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stock Portfolio 7/7/24 - New Portfolio

Jon B

stock Portfolio 7/7/24
Individual Investor
Ranked #117,366 out of 769,291 TipRanks' Investors
Success Rate
65%
139 out of 213
profitable transactions
Average Return
10.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.79%
6-Month Return-
12-Month Return-
YTD Return▲ 14.88%
Total Return▲ 14.88%

Best Trade

Opened at
Closed at-
Gain▲ 282.32%

Bio

fav stocks 2024

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%
▼ 0.84%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.02%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.22%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.54%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 7.46%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%▼ 0.84%
▼ 4.22%▲ 2.34%▲ 3.02%
▲ 7.82%▲ 2.10%▲ 5.22%
▲ 5.70%▼ 0.89%▼ 0.54%
▲ 37.60%▲ 4.40%▲ 7.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Intuit
0.74%
▲ 1.28%
4
Buy
Nov 11, 2024
Lam Research
0.76%
▼ 7.08%
2
Buy
Nov 11, 2024
Abbott Laboratories
0.82%
▲ 0.48%
2
Buy
Nov 11, 2024
Diamondback
0.97%
▲ 1.22%
2
Buy
Nov 11, 2024
PayPal Holdings
0.91%
▼ 0.13%
2
Buy
Nov 11, 2024
TransUnion
0.86%
▼ 7.56%
1
Open
Nov 11, 2024
Willdan Group
0.82%
▼ 9.21%
1
Open
Nov 11, 2024
Reinsurance Group
0%
▲ 2.28%
1
Open
Nov 08, 2024
Microstrategy
2.21%
▲ 42.88%
4
Open
Oct 15, 2024
Virtu Financial
1.02%
▲ 13.95%
1
Open
Oct 15, 2024
Salesforce
1.19%
▲ 6.23%
4
Open
Oct 02, 2024
Byrna Technologies
1.11%
▲ 22.72%
1
Open
Oct 02, 2024
Celestica
1.55%
▲ 81.61%
1
Open
Oct 02, 2024
Halliburton
▲ 4.57%
2
Close
Sep 17, 2024
Schlumberger
▲ 4.27%
2
Close
Sep 17, 2024
SoundHound AI, Inc Class A
1.6%
▲ 45.42%
1
Open
Sep 17, 2024
Manulife Financial
0.96%
▲ 16.66%
1
Open
Sep 17, 2024
SoFi Technologies
1.79%
▲ 84.85%
1
Open
Sep 17, 2024
Zeta Global Holdings Corp
0.7%
▼ 20.85%
1
Open
Sep 17, 2024
Amkor
0.69%
▼ 14.14%
1
Open
Sep 17, 2024