New Portfolio Sep 2024 - New Portfolio

Joel

New Portfolio Sep 2024
Individual Investor
Ranked #319,690 out of 794,476 TipRanks' Investors
Success Rate
50%
4 out of 8
profitable transactions
Average Return
9.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 18.39%
6-Month Return▲ 17.69%
12-Month Return-
YTD Return▲ 12.24%
Total Return▲ 25.28%

Best Trade

Opened at
Closed at-
Gain▲ 126.93%

Bio

Performance

28.99%0-28.99%
▲ 2.93%
▲ 2.10%
▲ 1.72%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 9.81%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 22.91%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 1.01%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 28.99%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 17.33%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 8.19%
Mar 2025
▼ 4.32%
▼ 4.06%
▼ 2.72%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 1.72%
▲ 10.00%▼ 0.89%▼ 9.81%
▲ 26.01%▲ 5.96%▲ 22.91%
▲ 5.33%▼ 2.41%▼ 1.01%
▲ 5.87%▲ 2.69%▲ 28.99%
▼ 12.86%▼ 1.27%▼ 17.33%
▼ 1.80%▼ 5.57%▲ 8.19%
▼ 4.32%▼ 4.06%▼ 2.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Grayscale Future of Finance ETF
▲ 0.09%
2
Close
Dec 12, 2024
Roblox
0.47%
▲ 10.08%
2
Buy
Dec 07, 2024
Flagstar Financial
0.02%
▼ 5.38%
2
Buy
Dec 07, 2024
Ripple
99.41%
▼ 15.47%
1
Open
Dec 06, 2024
Palantir Technologies
0.07%
▲ 126.93%
1
Open
Sep 27, 2024
Nio
0.02%
▼ 42.64%
1
Open
Sep 27, 2024