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New Portfolio Jul 2024 - New Portfolio

PerformancePortfolio Details

Sam Patel

New Portfolio Jul 2024
Individual Investor
Ranked #224,848 out of 769,291 TipRanks' Investors
Success Rate
61%
28 out of 46
profitable transactions
Average Return
12.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 19.77%
6-Month Return-
12-Month Return-
YTD Return▲ 23.87%
Total Return▲ 23.87%

Best Trade

AssetReddit Inc ... (RDDT)
Opened at
Closed at-
Gain▲ 132.93%

Bio

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%
▼ 2.94%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.26%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.38%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 5.63%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 20.05%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.72%▲ 1.21%▼ 2.94%
▼ 4.22%▲ 2.34%▲ 0.26%
▲ 7.82%▲ 2.10%▲ 0.38%
▲ 5.70%▼ 0.89%▲ 5.63%
▲ 37.60%▲ 4.40%▲ 20.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AAPL
Apple
2.17%
▲ 1.79%
1
Open
Jul 23, 2024
NKLA
Nikola
2.17%
▼ 79.49%
1
Open
Jul 23, 2024
NVDA
Nvidia
2.17%
▲ 19.65%
1
Open
Jul 23, 2024
PANW
Palo Alto Networks
2.17%
▲ 18.52%
1
Open
Jul 23, 2024
PYPL
PayPal Holdings
2.17%
▲ 42.05%
1
Open
Jul 23, 2024
RBLX
Roblox
2.17%
▲ 20.13%
1
Open
Jul 23, 2024
RCL
Royal Caribbean
2.17%
▲ 39.48%
1
Open
Jul 23, 2024
RDDT
Reddit Inc Class A
2.17%
▲ 132.93%
1
Open
Jul 23, 2024
REI
Ring Energy
2.17%
▼ 16.32%
1
Open
Jul 23, 2024
RIVN
Rivian Automotive
2.17%
▼ 42.74%
1
Open
Jul 23, 2024
ROKU
Roku
2.17%
▲ 10.61%
1
Open
Jul 23, 2024
S
SentinelOne
2.17%
▲ 15.15%
1
Open
Jul 23, 2024
SFTBY
Softbank
2.17%
▼ 17.26%
1
Open
Jul 23, 2024
SHOP
Shopify
2.17%
▲ 69.93%
1
Open
Jul 23, 2024
SMCI
Super Micro Computer
2.17%
▼ 62.08%
1
Open
Jul 23, 2024
SOFI
SoFi Technologies
2.17%
▲ 102.02%
1
Open
Jul 23, 2024
SOUN
SoundHound AI, Inc Class A
2.17%
▲ 41.30%
1
Open
Jul 23, 2024
SPHR
Sphere Entertainment
2.17%
▼ 10.24%
1
Open
Jul 23, 2024
SPY
SPDR S&P 500 ETF Trust
2.17%
▲ 7.53%
1
Open
Jul 23, 2024
TSLA
Tesla
2.17%
▲ 37.85%
1
Open
Jul 23, 2024