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New Portfolio - New Portfolio

Jfirm

New Portfolio
Individual Investor
Ranked #58,521 out of 769,654 TipRanks' Investors
Success Rate
52%
49 out of 95
profitable transactions
Average Return
59.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.74%
6-Month Return▲ 32.49%
12-Month Return▲ 71.38%
YTD Return▲ 65.05%
Total Return▲ 90.64%

Best Trade

Opened at
Closed at-
Gain▲ 751.53%

Bio

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 4.47%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.92%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.02%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.28%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.58%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.34%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 2.57%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 13.51%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.47%
▲ 11.46%▲ 5.06%▲ 10.92%
▼ 2.25%▲ 3.53%▲ 6.02%
▲ 25.72%▲ 1.21%▲ 3.28%
▼ 4.22%▲ 2.34%▲ 2.58%
▲ 7.82%▲ 2.10%▼ 0.34%
▲ 5.70%▼ 0.89%▲ 2.57%
▲ 31.73%▲ 4.73%▲ 13.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Constellation Energy Corporation
0%
▼ 6.25%
1
Open
Oct 28, 2024
Vistra Energy
0%
▲ 26.97%
1
Open
Oct 28, 2024
Invesco QQQ Trust
0%
▲ 2.11%
1
Open
Oct 24, 2024
ARM Holdings PLC ADR
0%
▼ 1.68%
1
Open
Mar 25, 2024
Intuitive Surgical
0%
▲ 39.03%
1
Open
Mar 22, 2024
SoundHound AI, Inc Class A
0%
▲ 4.04%
1
Open
Mar 20, 2024
Roku
0%
▲ 7.29%
1
Open
Mar 08, 2024
Snap
▼ 8.34%
4
Close
Feb 13, 2023
Ambrx Biopharma
▼ 48.25%
2
Close
Feb 13, 2023
Pfizer
▼ 13.50%
2
Close
Feb 13, 2023
Lucira Health
▼ 23.10%
2
Close
Feb 13, 2023
Texas Pacific Land
0%
▲ 152.89%
1
Open
Jan 13, 2023
Cencora
▼ 1.93%
2
Close
Dec 29, 2022
Berkshire Hathaway A
0%
▲ 41.45%
4
Open
Dec 21, 2022
Berkshire Hathaway B
0%
▲ 54.82%
1
Open
Dec 21, 2022
Lockheed Martin
0%
▲ 16.82%
1
Open
Dec 20, 2022
Alphabet Class A
0%
▲ 24.67%
5
Open
Dec 11, 2022
Meta Platforms
0%
▲ 186.39%
3
Open
Dec 09, 2022
AMTD Digital, Inc. Sponsored ADR
▼ 94.73%
3
Close
Dec 08, 2022
Twitter
▲ 8.73%
2
Close
Oct 27, 2022