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Personal - New Portfolio

DJ ThomasB

Personal
Individual Investor
Ranked #377,917 out of 794,582 TipRanks' Investors
Success Rate
27%
21 out of 77
profitable transactions
Average Return
-11.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 18.37%
6-Month Return▼ 17.89%
12-Month Return▼ 26.61%
YTD Return▼ 25.06%
Total Return▼ 28.71%

Best Trade

Opened at
Closed at-
Gain▲ 93.22%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▼ 0.63%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.42%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.14%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 3.54%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 4.38%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.32%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 13.27%
Mar 2025
▼ 17.84%
▼ 9.67%
▼ 10.68%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▼ 0.63%
▲ 10.00%▼ 0.89%▼ 2.42%
▲ 26.01%▲ 5.96%▲ 7.14%
▲ 5.33%▼ 2.41%▲ 3.54%
▲ 5.87%▲ 2.69%▲ 4.38%
▼ 12.86%▼ 1.27%▼ 7.32%
▼ 1.80%▼ 5.57%▼ 13.27%
▼ 17.84%▼ 9.67%▼ 10.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oracle
8.05%
▼ 23.05%
6
Buy
Jan 25, 2025
Advanced Micro Devices
6.75%
▼ 30.46%
2
Buy
Jan 25, 2025
Ford Motor
▼ 10.74%
3
Close
Jan 22, 2025
CVS Health
▲ 18.52%
3
Close
Jan 22, 2025
VanEck Semiconductor ETF
4.93%
▼ 24.65%
6
Buy
Jan 16, 2025
Archer Aviation
4.88%
▼ 24.98%
5
Buy
Jan 16, 2025
Eos Energy Enterprises
14.22%
▲ 8.07%
5
Buy
Jan 16, 2025
UiPath
1.79%
▼ 24.03%
2
Buy
Jan 16, 2025
Symbotic
1.78%
▼ 39.13%
2
Buy
Jan 16, 2025
Global X Robotics & Artificial Intelligence ETF
2.3%
▼ 21.98%
2
Buy
Jan 16, 2025
Recursion Pharmaceuticals
4.2%
▼ 39.10%
3
Buy
Jan 16, 2025
Black Diamond Therapeutics
4.63%
▼ 36.18%
2
Buy
Jan 16, 2025
Schwab U.S. Large-Cap Growth ETF
12.68%
▼ 18.98%
2
Buy
Jan 16, 2025
United Parcel
▼ 19.68%
2
Sell
Jan 15, 2025
Airbnb
▼ 8.47%
2
Sell
Jan 15, 2025
Alphabet Class C
▲ 10.04%
2
Sell
Jan 15, 2025
iShares Treasury Floating Rate Bond ETF
▼ 0.08%
2
Close
Jan 15, 2025
Walt Disney
▲ 6.72%
2
Sell
Jan 15, 2025
Costco
▲ 5.41%
2
Close
Jan 15, 2025
iShares Core S&P 500 ETF
▲ 9.71%
3
Sell
Jan 15, 2025