tiprankstipranks

Personal - New Portfolio

DJ ThomasB

Personal
Individual Investor
Ranked #187,780 out of 783,334 TipRanks' Investors
Success Rate
62%
48 out of 77
profitable transactions
Average Return
9.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.99%
6-Month Return▲ 6.92%
12-Month Return-
YTD Return▲ 1.80%
Total Return▼ 3.20%

Best Trade

Opened at
Closed at-
Gain▲ 175.16%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.35%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 4.63%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.94%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.63%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.42%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.14%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 3.50%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 1.80%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.35%
▲ 8.13%▲ 1.21%▼ 4.63%
▼ 13.14%▲ 2.34%▼ 2.94%
▲ 2.93%▲ 2.10%▼ 0.63%
▲ 9.99%▼ 0.89%▼ 2.42%
▲ 26.04%▲ 5.96%▲ 7.14%
▲ 5.93%▼ 2.41%▲ 3.50%
▲ 2.91%▲ 3.15%▲ 1.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oracle
7.09%
▼ 2.80%
6
Buy
Jan 25, 2025
Advanced Micro Devices
6.44%
▼ 4.84%
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
4.55%
▼ 0.17%
6
Buy
Jan 16, 2025
Archer Aviation
4.96%
▲ 9.38%
5
Buy
Jan 16, 2025
Eos Energy Enterprises
14.12%
▲ 53.90%
5
Buy
Jan 16, 2025
UiPath
1.78%
▲ 8.97%
2
Buy
Jan 16, 2025
Symbotic
2.08%
▲ 1.78%
2
Buy
Jan 16, 2025
Global X Robotics & Artificial Intelligence ETF
2.11%
▲ 2.46%
2
Buy
Jan 16, 2025
Recursion Pharmaceuticals
4.94%
▲ 2.85%
3
Buy
Jan 16, 2025
Black Diamond Therapeutics
5.63%
▲ 11.23%
2
Buy
Jan 16, 2025
Schwab U.S. Large-Cap Growth ETF
11.15%
▲ 2.20%
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
Sell
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