tiprankstipranks

Personal - New Portfolio

DJ ThomasB

Personal
Individual Investor
Ranked #126,119 out of 781,066 TipRanks' Investors
Success Rate
73%
22 out of 30
profitable transactions
Average Return
26.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.84%
6-Month Return-
12-Month Return-
YTD Return▲ 3.11%
Total Return▲ 8.58%

Best Trade

Opened at
Closed at-
Gain▲ 207.30%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.54%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.73%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 3.26%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 3.11%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%▼ 3.54%
▲ 26.04%▲ 5.96%▲ 5.73%
▲ 5.93%▼ 2.41%▲ 3.26%
▲ 9.79%▲ 0.95%▲ 3.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oracle
6.97%
▼ 0.18%
3
Buy
Oct 25, 2024
VanEck Semiconductor ETF
4.71%
▲ 13.95%
2
Buy
Oct 24, 2024
Visa
6.45%
▲ 17.78%
2
Buy
Oct 24, 2024
Eos Energy Enterprises
15.59%
▲ 146.72%
2
Buy
Oct 24, 2024
SPDR Portfolio S&P 500 Growth ETF
12.27%
▲ 7.45%
2
Buy
Oct 24, 2024
Amazon
14.4%
▲ 51.30%
2
Buy
Oct 24, 2024
Apple
12.18%
▲ 24.12%
2
Buy
Oct 24, 2024
Ford Motor
0.01%
▼ 23.18%
1
Buy
Oct 17, 2024
United Parcel
0.01%
▼ 15.92%
1
Buy
Oct 17, 2024
Walt Disney
0.01%
▲ 6.16%
1
Buy
Oct 17, 2024
Airbnb
0.01%
▼ 1.78%
1
Buy
Oct 17, 2024
Alphabet Class C
0.01%
▲ 13.19%
1
Buy
Oct 17, 2024
iShares Treasury Floating Rate Bond ETF
0.01%
▼ 0.01%
1
Buy
Oct 17, 2024
iShares Gold Trust
0.01%
▲ 9.28%
1
Buy
Oct 17, 2024
Nvidia
0.01%
▲ 56.08%
1
Buy
Oct 17, 2024
iShares Core S&P 500 ETF
0.01%
▲ 13.31%
1
Buy
Oct 17, 2024
Main Street Capital
0.04%
▲ 16.93%
1
Buy
Oct 17, 2024
Target
2.99%
▲ 1.36%
1
Buy
Oct 17, 2024
COMPASS Pathways
2.93%
▼ 54.92%
1
Buy
Oct 17, 2024
Marvell
12.63%
▲ 194.42%
1
Buy
Oct 17, 2024