tiprankstipranks

Personal - New Portfolio

Rose Schoenhoff

Personal
Individual Investor
Ranked #49,492 out of 770,014 TipRanks' Investors
Success Rate
90%
28 out of 31
profitable transactions
Average Return
33.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.59%
6-Month Return▲ 28.51%
12-Month Return-
YTD Return▲ 39.08%
Total Return▲ 39.08%

Best Trade

Opened at
Closed at-
Gain▲ 284.14%

Bio

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

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 4.95%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 0.82%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.99%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.47%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.01%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.71%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 2.10%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 10.77%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.95%
▲ 11.46%▲ 5.06%▼ 0.82%
▼ 2.25%▲ 3.53%▲ 5.99%
▲ 25.72%▲ 1.21%▲ 0.47%
▼ 4.22%▲ 2.34%▲ 3.01%
▲ 7.82%▲ 2.10%▲ 5.71%
▲ 5.70%▼ 0.89%▲ 2.10%
▲ 31.73%▲ 4.73%▲ 10.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadcom
7.39%
▲ 33.90%
1
Buy
Nov 21, 2024
Nvidia
8.36%
▲ 11.34%
1
Buy
Nov 21, 2024
Apple
0.04%
▼ 1.03%
1
Buy
Oct 18, 2024
Starbucks
0.04%
▲ 4.19%
1
Buy
Sep 27, 2024
Palantir Technologies
36.23%
▲ 182.33%
4
Buy
Sep 25, 2024
iShares Gold Trust
0.05%
▲ 4.57%
1
Buy
Aug 23, 2024
Airbnb
0.04%
▲ 1.32%
1
Buy
Jul 25, 2024
iShares Core S&P 500 ETF
0.04%
▲ 9.65%
1
Buy
Jun 21, 2024
Walt Disney
0.05%
▲ 14.15%
1
Buy
Jun 07, 2024
Uber Technologies
8.06%
▲ 8.58%
3
Buy
Jun 03, 2024
Salesforce
17.55%
▲ 25.42%
5
Buy
May 31, 2024
Alphabet Class C
0.04%
▼ 3.99%
1
Buy
May 23, 2024
ON Semiconductor
5.8%
▲ 0.42%
1
Buy
May 23, 2024
iShares Treasury Floating Rate Bond ETF
3.7%
▲ 0.27%
2
Buy
Mar 31, 2024
United Parcel
0.03%
▼ 12.13%
1
Buy
Mar 21, 2024
Southern Co
0.06%
▲ 32.21%
1
Buy
Feb 29, 2024
International Flavors & Fragrances
0.05%
▲ 12.93%
1
Buy
Feb 22, 2024
Vanguard FTSE Pacific ETF
1.91%
▲ 4.43%
1
Buy
Jan 12, 2024
iShares Core Total USD Bond Market ETF
3.69%
▲ 0.35%
1
Buy
Jan 12, 2024
Vanguard FTSE Emerging Markets ETF
4.19%
▲ 14.23%
1
Buy
Jan 12, 2024