My Portfolio - New Portfolio

Grant

My Portfolio
Individual Investor
Ranked #117,884 out of 757,311 TipRanks' Investors
Success Rate
65%
73 out of 112
profitable transactions
Average Return
4.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.25%
6-Month Return-
12-Month Return-
YTD Return▲ 14.71%
Total Return▲ 14.71%

Best Trade

Opened at
Closed at-
Gain▲ 28.59%

Bio

A mix of profitable growth & value stocks

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 9.68%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.57%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.97%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.76%▲ 1.21%▲ 9.68%
▼ 4.21%▲ 2.34%▲ 3.57%
▲ 2.65%▼ 0.40%▲ 0.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
17.61%
▲ 0.77%
5
Open
Sep 09, 2024
DLocal
▲ 5.68%
7
Close
Sep 09, 2024
Patria Investments
25.06%
▼ 4.00%
10
Buy
Sep 09, 2024
Teekay Tankers
▲ 1.95%
2
Close
Sep 09, 2024
Qualys
▼ 2.00%
15
Close
Sep 04, 2024
Grupo Aeroportuario del Pacifico
▲ 12.27%
7
Close
Sep 04, 2024
NetEase
▼ 3.48%
6
Close
Sep 03, 2024
Black Stone Minerals
▼ 1.34%
10
Close
Aug 31, 2024
MSCI
▲ 18.67%
3
Close
Aug 30, 2024
Ulta Beauty
▲ 4.33%
9
Close
Aug 30, 2024
Grupo Aeroportuario Del Centro
▲ 4.05%
6
Close
Aug 30, 2024
PDD Holdings
16.61%
▲ 3.28%
7
Buy
Aug 29, 2024
Old Dominion Freight
▲ 11.43%
2
Close
Aug 26, 2024
Vale SA
17.35%
▲ 2.36%
10
Buy
Aug 24, 2024
Verisign
▼ 4.82%
2
Close
Aug 07, 2024
Lululemon Athletica
23.36%
▲ 7.05%
5
Buy
Aug 05, 2024
McDonald's
▲ 10.86%
5
Close
Aug 02, 2024
Molina Healthcare
▲ 19.99%
8
Close
Aug 02, 2024
Paycom
▲ 18.73%
5
Close
Aug 01, 2024
Starbucks
▲ 10.39%
3
Close
Jul 29, 2024