Personal - New Portfolio

DJ ThomasB

Personal
Individual Investor
Ranked #145,050 out of 766,394 TipRanks' Investors
Success Rate
77%
23 out of 30
profitable transactions
Average Return
14.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.76%
6-Month Return-
12-Month Return-
YTD Return▲ 0.76%
Total Return▲ 0.76%

Best Trade

Opened at
Closed at-
Gain▲ 117.70%

Bio

Performance

25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▼ 3.44%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 4.35%
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%
▲ 6.02%▼ 0.89%▼ 3.44%
▲ 22.71%▲ 5.30%▲ 4.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oracle
9.35%
▲ 17.24%
3
Buy
Oct 25, 2024
VanEck Semiconductor ETF
5.24%
▲ 11.87%
2
Buy
Oct 24, 2024
Visa
7.14%
▲ 14.57%
2
Buy
Oct 24, 2024
Eos Energy Enterprises
7.03%
▲ 2.46%
2
Buy
Oct 24, 2024
SPDR Portfolio S&P 500 Growth ETF
13.63%
▲ 4.57%
2
Buy
Oct 24, 2024
Amazon
15.19%
▲ 38.51%
2
Buy
Oct 24, 2024
Apple
13.54%
▲ 21.02%
2
Buy
Oct 24, 2024
Ford Motor
0.01%
▼ 15.25%
1
Buy
Oct 17, 2024
United Parcel
0.01%
▼ 14.70%
1
Buy
Oct 17, 2024
Walt Disney
0.01%
▲ 0.05%
1
Buy
Oct 17, 2024
Airbnb
0.01%
▼ 0.13%
1
Buy
Oct 17, 2024
Alphabet Class C
0.01%
▲ 4.26%
1
Buy
Oct 17, 2024
iShares Treasury Floating Rate Bond ETF
0.01%
▼ 0.20%
1
Buy
Oct 17, 2024
iShares Gold Trust
0.01%
▲ 6.11%
1
Buy
Oct 17, 2024
Nvidia
0.01%
▲ 64.64%
1
Buy
Oct 17, 2024
iShares Core S&P 500 ETF
0.01%
▲ 13.56%
1
Buy
Oct 17, 2024
Main Street Capital
0.04%
▲ 2.07%
1
Buy
Oct 17, 2024
Target
3.97%
▲ 16.28%
1
Buy
Oct 17, 2024
COMPASS Pathways
4.84%
▼ 31.40%
1
Buy
Oct 17, 2024
Marvell
10.71%
▲ 117.70%
1
Buy
Oct 17, 2024