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Portfolio - New Portfolio

Portfolio
Individual Investor
Ranked #195,195 out of 788,174 TipRanks' Investors
Success Rate
71%
31 out of 44
profitable transactions
Average Return
6.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.60%
6-Month Return-
12-Month Return-
YTD Return▲ 5.67%
Total Return▲ 8.90%

Best Trade

Opened at
Closed at
Gain▲ 54.35%

Bio

GARP

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.00%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 8.84%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 3.39%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 6.60%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 0.87%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%▼ 2.00%
▲ 26.03%▲ 5.96%▲ 8.84%
▲ 5.97%▼ 2.41%▼ 3.39%
▲ 5.25%▲ 2.69%▲ 6.60%
▼ 9.08%▲ 1.42%▼ 0.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Howmet Aerospace
▲ 33.69%
2
Close
Feb 18, 2025
GFL Environmental
▲ 15.33%
2
Close
Feb 18, 2025
Pacira Pharmaceuticals
▲ 54.35%
2
Close
Feb 18, 2025
Ceragon Networks
▲ 39.92%
2
Close
Feb 13, 2025
Amazon
▲ 21.64%
2
Close
Feb 07, 2025
Alphabet Class A
▲ 11.30%
2
Close
Feb 07, 2025
Alkami Technology
3.45%
▼ 9.57%
1
Open
Feb 07, 2025
Jefferies
3.45%
▼ 10.06%
1
Open
Feb 07, 2025
Uber Technologies
3.45%
▲ 8.93%
1
Open
Feb 07, 2025
Take-Two
3.45%
▲ 3.10%
1
Open
Feb 07, 2025
Argan
▲ 2.11%
2
Close
Feb 03, 2025
State Street
▲ 6.41%
2
Close
Feb 03, 2025
Aptiv
▼ 13.81%
2
Close
Feb 03, 2025
Allison Transmission Holdings
▲ 13.37%
2
Close
Feb 03, 2025
Quanta Services
▲ 5.16%
2
Close
Jan 15, 2025
Schlumberger
▲ 5.46%
2
Close
Dec 03, 2024
GE Aerospace
▲ 3.06%
2
Close
Dec 03, 2024
Novo Nordisk
3.45%
▼ 20.45%
1
Open
Nov 20, 2024
Liberty Broadband
▲ 6.91%
2
Close
Nov 18, 2024
Gen Digital
▲ 8.79%
2
Close
Nov 18, 2024