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New Portfolio - New Portfolio

PerformancePortfolio Details

Renu

New Portfolio
Individual Investor
Ranked #285,306 out of 783,619 TipRanks' Investors
Success Rate
51%
33 out of 65
profitable transactions
Average Return
17.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.48%
6-Month Return▲ 8.67%
12-Month Return▲ 21.03%
YTD Return▲ 0.48%
Total Return▲ 86.31%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 198.47%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.40%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.01%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.06%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.07%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 1.65%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.81%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.37%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 0.48%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.40%
▲ 8.13%▲ 1.21%▲ 5.01%
▼ 13.14%▲ 2.34%▼ 0.06%
▲ 2.93%▲ 2.10%▲ 1.07%
▲ 9.99%▼ 0.89%▲ 1.65%
▲ 26.04%▲ 5.96%▲ 6.81%
▲ 5.93%▼ 2.41%▼ 1.37%
▲ 3.19%▲ 2.68%▲ 0.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
KO
Coca-Cola
0%
▲ 3.24%
1
Open
Jan 14, 2025
PFE
Pfizer
0%
▼ 14.62%
3
Open
Oct 06, 2024
FBALX
Fidelity Balanced Fund
0%
▼ 1.53%
1
Open
Oct 04, 2024
PRAX
Praxis Precision Medicines
0%
▲ 47.05%
1
Open
Aug 10, 2024
EYPT
EyePoint Pharmaceuticals
0%
▲ 33.02%
5
Open
Jun 06, 2024
CKPT
Checkpoint Therapeutics
―
▲ 3.89%
5
Close
May 15, 2024
PTN
Palatin Technologies
―
▼ 25.49%
3
Close
May 03, 2024
WMT
Walmart
1.55%
▲ 65.16%
2
Buy
Mar 24, 2024
AAPL
Apple
27.91%
▲ 54.44%
2
Buy
Jan 09, 2024
MSFT
Microsoft
15.05%
▲ 38.40%
2
Buy
Jan 09, 2024
TSLA
Tesla
9.13%
▲ 71.45%
4
Buy
Jan 09, 2024
AMZN
Amazon
5.37%
▲ 62.38%
2
Buy
Jan 09, 2024
GOOGL
Alphabet Class A
4.61%
▲ 63.61%
2
Buy
Jan 09, 2024
JPM
JPMorgan Chase & Co.
4.22%
▲ 81.81%
2
Buy
Jan 09, 2024
FXAIX
Fidelity 500 Index Fund
6.23%
▲ 31.24%
2
Buy
Jan 09, 2024
JNJ
Johnson & Johnson
3.81%
▼ 4.41%
2
Buy
Jan 09, 2024
NVDA
Nvidia
18.98%
▲ 166.55%
2
Buy
Jan 09, 2024
CMPS
COMPASS Pathways
0.97%
▼ 55.38%
2
Buy
Jan 09, 2024
BAC
Bank of America
1.05%
▲ 42.46%
1
Open
Jan 09, 2024
CRSP
Crispr Therapeutics AG
1.13%
▼ 32.88%
1
Open
Jan 09, 2024