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DAY -9670 - New Portfolio

WSHEP

DAY -9670
Individual Investor
Ranked #335,230 out of 794,582 TipRanks' Investors
Success Rate
13%
11 out of 83
profitable transactions
Average Return
-10.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 15.20%
6-Month Return-
12-Month Return-
YTD Return▼ 14.80%
Total Return▼ 19.38%

Best Trade

Opened at
Closed at-
Gain▲ 661.92%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 26.01%
▲ 5.96%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 5.37%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 4.92%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.68%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.59%
Mar 2025
▼ 17.84%
▼ 9.67%
▼ 14.33%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 26.01%▲ 5.96%
▲ 5.33%▼ 2.41%▼ 5.37%
▲ 5.87%▲ 2.69%▲ 4.92%
▼ 12.86%▼ 1.27%▼ 3.68%
▼ 1.80%▼ 5.57%▼ 1.59%
▼ 17.84%▼ 9.67%▼ 14.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Wasatch Core Growth Fund
1.94%
▼ 18.53%
17
Buy
Apr 01, 2025
William Blair International Leaders Fd N
3.66%
▼ 12.14%
18
Buy
Apr 01, 2025
Parnassus Core Equity Fund-Investor Shares
5.99%
▲ 6.89%
17
Buy
Apr 01, 2025
Texas Mineral Resources
24.18%
▲ 15.40%
5
Buy
Mar 19, 2025
Grindr
▲ 11.45%
2
Close
Mar 18, 2025
Dell Technologies
16.96%
▼ 32.72%
6
Buy
Jan 28, 2025
Nvidia
13.15%
▲ 25.53%
2
Buy
Jan 28, 2025
Trulieve Cannabis
2.46%
▼ 33.82%
3
Buy
Jan 22, 2025
Advanced Micro Devices
2.28%
▼ 29.59%
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
0.15%
▼ 44.17%
1
Buy
Dec 13, 2024
SCYNEXIS
0.37%
▼ 25.80%
1
Buy
Dec 13, 2024
GE Healthcare Technologies Inc
1.23%
▼ 25.32%
1
Buy
Dec 13, 2024
Tesla
2.12%
▼ 44.10%
1
Buy
Dec 13, 2024
Lithium Americas Corp.
3.22%
▼ 20.25%
1
Buy
Dec 13, 2024
GE Vernova Inc.
4.12%
▼ 18.99%
1
Buy
Dec 13, 2024
KKR & Co
3.37%
▼ 40.76%
1
Buy
Dec 13, 2024
GE Aerospace
10.65%
▲ 0.20%
1
Buy
Dec 13, 2024