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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #404,540 out of 797,094 TipRanks' Investors
Success Rate
40%
32 out of 81
profitable transactions
Average Return
-0.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.35%
6-Month Return-
12-Month Return-
YTD Return▼ 6.11%
Total Return▲ 11.50%

Best Trade

Opened at
Closed at-
Gain▲ 198.41%

Bio

Main Portfolio

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 3.31%
Nov 2024
▲ 5.39%
▼ 2.41%
▲ 14.96%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 1.88%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.38%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.33%
Mar 2025
▲ 2.73%
▼ 1.56%
▲ 4.04%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 25.97%▲ 5.96%▲ 3.31%
▲ 5.39%▼ 2.41%▲ 14.96%
▲ 6.04%▲ 2.69%▲ 1.88%
▼ 12.86%▼ 1.27%▼ 3.38%
▼ 1.80%▼ 5.57%▼ 8.33%
▲ 2.73%▼ 1.56%▲ 4.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ITM Power
▲ 1.88%
2
Close
Feb 14, 2025
Volkswagen
▲ 24.13%
2
Close
Feb 14, 2025
Fanuc
▲ 9.12%
2
Close
Feb 14, 2025
XPLR Infrastructure
▼ 53.05%
2
Close
Feb 14, 2025
United Parcel
0%
▼ 19.44%
1
Open
Jan 10, 2025
Garmin
0%
▼ 4.53%
1
Open
Jan 10, 2025
Johnson & Johnson
0%
▲ 9.68%
1
Open
Jan 10, 2025
Micron
0%
▼ 19.58%
1
Open
Jan 10, 2025
Novo Nordisk
0%
▼ 27.20%
1
Open
Jan 10, 2025
Realty Income
0%
▲ 11.68%
1
Open
Jan 10, 2025
Uber Technologies
0%
▲ 17.86%
1
Open
Jan 10, 2025
Waste Management
0%
▲ 10.57%
1
Open
Jan 10, 2025
Intel
▼ 17.38%
2
Close
Jan 04, 2025
Bayer
▲ 1.71%
2
Close
Jan 04, 2025
Palantir Technologies
0%
▲ 58.93%
2
Sell
Dec 06, 2024
SoundHound AI, Inc Class A
0.02%
▲ 7.21%
2
Sell
Dec 06, 2024
Teleperformance
0.85%
▲ 5.42%
2
Buy
Nov 30, 2024
L'Oreal
1.41%
▲ 13.70%
2
Buy
Nov 30, 2024
Dassault Systemes
1.25%
▲ 0.11%
2
Buy
Nov 30, 2024
ASML Holding NV
1.83%
▼ 10.27%
2
Buy
Nov 30, 2024