RoadtoM - New Portfolio

Dan

RoadtoM
Individual Investor
Ranked #280,020 out of 794,370 TipRanks' Investors
Success Rate
54%
7 out of 13
profitable transactions
Average Return
25.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.44%
6-Month Return-
12-Month Return-
YTD Return▼ 11.17%
Total Return▲ 35.63%

Best Trade

Opened at
Closed at-
Gain▲ 133.01%

Bio

50% growth target

Performance

38.68%0-38.68%
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.38%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 38.68%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 11.63%
Dec 2024
▲ 5.87%
▲ 2.69%
▼ 0.89%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.77%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.78%
Mar 2025
▲ 0.58%
▲ 0.28%
▲ 1.01%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%▼ 1.38%
▲ 26.01%▲ 5.96%▲ 38.68%
▲ 5.33%▼ 2.41%▲ 11.63%
▲ 5.87%▲ 2.69%▼ 0.89%
▼ 12.86%▼ 1.27%▼ 3.77%
▼ 1.80%▼ 5.57%▼ 7.78%
▲ 0.58%▲ 0.28%▲ 1.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
23.61%
▼ 19.30%
3
Sell
Nov 04, 2024
ReNew Energy Global
▼ 8.57%
2
Close
Nov 04, 2024
Archer Aviation
27.71%
▲ 126.98%
3
Buy
Nov 04, 2024
Amazon
6.99%
▲ 0.12%
1
Open
Nov 04, 2024
Alphabet Class A
11.19%
▼ 6.99%
1
Open
Nov 04, 2024
Mobileye Global, Inc. Class A
11.74%
▲ 2.75%
1
Open
Nov 04, 2024
Sirius XM Holdings
1.59%
▼ 12.06%
1
Open
Nov 04, 2024
Monogram Orthopaedics Inc
0.6%
▲ 14.63%
1
Open
Oct 18, 2024
Nuveen Floating Rate Income Fund
0.6%
▲ 2.04%
1
Open
Oct 18, 2024
Apple
15.96%
▼ 3.19%
1
Open
Oct 16, 2024