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My Portfolio - New Portfolio

PerformancePortfolio Details

Grant

My Portfolio
Individual Investor
Ranked #102,272 out of 769,603 TipRanks' Investors
Success Rate
70%
78 out of 112
profitable transactions
Average Return
5.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.59%
6-Month Return-
12-Month Return-
YTD Return▲ 23.49%
Total Return▲ 23.49%

Best Trade

AssetStarbucks (SBUX)
Opened at
Closed at-
Gain▲ 37.98%

Bio

A mix of profitable growth & value stocks

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 9.68%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.58%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 9.09%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.21%
Oct 2024
▲ 37.60%
▲ 4.40%
▼ 0.15%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.72%▲ 1.21%▲ 9.68%
▼ 4.22%▲ 2.34%▲ 3.58%
▲ 7.82%▲ 2.10%▲ 9.09%
▲ 5.70%▼ 0.89%▼ 0.21%
▲ 37.60%▲ 4.40%▼ 0.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GOOGL
Alphabet Class A
17.01%
▲ 1.87%
5
Open
Sep 09, 2024
DLO
DLocal
―
▲ 5.68%
7
Close
Sep 09, 2024
PAX
Patria Investments
25.83%
▲ 7.85%
10
Buy
Sep 09, 2024
TNK
Teekay Tankers
―
▼ 11.11%
2
Close
Sep 09, 2024
QLYS
Qualys
―
▼ 2.00%
15
Close
Sep 04, 2024
PAC
Grupo Aeroportuario del Pacifico
―
▲ 12.27%
7
Close
Sep 04, 2024
NTES
NetEase
―
▼ 1.38%
6
Close
Sep 03, 2024
BSM
Black Stone Minerals
―
▲ 1.24%
10
Close
Aug 31, 2024
MSCI
MSCI
―
▲ 18.67%
3
Close
Aug 30, 2024
ULTA
Ulta Beauty
―
▲ 4.33%
9
Close
Aug 30, 2024
OMAB
Grupo Aeroportuario Del Centro
―
▲ 4.05%
6
Close
Aug 30, 2024
PDD
PDD Holdings
15.8%
▲ 4.58%
7
Buy
Aug 29, 2024
ODFL
Old Dominion Freight
―
▲ 11.43%
2
Close
Aug 26, 2024
VALE
Vale SA
15.36%
▼ 2.05%
10
Buy
Aug 24, 2024
VRSN
Verisign
―
▼ 4.82%
2
Close
Aug 07, 2024
LULU
Lululemon Athletica
26.01%
▲ 25.63%
5
Buy
Aug 05, 2024
MCD
McDonald's
―
▲ 10.86%
5
Close
Aug 02, 2024
MOH
Molina Healthcare
―
▲ 19.99%
8
Close
Aug 02, 2024
PAYC
Paycom
―
▲ 18.73%
5
Close
Aug 01, 2024
SBUX
Starbucks
―
▲ 13.52%
3
Close
Jul 29, 2024