New Portfolio - New Portfolio

Mike

New Portfolio
Individual Investor
Ranked #250,217 out of 766,001 TipRanks' Investors
Success Rate
54%
49 out of 90
profitable transactions
Average Return
11.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.30%
6-Month Return▼ 1.16%
12-Month Return▲ 12.74%
YTD Return▼ 4.82%
Total Return▲ 57.43%

Best Trade

Opened at
Closed at-
Gain▲ 319.09%

Bio

balanced

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.79%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.60%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.93%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.89%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.24%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.87%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 6.09%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 3.07%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.79%
▲ 11.46%▲ 5.06%▲ 4.60%
▼ 2.25%▲ 3.53%▼ 4.93%
▲ 25.72%▲ 1.21%▲ 3.89%
▼ 4.22%▲ 2.34%▼ 0.24%
▲ 7.82%▲ 2.10%▲ 0.87%
▲ 6.02%▼ 0.89%▼ 6.09%
▲ 5.59%▲ 5.20%▲ 3.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berkshire Hathaway B
4.16%
▲ 7.02%
2
Buy
Oct 20, 2024
Vertex Energy
▼ 95.79%
3
Close
Oct 17, 2024
McDonald's
4.03%
▲ 12.85%
3
Buy
Jul 11, 2024
JD.com, Inc. Class A
0%
▲ 24.44%
1
Open
May 07, 2024
Starbucks
3.94%
▲ 27.92%
3
Buy
May 01, 2024
Deutsche Telekom
5.5%
▲ 67.16%
4
Buy
Apr 30, 2024
First Trust NASDAQ Cybersecurity ETF
▲ 60.54%
2
Close
Apr 30, 2024
British American Tobacco
3.18%
▲ 37.21%
2
Buy
Apr 30, 2024
Companhia De Saneamento
2.8%
▲ 52.67%
2
Buy
Apr 30, 2024
Netflix
3.57%
▲ 172.56%
2
Buy
Apr 30, 2024
Shell
▲ 99.32%
2
Close
Apr 30, 2024
Huya
0.29%
▼ 39.36%
2
Buy
Apr 30, 2024
Nomad Foods
1.41%
▼ 16.24%
2
Buy
Apr 30, 2024
Leonardo SpA
4.76%
▲ 140.36%
2
Buy
Apr 30, 2024
Verizon
1.45%
▲ 0.57%
2
Buy
Apr 30, 2024
Microsoft
5.69%
▲ 30.26%
2
Buy
Apr 30, 2024
Baidu
0.4%
▼ 33.44%
2
Buy
Apr 30, 2024
Invesco Global Clean Energy ETF
▼ 40.75%
2
Close
Apr 30, 2024
Skyworks Solutions
1.6%
▼ 27.79%
2
Buy
Apr 30, 2024
Plug Power
0.17%
▼ 51.10%
2
Buy
Apr 30, 2024