tiprankstipranks

Personal - New Portfolio

DJ ThomasB

Personal
Individual Investor
Ranked #261,787 out of 793,101 TipRanks' Investors
Success Rate
60%
18 out of 30
profitable transactions
Average Return
11.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.26%
6-Month Return-
12-Month Return-
YTD Return▼ 6.06%
Total Return▼ 1.17%

Best Trade

Opened at
Closed at-
Gain▲ 122.05%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.57%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.73%
Nov 2024
▲ 5.39%
▼ 2.41%
▲ 3.18%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 3.48%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.97%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 5.47%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%▼ 3.57%
▲ 26.01%▲ 5.96%▲ 5.73%
▲ 5.39%▼ 2.41%▲ 3.18%
▲ 5.83%▲ 2.69%▲ 3.48%
▼ 12.86%▼ 1.27%▼ 3.97%
▲ 2.82%▼ 4.80%▼ 5.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oracle
7.88%
▼ 4.00%
3
Buy
Oct 25, 2024
VanEck Semiconductor ETF
4.95%
▲ 1.76%
2
Buy
Oct 24, 2024
Visa
8.17%
▲ 26.71%
2
Buy
Oct 24, 2024
Eos Energy Enterprises
13.26%
▲ 78.28%
2
Buy
Oct 24, 2024
SPDR Portfolio S&P 500 Growth ETF
13.52%
▲ 0.57%
2
Buy
Oct 24, 2024
Amazon
15.25%
▲ 36.12%
2
Buy
Oct 24, 2024
Apple
13.75%
▲ 19.13%
2
Buy
Oct 24, 2024
Ford Motor
0.01%
▼ 22.65%
1
Buy
Oct 17, 2024
United Parcel
0.01%
▼ 24.95%
1
Buy
Oct 17, 2024
Walt Disney
0.01%
▼ 0.62%
1
Buy
Oct 17, 2024
Airbnb
0.01%
▼ 5.64%
1
Buy
Oct 17, 2024
Alphabet Class C
0.01%
▼ 2.64%
1
Buy
Oct 17, 2024
iShares Treasury Floating Rate Bond ETF
0.01%
▲ 0.04%
1
Buy
Oct 17, 2024
iShares Gold Trust
0.01%
▲ 21.51%
1
Buy
Oct 17, 2024
Nvidia
0.01%
▲ 37.61%
1
Buy
Oct 17, 2024
iShares Core S&P 500 ETF
0.01%
▲ 8.87%
1
Buy
Oct 17, 2024
Main Street Capital
0.05%
▲ 14.23%
1
Buy
Oct 17, 2024
Target
2.85%
▼ 17.80%
1
Buy
Oct 17, 2024
COMPASS Pathways
3.07%
▼ 59.82%
1
Buy
Oct 17, 2024
Marvell
8.67%
▲ 71.71%
1
Buy
Oct 17, 2024