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Personal - New Portfolio

PerformancePortfolio Details

Rose Schoenhoff

Personal
Individual Investor
Ranked #107,730 out of 781,066 TipRanks' Investors
Success Rate
71%
22 out of 31
profitable transactions
Average Return
35.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.15%
6-Month Return▲ 23.08%
12-Month Return▲ 41.45%
YTD Return▲ 0.13%
Total Return▲ 39.51%

Best Trade

AssetPalantir Te... (PLTR)
Opened at
Closed at-
Gain▲ 326.44%

Bio

New to the game, slowly learning. Investing for my boys!

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 5.99%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.46%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.01%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.71%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.08%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 10.77%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 0.22%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 0.13%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 5.99%
▲ 8.13%▲ 1.21%▲ 0.46%
▼ 13.14%▲ 2.34%▲ 3.01%
▲ 2.93%▲ 2.10%▲ 5.71%
▲ 10.00%▼ 0.89%▲ 2.08%
▲ 26.04%▲ 5.96%▲ 10.77%
▲ 5.93%▼ 2.41%▲ 0.22%
▲ 9.79%▲ 0.95%▲ 0.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AVGO
Broadcom
10.3%
▲ 92.89%
1
Buy
Nov 21, 2024
NVDA
Nvidia
8.1%
▲ 12.72%
1
Buy
Nov 21, 2024
AAPL
Apple
0.04%
▼ 2.26%
1
Buy
Oct 18, 2024
SBUX
Starbucks
0.04%
▼ 2.68%
1
Buy
Sep 27, 2024
PLTR
Palantir Technologies
38.24%
▲ 213.43%
4
Buy
Sep 25, 2024
IAU
iShares Gold Trust
0.05%
▲ 7.52%
1
Buy
Aug 23, 2024
ABNB
Airbnb
0.04%
▼ 2.86%
1
Buy
Jul 25, 2024
IVV
iShares Core S&P 500 ETF
0.04%
▲ 9.66%
1
Buy
Jun 21, 2024
DIS
Walt Disney
0.04%
▲ 5.31%
1
Buy
Jun 07, 2024
UBER
Uber Technologies
7.26%
▼ 0.41%
3
Buy
Jun 03, 2024
CRM
Salesforce
16.05%
▲ 20.04%
5
Buy
May 31, 2024
GOOG
Alphabet Class C
0.05%
▲ 11.95%
1
Buy
May 23, 2024
ON
ON Semiconductor
4.31%
▼ 24.22%
1
Buy
May 23, 2024
TFLO
iShares Treasury Floating Rate Bond ETF
3.56%
▲ 0.25%
2
Buy
Mar 31, 2024
UPS
United Parcel
0.03%
▼ 17.12%
1
Buy
Mar 21, 2024
SO
Southern Co
0.05%
▲ 25.45%
1
Buy
Feb 29, 2024
IFF
International Flavors & Fragrances
0.04%
▲ 5.48%
1
Buy
Feb 22, 2024
VPL
Vanguard FTSE Pacific ETF
1.78%
▼ 0.13%
1
Buy
Jan 12, 2024
IUSB
iShares Core Total USD Bond Market ETF
3.5%
▼ 1.40%
1
Buy
Jan 12, 2024
VWO
Vanguard FTSE Emerging Markets ETF
3.91%
▲ 10.13%
1
Buy
Jan 12, 2024