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RoadtoM - New Portfolio

Dan

RoadtoM
Individual Investor
Ranked #248,760 out of 769,291 TipRanks' Investors
Success Rate
69%
9 out of 13
profitable transactions
Average Return
19.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 17.70%
6-Month Return-
12-Month Return-
YTD Return▲ 18.51%
Total Return▲ 18.51%

Best Trade

Opened at
Closed at-
Gain▲ 87.06%

Bio

50% growth target

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.37%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 20.16%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%
▲ 5.70%▼ 0.89%▼ 1.37%
▲ 37.60%▲ 4.40%▲ 20.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
28.7%
▲ 7.18%
3
Sell
Nov 04, 2024
ReNew Energy Global
▼ 8.57%
2
Close
Nov 04, 2024
Archer Aviation
21.98%
▲ 82.21%
3
Buy
Nov 04, 2024
Amazon
6.64%
▲ 1.33%
1
Open
Nov 04, 2024
Alphabet Class A
11.1%
▼ 0.95%
1
Open
Nov 04, 2024
Mobileye Global, Inc. Class A
13.32%
▲ 18.67%
1
Open
Nov 04, 2024
Sirius XM Holdings
1.77%
▲ 0.43%
1
Open
Nov 04, 2024
Monogram Orthopaedics Inc
0.4%
▼ 19.51%
1
Open
Oct 18, 2024
Nuveen Floating Rate Income Fund
0.61%
▲ 2.81%
1
Open
Oct 18, 2024
Apple
15.49%
▼ 1.30%
1
Open
Oct 16, 2024