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stock Portfolio 7/7/24 - New Portfolio

Jon B

stock Portfolio 7/7/24
Individual Investor
Ranked #336,583 out of 797,094 TipRanks' Investors
Success Rate
49%
107 out of 218
profitable transactions
Average Return
4.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.82%
6-Month Return▲ 2.59%
12-Month Return-
YTD Return▲ 3.27%
Total Return▲ 14.70%

Best Trade

Opened at
Closed at-
Gain▲ 307.15%

Bio

fav stocks 2024

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 5.22%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.73%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 6.59%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 2.94%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 11.31%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.12%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.24%
Mar 2025
▲ 2.73%
▼ 1.56%
▲ 2.18%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 5.22%
▲ 10.00%▼ 0.89%▼ 0.73%
▲ 25.97%▲ 5.96%▲ 6.59%
▲ 5.39%▼ 2.41%▼ 2.94%
▲ 6.04%▲ 2.69%▲ 11.31%
▼ 12.86%▼ 1.27%▼ 2.12%
▼ 1.80%▼ 5.57%▼ 7.24%
▲ 2.73%▼ 1.56%▲ 2.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Uber Technologies
0.84%
▲ 10.05%
1
Open
Mar 11, 2025
CyberArk Software
1.05%
▲ 9.65%
1
Open
Dec 22, 2024
International Business Machines
0.84%
▲ 2.02%
1
Open
Dec 14, 2024
IonQ
0.78%
▼ 30.88%
1
Open
Dec 14, 2024
Rocket Lab USA
0.89%
▼ 12.03%
1
Open
Nov 26, 2024
Intuit
0.75%
▼ 6.55%
4
Buy
Nov 11, 2024
Lam Research
0.77%
▼ 8.70%
2
Buy
Nov 11, 2024
Abbott Laboratories
0.93%
▲ 11.51%
2
Buy
Nov 11, 2024
Diamondback
0.74%
▼ 23.32%
2
Buy
Nov 11, 2024
PayPal Holdings
0.71%
▼ 23.07%
2
Buy
Nov 11, 2024
TransUnion
0.74%
▼ 22.94%
1
Open
Nov 11, 2024
Willdan Group
0.76%
▼ 16.58%
1
Open
Nov 11, 2024
Reinsurance Group
0%
▼ 15.39%
1
Open
Nov 08, 2024
Strategy
1.99%
▲ 37.98%
4
Open
Oct 15, 2024
Virtu Financial
1.11%
▲ 17.08%
1
Open
Oct 15, 2024
Salesforce
0.97%
▼ 1.78%
4
Open
Oct 02, 2024
Byrna Technologies
1.25%
▲ 40.00%
1
Open
Oct 02, 2024
Celestica
1.61%
▲ 76.86%
1
Open
Oct 02, 2024
Halliburton
▲ 4.57%
2
Close
Sep 17, 2024
Schlumberger
▲ 4.27%
2
Close
Sep 17, 2024