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Individual - Youth Account - New Portfolio

INVESTER

Individual - Youth Account
Individual Investor
Ranked #552,440 out of 805,489 TipRanks' Investors
Success Rate
42%
25 out of 60
profitable transactions
Average Return
-8.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.69%
6-Month Return▼ 4.94%
12-Month Return-
YTD Return▼ 3.02%
Total Return▼ 14.23%

Best Trade

Opened at
Closed at-
Gain▲ 31.12%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▼ 3.82%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 6.57%
Dec 2024
▲ 6.03%
▲ 2.69%
▼ 0.35%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 9.33%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 13.91%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 6.34%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 3.04%
May 2025
▲ 2.39%
▲ 3.31%
▲ 13.79%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▼ 3.82%
▲ 5.10%▼ 2.41%▼ 6.57%
▲ 6.03%▲ 2.69%▼ 0.35%
▼ 12.86%▼ 1.27%▼ 9.33%
▼ 1.80%▼ 5.57%▼ 13.91%
▲ 1.83%▼ 0.87%▲ 6.34%
▲ 12.21%▲ 6.28%▲ 3.04%
▲ 2.39%▲ 3.31%▲ 13.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard S&P 500 ETF
▲ 1.83%
2
Close
Jan 26, 2025
Vanguard Value ETF
1.62%
▼ 0.51%
1
Buy
Jan 24, 2025
Meta Platforms
▲ 6.50%
3
Close
Jan 19, 2025
Advanced Micro Devices
6.66%
▲ 2.22%
2
Buy
Jan 17, 2025
iShares Russell 2000 Growth ETF
12.95%
▼ 2.70%
3
Buy
Jan 17, 2025
Nvidia
▼ 2.07%
3
Sell
Jan 15, 2025
iShares Biotechnology ETF
10.84%
▼ 4.24%
2
Buy
Jan 14, 2025
ARK Fintech Innovation ETF
▼ 7.63%
2
Close
Jan 08, 2025
Global X MSCI Argentina ETF
▲ 6.44%
2
Close
Jan 08, 2025
iShares U.S. Broker-Dealers & Securities Exchanges ETF
▼ 5.44%
2
Sell
Jan 08, 2025
Fidelity ZERO Large Cap Index Fund
▼ 1.86%
3
Sell
Jan 08, 2025
Arcturus Therapeutics
3.5%
▼ 28.30%
2
Buy
Jan 08, 2025
Tractor Supply
▼ 1.34%
2
Sell
Jan 08, 2025
VanEck Semiconductor ETF
23.17%
▲ 11.07%
7
Buy
Jan 07, 2025
Fidelity Enhanced Small Cap ETF
▼ 7.76%
2
Close
Jan 06, 2025
Fidelity Low Duration Bond Factor ETF
▼ 0.30%
2
Close
Jan 06, 2025
Fidelity Enhanced Mid Cap ETF
▼ 5.80%
2
Close
Jan 06, 2025
Fidelity Emerging Markets Multifactor ETF
▼ 0.16%
2
Close
Jan 06, 2025
Fidelity International Multifactor ETF
▼ 3.47%
2
Close
Jan 06, 2025
Fidelity Investment Grade Bond ETF
▼ 2.20%
2
Close
Jan 06, 2025