Holdings - New Portfolio

Bonjour

Holdings
Individual Investor
Ranked #25,952 out of 766,001 TipRanks' Investors
Success Rate
76%
489 out of 645
profitable transactions
Average Return
27.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.80%
6-Month Return▲ 10.19%
12-Month Return▲ 32.63%
YTD Return▲ 17.57%
Total Return▲ 135.06%

Best Trade

Opened at
Closed at-
Gain▲ 456.27%

Bio

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Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.19%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.11%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.64%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.57%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.41%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.73%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 5.83%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.61%
▲ 11.46%▲ 5.06%▲ 4.19%
▼ 2.25%▲ 3.53%▼ 0.11%
▲ 25.72%▲ 1.21%▲ 2.64%
▼ 4.22%▲ 2.34%▼ 0.57%
▲ 7.82%▲ 2.10%▲ 1.41%
▲ 6.02%▼ 0.89%▲ 0.73%
▲ 5.59%▲ 5.20%▲ 5.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Taiwan Semiconductor Manufacturing
3.7%
▲ 44.18%
5
Buy
Nov 07, 2024
Devon Energy
8.15%
▲ 16.43%
35
Buy
Nov 05, 2024
CVS Health
0%
▲ 4.78%
36
Sell
Nov 05, 2024
Pfizer
3.95%
▼ 4.93%
26
Buy
Nov 04, 2024
Fidelity Select Semiconductors Portfolio
0.28%
▲ 32.59%
17
Buy
Oct 28, 2024
T. Rowe Price Dividend Growth Fund, Inc.
0.53%
▲ 19.54%
17
Buy
Oct 28, 2024
Baron Focused Growth Fund Retail Shs
0.66%
▲ 15.47%
6
Buy
Oct 28, 2024
T. Rowe Price All-Cap Opportunities Fund
2.03%
▲ 6.72%
5
Buy
Oct 28, 2024
Nvidia
0%
▲ 69.23%
8
Sell
Oct 07, 2024
Mobileye Global, Inc. Class A
0%
▲ 32.88%
2
Sell
Oct 07, 2024
Flagstar Financial
0%
▼ 42.34%
10
Sell
Oct 04, 2024
Uber Technologies
0.66%
▲ 5.15%
3
Sell
Sep 25, 2024
3M
2.47%
▲ 33.27%
5
Sell
Sep 24, 2024
Invesco S&P 500 Momentum ETF
0.11%
▲ 6.29%
1
Open
Sep 24, 2024
Invesco QQQ Trust
0.09%
▲ 5.93%
1
Open
Sep 24, 2024
Schlumberger
1.39%
▲ 7.14%
51
Buy
Sep 10, 2024
Amazon
7.66%
▲ 55.43%
29
Buy
Sep 03, 2024
Cisco Systems
1.07%
▲ 50.31%
7
Sell
Aug 09, 2024
Johnson & Johnson
0%
▲ 4.77%
4
Sell
Aug 02, 2024
Johnson Controls
0%
▲ 62.78%
2
Sell
Jul 25, 2024