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Personal - New Portfolio

DJ ThomasB

Personal
Individual Investor
Ranked #358,184 out of 796,015 TipRanks' Investors
Success Rate
40%
12 out of 30
profitable transactions
Average Return
3.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.89%
6-Month Return▼ 7.49%
12-Month Return-
YTD Return▼ 12.07%
Total Return▼ 7.49%

Best Trade

Opened at
Closed at-
Gain▲ 157.78%

Bio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.57%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 5.73%
Nov 2024
▲ 5.34%
▼ 2.41%
▲ 3.18%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 4.61%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.97%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.99%
Mar 2025
▼ 6.01%
▼ 3.62%
▼ 1.66%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%
▲ 10.00%▼ 0.89%▼ 3.57%
▲ 25.98%▲ 5.96%▲ 5.73%
▲ 5.34%▼ 2.41%▲ 3.18%
▲ 5.99%▲ 2.69%▲ 4.61%
▼ 12.86%▼ 1.27%▼ 3.97%
▼ 1.80%▼ 5.57%▼ 10.99%
▼ 6.01%▼ 3.62%▼ 1.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oracle
7.36%
▼ 16.97%
3
Buy
Oct 25, 2024
VanEck Semiconductor ETF
4.7%
▼ 10.47%
2
Buy
Oct 24, 2024
Visa
8.61%
▲ 23.74%
2
Buy
Oct 24, 2024
Eos Energy Enterprises
16.61%
▲ 106.97%
2
Buy
Oct 24, 2024
SPDR Portfolio S&P 500 Growth ETF
13.66%
▼ 5.80%
2
Buy
Oct 24, 2024
Amazon
14.54%
▲ 20.27%
2
Buy
Oct 24, 2024
Apple
13.59%
▲ 9.10%
2
Buy
Oct 24, 2024
Ford Motor
0.01%
▼ 28.68%
1
Buy
Oct 17, 2024
United Parcel
0.01%
▼ 37.46%
1
Buy
Oct 17, 2024
Walt Disney
0.01%
▼ 15.67%
1
Buy
Oct 17, 2024
Airbnb
0.01%
▼ 16.67%
1
Buy
Oct 17, 2024
Alphabet Class C
0.01%
▼ 9.08%
1
Buy
Oct 17, 2024
iShares Treasury Floating Rate Bond ETF
0.01%
▼ 0.08%
1
Buy
Oct 17, 2024
iShares Gold Trust
0.01%
▲ 30.60%
1
Buy
Oct 17, 2024
Nvidia
0.01%
▲ 27.17%
1
Buy
Oct 17, 2024
iShares Core S&P 500 ETF
0.01%
▲ 1.97%
1
Buy
Oct 17, 2024
Main Street Capital
0.05%
▲ 4.55%
1
Buy
Oct 17, 2024
Target
2.61%
▼ 30.15%
1
Buy
Oct 17, 2024
COMPASS Pathways
3.22%
▼ 60.99%
1
Buy
Oct 17, 2024
Marvell
6.85%
▲ 25.83%
1
Buy
Oct 17, 2024