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stock Portfolio 7/7/24 - New Portfolio

Jon B

stock Portfolio 7/7/24
Individual Investor
Ranked #179,891 out of 789,703 TipRanks' Investors
Success Rate
59%
129 out of 217
profitable transactions
Average Return
9.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.32%
6-Month Return▲ 21.92%
12-Month Return-
YTD Return▲ 9.01%
Total Return▲ 21.28%

Best Trade

Opened at
Closed at-
Gain▲ 291.33%

Bio

fav stocks 2024

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▼ 0.23%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.02%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.22%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 0.72%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.57%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 2.77%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 11.38%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.13%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 0.23%
▼ 13.14%▲ 2.34%▲ 3.02%
▲ 2.93%▲ 2.10%▲ 5.22%
▲ 10.01%▼ 0.89%▼ 0.72%
▲ 26.01%▲ 5.96%▲ 6.57%
▲ 5.96%▼ 2.41%▼ 2.77%
▲ 5.25%▲ 2.69%▲ 11.38%
▼ 12.86%▼ 1.27%▼ 2.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CyberArk Software
1.05%
▲ 14.22%
1
Open
Dec 22, 2024
International Business Machines
0.87%
▲ 10.81%
1
Open
Dec 14, 2024
IonQ
0.64%
▼ 41.23%
1
Open
Dec 14, 2024
Rocket Lab USA
0.78%
▼ 19.46%
1
Open
Nov 26, 2024
Intuit
0.71%
▼ 8.25%
4
Buy
Nov 11, 2024
Lam Research
0.8%
▼ 2.19%
2
Buy
Nov 11, 2024
Abbott Laboratories
0.95%
▲ 18.89%
2
Buy
Nov 11, 2024
Diamondback
0.82%
▼ 11.93%
2
Buy
Nov 11, 2024
PayPal Holdings
0.74%
▼ 16.34%
2
Buy
Nov 11, 2024
TransUnion
0.8%
▼ 13.23%
1
Open
Nov 11, 2024
Willdan Group
0.62%
▼ 28.94%
1
Open
Nov 11, 2024
Reinsurance Group
0%
▼ 8.78%
1
Open
Nov 08, 2024
Strategy
1.32%
▲ 18.54%
4
Open
Oct 15, 2024
Virtu Financial
1.01%
▲ 11.59%
1
Open
Oct 15, 2024
Salesforce
1.03%
▲ 1.75%
4
Open
Oct 02, 2024
Byrna Technologies
1.33%
▲ 55.47%
1
Open
Oct 02, 2024
Celestica
1.85%
▲ 112.61%
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
2.07%
▲ 125.42%
1
Open
Sep 17, 2024