tiprankstipranks

Self-Directed - New Portfolio

Self-Directed
Individual Investor
Ranked #132,016 out of 781,066 TipRanks' Investors
Success Rate
60%
21 out of 35
profitable transactions
Average Return
42.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.72%
6-Month Return▼ 0.72%
12-Month Return▼ 1.20%
YTD Return▲ 2.03%
Total Return▲ 12.30%

Best Trade

Opened at
Closed at-
Gain▲ 896.89%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.96%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 0.93%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.99%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.18%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.54%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.38%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.58%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.03%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.96%
▲ 8.13%▲ 1.21%▼ 0.93%
▼ 13.14%▲ 2.34%▲ 2.99%
▲ 2.93%▲ 2.10%▲ 1.18%
▲ 10.00%▼ 0.89%▼ 3.54%
▲ 26.04%▲ 5.96%▲ 4.38%
▲ 5.93%▼ 2.41%▼ 5.58%
▲ 9.79%▲ 0.95%▲ 2.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MSCI
▲ 13.66%
3
Sell
Sep 21, 2024
Deckers Outdoor
▼ 3.02%
4
Sell
Sep 21, 2024
Lululemon Athletica
▼ 22.95%
3
Close
Sep 21, 2024
TJX Companies
▲ 31.90%
3
Close
Sep 21, 2024
LVMH Moet Hennessy Louis Vuitton SE
▼ 19.27%
6
Close
Sep 21, 2024
Salesforce
▼ 4.20%
3
Close
Sep 21, 2024
Chubb
▲ 1.75%
3
Sell
Sep 21, 2024
Boston Scientific
▲ 1.02%
3
Sell
Sep 21, 2024
American Express
▲ 5.73%
3
Close
Sep 21, 2024
Danaher
0.06%
▲ 96.22%
3
Sell
Sep 18, 2024
Stryker
0.17%
▲ 68.78%
3
Sell
Sep 18, 2024
Thermo Fisher
0.04%
▲ 62.04%
3
Sell
Sep 18, 2024
General Dynamics
4.32%
▲ 23.22%
2
Sell
Sep 16, 2024
Moody's
4.63%
▲ 30.18%
2
Sell
Sep 16, 2024
S&P Global
4.88%
▲ 28.30%
2
Sell
Sep 16, 2024
Advanced Micro Devices
3.94%
▼ 1.53%
2
Sell
Sep 16, 2024
Intuitive Surgical
6.73%
▲ 88.87%
2
Sell
Sep 16, 2024
Novo Nordisk
3.57%
▼ 1.06%
2
Sell
Sep 16, 2024
Chipotle
7%
▲ 93.98%
2
Sell
Sep 16, 2024
ServiceNow
8.69%
▲ 29.63%
2
Sell
Sep 16, 2024