New Portfolio Jan 2025 - New Portfolio

Investing Club

New Portfolio Jan 2025
Individual Investor
Ranked #400,277 out of 794,584 TipRanks' Investors
Success Rate
25%
3 out of 12
profitable transactions
Average Return
-12.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 10.51%
6-Month Return-
12-Month Return-
YTD Return▼ 15.41%
Total Return▼ 15.41%

Best Trade

Opened at
Closed at-
Gain▲ 17.32%

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%
Dec 2024
▲ 5.87%
▲ 2.69%
▼ 5.10%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.59%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 3.23%
Mar 2025
▼ 9.96%
▼ 9.67%
▼ 6.55%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 26.01%▲ 5.96%
▲ 5.33%▼ 2.41%
▲ 5.87%▲ 2.69%▼ 5.10%
▼ 12.86%▼ 1.27%▼ 7.59%
▼ 1.80%▼ 5.57%▲ 3.23%
▼ 9.96%▼ 9.67%▼ 6.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Dell Technologies
0%
▼ 36.22%
1
Open
Feb 10, 2025
Salesforce
0%
▼ 26.42%
1
Open
Feb 10, 2025
Bitcoin
5.83%
▼ 13.72%
2
Sell
Jan 08, 2025
Nvidia
6.58%
▼ 36.88%
2
Sell
Jan 08, 2025
Vanguard Total Stock Market ETF
17.33%
▼ 15.39%
2
Sell
Jan 08, 2025
Cencora
19.42%
▲ 17.32%
1
Open
Jan 08, 2025
McKesson
23.83%
▲ 15.86%
1
Open
Jan 08, 2025
Utilities Select Sector SPDR Fund
0%
▼ 1.25%
1
Open
Jan 08, 2025
Advanced Micro Devices
5.98%
▼ 33.80%
1
Open
Jan 06, 2025
IShares Bitcoin Trust Registered
3.33%
▼ 17.98%
1
Open
Jan 06, 2025
CrowdStrike Holdings
11.22%
▼ 12.21%
1
Open
Jan 06, 2025
iShares 20+ Year Treasury Bond ETF
6.48%
▲ 7.95%
1
Open
Jan 06, 2025