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New Portfolio Sep 2024 - New Portfolio

Joel

New Portfolio Sep 2024
Individual Investor
Ranked #260,320 out of 834,064 TipRanks' Investors
Success Rate
75%
6 out of 8
profitable transactions
Average Return
62.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.93%
6-Month Return▲ 35.96%
12-Month Return▲ 97.70%
YTD Return▲ 101.27%
Total Return▲ 124.66%

Best Trade

Opened at
Closed at-
Gain▲ 412.24%

Bio

Performance

38.09%0-38.09%
▲ 11.63%
▲ 6.28%
▲ 7.17%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.37%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 38.09%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.22%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.37%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.97%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 11.36%
Nov 2025
▲ 1.61%
▲ 1.31%
▼ 1.95%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 7.17%
▲ 9.25%▲ 5.14%▲ 4.37%
▲ 7.60%▲ 2.30%▲ 38.09%
▲ 2.76%▲ 2.05%▼ 0.22%
▲ 12.88%▲ 3.56%▲ 5.37%
▲ 10.96%▲ 2.38%▲ 4.97%
▼ 3.57%▲ 0.19%▼ 11.36%
▲ 1.61%▲ 1.31%▼ 1.95%

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
0.73%
▲ 55.46%
2
Buy
Dec 07, 2024
Flagstar Financial
0.03%
▲ 12.26%
2
Buy
Dec 07, 2024
Ripple
99.04%
▼ 23.33%
1
Open
Dec 06, 2024
Palantir Technologies
0.17%
▲ 412.24%
1
Open
Sep 27, 2024
Nio
0.02%
▼ 21.78%
1
Open
Sep 27, 2024