14.25%
▼ 13.54%
2
Buy
Jul 09, 2024
Vanguard FTSE Emerging Markets ETF
▼ 0.30%
2
Close
Jun 25, 2024
Microsoft
5.99%
▲ 10.02%
1
Open
Jun 21, 2024