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New Portfolio - New Portfolio

DC DC

New Portfolio
Individual Investor
Ranked #292,679 out of 793,101 TipRanks' Investors
Success Rate
75%
6 out of 8
profitable transactions
Average Return
4.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.46%
6-Month Return-
12-Month Return-
YTD Return▲ 0.66%
Total Return▲ 5.85%

Best Trade

Opened at
Closed at-
Gain▲ 25.30%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.31%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.50%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.95%
Nov 2024
▲ 5.39%
▼ 2.41%
▲ 0.35%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 3.15%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.31%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 3.68%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▲ 0.31%
▲ 10.00%▼ 0.89%▲ 0.50%
▲ 26.01%▲ 5.96%▲ 3.95%
▲ 5.39%▼ 2.41%▲ 0.35%
▲ 5.83%▲ 2.69%▲ 3.15%
▼ 12.86%▼ 1.27%▲ 1.31%
▲ 2.82%▼ 4.80%▼ 3.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Mastercard
12.5%
▲ 10.01%
1
Open
Oct 02, 2024
Oracle
12.5%
▼ 7.22%
1
Open
Oct 02, 2024
SPDR S&P 500 ETF Trust
12.5%
▲ 1.10%
1
Open
Sep 27, 2024
Apple
12.5%
▼ 2.89%
1
Open
Sep 27, 2024
Amazon
12.5%
▲ 8.13%
1
Open
Sep 27, 2024
Alibaba
12.5%
▲ 25.30%
1
Open
Sep 27, 2024
Alphabet Class C
12.5%
▲ 3.04%
1
Open
Sep 27, 2024
Nvidia
12.5%
▲ 0.02%
1
Open
Sep 27, 2024