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DAY -9670 - New Portfolio

WSHEP

DAY -9670
Individual Investor
Ranked #492,550 out of 809,728 TipRanks' Investors
Success Rate
20%
26 out of 132
profitable transactions
Average Return
-10.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.59%
6-Month Return▲ 28.71%
12-Month Return-
YTD Return▲ 40.76%
Total Return▲ 33.19%

Best Trade

Opened at
Closed at-
Gain▲ 821.92%

Bio

Performance

21.30%0-21.30%
▲ 5.10%
▼ 2.41%
▼ 5.37%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.59%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.68%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.59%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 12.79%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.04%
May 2025
▲ 6.24%
▲ 5.14%
▲ 11.27%
Jun 2025
▲ 21.30%
▲ 1.78%
▲ 11.97%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 5.37%
▲ 6.03%▲ 2.69%▲ 4.59%
▼ 12.86%▼ 1.27%▼ 3.68%
▼ 1.80%▼ 5.57%▼ 1.59%
▲ 1.84%▼ 0.87%▲ 12.79%
▲ 12.20%▲ 6.28%▲ 1.04%
▲ 6.24%▲ 5.14%▲ 11.27%
▲ 21.30%▲ 1.78%▲ 11.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Wasatch Core Growth Fund
1.4%
▼ 26.95%
32
Buy
Jul 22, 2025
William Blair International Leaders Fd N
2.81%
▼ 21.50%
33
Buy
Jul 22, 2025
Parnassus Core Equity Fund-Investor Shares
4.47%
▼ 13.01%
34
Buy
Jul 22, 2025
Texas Mineral Resources
27.14%
▲ 45.09%
9
Sell
Jun 24, 2025
GE Vernova Inc.
4.79%
▼ 17.92%
2
Buy
May 16, 2025
Dell Technologies
19.62%
▲ 3.87%
7
Buy
Apr 21, 2025
Grindr
▲ 11.45%
2
Close
Mar 18, 2025
Nvidia
13.37%
▲ 122.32%
2
Buy
Jan 28, 2025
Trulieve Cannabis
1.93%
▼ 9.49%
3
Buy
Jan 22, 2025
Advanced Micro Devices
2.36%
▲ 27.02%
2
Buy
Jan 21, 2025
Micron
▼ 12.29%
3
Sell
Jan 15, 2025
Rivian Automotive
▼ 1.55%
2
Close
Dec 28, 2024
ARK Autonomous Technology & Robotics ETF
▲ 1.37%
2
Sell
Dec 24, 2024
TerrAscend Corp
0.09%
▼ 39.90%
1
Buy
Dec 13, 2024
SCYNEXIS
0.18%
▼ 37.28%
1
Buy
Dec 13, 2024
GE Healthcare Technologies Inc
0.89%
▼ 5.60%
1
Buy
Dec 13, 2024
Tesla
1.69%
▼ 22.46%
1
Buy
Dec 13, 2024
Lithium Americas Corp.
2.43%
▲ 4.67%
1
Buy
Dec 13, 2024
KKR & Co
3.03%
▼ 7.44%
1
Buy
Dec 13, 2024
GE Aerospace
9.5%
▲ 55.58%
1
Buy
Dec 13, 2024