stock Portfolio 7/7/24 - New Portfolio

Jon B

stock Portfolio 7/7/24
Individual Investor
Ranked #111,721 out of 766,001 TipRanks' Investors
Success Rate
66%
133 out of 202
profitable transactions
Average Return
10.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.18%
6-Month Return-
12-Month Return-
YTD Return▲ 14.97%
Total Return▲ 14.97%

Best Trade

Opened at
Closed at-
Gain▲ 248.40%

Bio

fav stocks 2024

Performance

25.72%0-25.72%
▼ 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%
▲ 3.03%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.22%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.46%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 7.44%
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%▲ 3.03%
▲ 7.82%▲ 2.10%▲ 5.22%
▲ 6.02%▼ 0.89%▼ 0.46%
▲ 5.59%▲ 5.20%▲ 7.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Intuit
0%
▲ 4.09%
3
Sell
Nov 08, 2024
Abbott Laboratories
0%
0.00%
1
Open
Nov 08, 2024
Diamondback
0%
0.00%
1
Open
Nov 08, 2024
Reinsurance Group
0%
0.00%
1
Open
Nov 08, 2024
PayPal Holdings
0%
0.00%
1
Open
Nov 08, 2024
Microstrategy
1.53%
▲ 21.12%
4
Open
Oct 15, 2024
Virtu Financial
1.03%
▲ 2.98%
1
Open
Oct 15, 2024
Salesforce
1.22%
▲ 4.58%
4
Open
Oct 02, 2024
Byrna Technologies
0.99%
▲ 5.74%
1
Open
Oct 02, 2024
Lam Research
0%
▼ 3.94%
1
Open
Oct 02, 2024
Celestica
1.62%
▲ 70.51%
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
1.51%
▲ 50.00%
1
Open
Sep 17, 2024
Manulife Financial
1.02%
▲ 12.49%
1
Open
Sep 17, 2024
SoFi Technologies
1.62%
▲ 60.22%
1
Open
Sep 17, 2024
Zeta Global Holdings Corp
1.21%
▲ 29.66%
1
Open
Sep 17, 2024
Amkor
0.78%
▼ 10.85%
1
Open
Sep 17, 2024
Transdigm Group
0.85%
▲ 3.70%
1
Open
Sep 17, 2024
Global X Defense Tech ETF
1.08%
▲ 11.97%
1
Open
Sep 17, 2024