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New Portfolio - New Portfolio

PerformancePortfolio Details

KeepitSimple

New Portfolio
Individual Investor
Ranked #3,143 out of 766,001 TipRanks' Investors
Success Rate
76%
123 out of 161
profitable transactions
Average Return
117.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.09%
6-Month Return▲ 15.99%
12-Month Return▲ 41.30%
YTD Return▲ 20.01%
Total Return▲ 185.89%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 3339.66%

Bio

Been investing for 25+ years. Keep it simple.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.94%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.47%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.16%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.82%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.16%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.64%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.39%
Oct 2024
▲ 6.70%
▲ 4.74%
▲ 5.71%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.94%
▲ 11.46%▲ 5.06%▲ 3.47%
▼ 2.25%▲ 3.53%▲ 0.16%
▲ 25.72%▲ 1.21%▲ 1.82%
▼ 4.21%▲ 2.34%▲ 0.16%
▲ 7.82%▲ 2.10%▲ 5.64%
▲ 6.02%▼ 0.89%▲ 1.39%
▲ 6.70%▲ 4.74%▲ 5.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SMCI
Super Micro Computer
0.06%
▼ 3.77%
1
Open
Nov 07, 2024
AVGO
Broadcom
0.44%
▲ 5.84%
1
Open
Oct 23, 2024
FIS
Fidelity National Info
0.42%
▼ 5.57%
2
Buy
Aug 22, 2024
HAL
Halliburton
0.14%
▲ 165.26%
2
Buy
Aug 22, 2024
EXPE
Expedia
0.87%
▲ 101.55%
2
Buy
Aug 22, 2024
ALGN
Align Tech
1.06%
▲ 4.50%
2
Buy
Aug 22, 2024
UBS
UBS Group AG
0.16%
▲ 141.21%
2
Buy
Aug 22, 2024
RBLX
Roblox
0.25%
▲ 8.51%
2
Buy
Aug 22, 2024
CRWD
CrowdStrike Holdings
1.59%
▲ 55.04%
2
Buy
Aug 22, 2024
XPEV
XPeng, Inc. ADR
0.07%
▲ 24.91%
2
Buy
Aug 22, 2024
VALE
Vale SA
0.05%
▼ 4.20%
2
Buy
Aug 22, 2024
TWLO
Twilio
0.44%
▲ 5.47%
2
Buy
Aug 22, 2024
LVS
Las Vegas Sands
0.24%
▲ 26.80%
2
Buy
Aug 22, 2024
LULU
Lululemon Athletica
1.49%
▲ 5.27%
2
Buy
Aug 22, 2024
LUV
Southwest Airlines
0.15%
▲ 25.24%
2
Buy
Aug 22, 2024
BMY
Bristol-Myers Squibb
0.26%
▲ 8.21%
2
Buy
Aug 22, 2024
TDOC
Teladoc
0.04%
▼ 31.94%
2
Buy
Aug 22, 2024
SPG
Simon Property
0.86%
▲ 168.52%
2
Buy
Aug 22, 2024
FCX
Freeport-McMoRan
0.22%
▲ 315.80%
3
Buy
Aug 22, 2024
IVZ
Invesco
0.09%
▲ 102.04%
2
Buy
Aug 22, 2024