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My Portfolio - New Portfolio

PerformancePortfolio Details

Grant

My Portfolio
Individual Investor
Ranked #105,554 out of 783,334 TipRanks' Investors
Success Rate
69%
77 out of 112
profitable transactions
Average Return
7.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.87%
6-Month Return▲ 11.97%
12-Month Return-
YTD Return▲ 5.05%
Total Return▲ 23.12%

Best Trade

AssetLululemon A... (LULU)
Opened at
Closed at-
Gain▲ 76.16%

Bio

A mix of profitable growth & value stocks

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
―
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 9.68%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.58%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 9.09%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.26%
Oct 2024
▲ 26.04%
▲ 5.96%
▼ 2.23%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.04%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 5.05%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%―
▲ 8.13%▲ 1.21%▲ 9.68%
▼ 13.14%▲ 2.34%▲ 3.58%
▲ 2.93%▲ 2.10%▲ 9.09%
▲ 9.99%▼ 0.89%▼ 1.26%
▲ 26.04%▲ 5.96%▼ 2.23%
▲ 5.93%▼ 2.41%▼ 2.04%
▲ 2.91%▲ 3.15%▲ 5.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GOOGL
Alphabet Class A
18.29%
▲ 8.80%
5
Open
Sep 09, 2024
DLO
DLocal
―
▲ 5.68%
7
Close
Sep 09, 2024
PAX
Patria Investments
22.16%
▲ 1.28%
10
Buy
Sep 09, 2024
TNK
Teekay Tankers
―
▼ 11.77%
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
―
▲ 1.72%
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
16.22%
▲ 13.02%
7
Buy
Aug 29, 2024
ODFL
Old Dominion Freight
―
▲ 11.43%
2
Close
Aug 26, 2024
VALE
Vale SA
12.83%
▼ 9.71%
10
Buy
Aug 24, 2024
VRSN
Verisign
―
▼ 4.82%
2
Close
Aug 07, 2024
LULU
Lululemon Athletica
30.5%
▲ 62.90%
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
―
▲ 16.25%
3
Close
Jul 29, 2024