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Individual - New Portfolio

JerseyT

Individual
Individual Investor
Ranked #360,862 out of 769,603 TipRanks' Investors
Success Rate
52%
104 out of 200
profitable transactions
Average Return
3.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 13.54%
6-Month Return-
12-Month Return-
YTD Return▲ 31.11%
Total Return▲ 31.11%

Best Trade

Opened at
Closed at
Gain▲ 117.76%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.63%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.00%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.81%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.64%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.22%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 16.88%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▲ 2.63%
▲ 25.72%▲ 1.21%▼ 1.00%
▼ 4.22%▲ 2.34%▲ 5.81%
▲ 7.82%▲ 2.10%▲ 5.64%
▲ 5.70%▼ 0.89%▼ 1.22%
▲ 37.60%▲ 4.40%▲ 16.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lemonade
▼ 3.03%
2
Close
Nov 23, 2024
Symbotic
▲ 0.98%
6
Sell
Nov 22, 2024
Grab
▲ 2.54%
2
Close
Nov 22, 2024
Honest Company
▼ 3.32%
2
Sell
Nov 22, 2024
Rocket Lab USA
4.81%
▼ 0.84%
7
Buy
Nov 21, 2024
SPDR Portfolio S&P 500 ETF
14.49%
▼ 0.77%
4
Buy
Nov 21, 2024
Rolls-Royce
▲ 13.25%
8
Close
Nov 20, 2024
Walt Disney
▼ 0.03%
10
Sell
Nov 20, 2024
Walmart
9.35%
▲ 10.83%
4
Buy
Nov 20, 2024
Marathon Digital Holdings
10.77%
▲ 5.34%
10
Buy
Nov 19, 2024
Brookfield Corporation
▲ 5.99%
8
Sell
Nov 19, 2024
iShares Russell 2000 ETF
14.81%
▼ 12.90%
9
Sell
Nov 19, 2024
Fidelity MSCI Information Technology Index ETF
11.47%
▲ 0.98%
6
Sell
Nov 19, 2024
AppLovin
▲ 77.31%
4
Sell
Nov 19, 2024
Super Micro Computer
20.57%
▲ 9.43%
14
Sell
Nov 19, 2024
Hashdex Bitcoin Futures ETF
7.03%
▲ 19.51%
3
Sell
Nov 19, 2024
Tapestry
▼ 2.20%
2
Close
Nov 19, 2024
Carvana Co
▲ 43.98%
3
Sell
Nov 16, 2024
Fundstrat Granny Shots US Large Cap ETF
▼ 0.68%
2
Close
Nov 14, 2024
Under Armour
▼ 2.92%
5
Close
Nov 09, 2024