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Charts Never lie - New Portfolio

759FE0BA

Charts Never lie
Individual Investor
Ranked #136,604 out of 783,334 TipRanks' Investors
Success Rate
93%
14 out of 15
profitable transactions
Average Return
16.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.92%
6-Month Return-
12-Month Return-
YTD Return▲ 3.26%
Total Return▲ 33.09%

Best Trade

Opened at
Closed at-
Gain▲ 46.74%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 15.07%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.88%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 4.19%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 11.36%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.23%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 3.26%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%▲ 15.07%
▲ 2.93%▲ 2.10%▲ 1.88%
▲ 9.99%▼ 0.89%▲ 4.19%
▲ 26.04%▲ 5.96%▲ 11.36%
▲ 5.93%▼ 2.41%▼ 5.23%
▲ 2.91%▲ 3.15%▲ 3.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Visa
20.55%
▲ 23.13%
2
Buy
Sep 04, 2024
Nvidia
7.31%
▲ 16.49%
1
Open
Sep 04, 2024
Amazon
11.34%
▲ 36.77%
1
Open
Sep 04, 2024
Texas Pacific Land
7.73%
▲ 46.74%
1
Open
Sep 01, 2024
AdvanSix
▲ 6.29%
2
Close
Aug 19, 2024
ASML Holding
▲ 9.41%
2
Close
Aug 19, 2024
Heritage Insurance Holdings
▲ 40.61%
2
Close
Aug 19, 2024
Super Micro Computer
▲ 15.28%
2
Close
Aug 19, 2024
Willdan Group
▲ 4.71%
2
Close
Aug 19, 2024
Nike
0.00%
2
Close
Aug 19, 2024
Advanced Micro Devices
0.00%
2
Close
Aug 19, 2024
Adobe
0.00%
2
Close
Aug 19, 2024
Mastercard
26.41%
▲ 17.85%
1
Open
Aug 19, 2024
S&P Global
17.64%
▲ 4.71%
1
Open
Aug 19, 2024
Intuit
5.42%
▼ 10.30%
1
Open
Aug 19, 2024
Moody's
3.01%
▲ 4.49%
1
Open
Aug 19, 2024
Palo Alto Networks
▲ 3.70%
2
Close
Aug 18, 2024
DaVita
0.00%
2
Close
Aug 12, 2024