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New Portfolio Jan 2025 - New Portfolio

Investing Club

New Portfolio Jan 2025
Individual Investor
Ranked #517,906 out of 788,370 TipRanks' Investors
Success Rate
58%
7 out of 12
profitable transactions
Average Return
-0.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.69%
6-Month Return-
12-Month Return-
YTD Return▼ 10.21%
Total Return▼ 10.21%

Best Trade

Opened at
Closed at-
Gain▲ 11.01%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 26.03%
▲ 5.96%
Nov 2024
▲ 5.97%
▼ 2.41%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 5.96%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 4.53%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%
▲ 26.03%▲ 5.96%
▲ 5.97%▼ 2.41%
▲ 5.25%▲ 2.69%▼ 5.96%
▼ 9.08%▲ 1.42%▼ 4.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Dell Technologies
0%
▲ 4.71%
1
Open
Feb 10, 2025
Salesforce
0%
▼ 5.32%
1
Open
Feb 10, 2025
Bitcoin
6.24%
▼ 1.98%
2
Sell
Jan 08, 2025
Nvidia
8.82%
▼ 10.04%
2
Sell
Jan 08, 2025
Vanguard Total Stock Market ETF
19.43%
▲ 0.41%
2
Sell
Jan 08, 2025
Cencora
15.85%
▲ 1.74%
1
Open
Jan 08, 2025
McKesson
19.62%
▲ 1.26%
1
Open
Jan 08, 2025
Utilities Select Sector SPDR Fund
0%
▲ 5.60%
1
Open
Jan 08, 2025
Advanced Micro Devices
7.28%
▼ 14.44%
1
Open
Jan 06, 2025
IShares Bitcoin Trust Registered
3.54%
▼ 7.31%
1
Open
Jan 06, 2025
CrowdStrike Holdings
13.35%
▲ 11.01%
1
Open
Jan 06, 2025
iShares 20+ Year Treasury Bond ETF
5.88%
▲ 3.12%
1
Open
Jan 06, 2025