Individual - New Portfolio

2215F904

Individual
Individual Investor
Ranked #468,216 out of 767,017 TipRanks' Investors
Success Rate
49%
29 out of 59
profitable transactions
Average Return
-0.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.50%
6-Month Return▲ 2.81%
12-Month Return▲ 31.41%
YTD Return▲ 15.16%
Total Return▼ 44.43%

Best Trade

Opened at
Closed at
Gain▲ 333.95%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 1.61%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.13%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 3.58%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.12%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.43%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 7.08%
Oct 2024
▲ 9.99%
▲ 4.97%
▲ 1.00%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.43%
▲ 11.46%▲ 5.06%▼ 1.61%
▼ 2.25%▲ 3.53%▼ 4.13%
▲ 25.72%▲ 1.21%▼ 3.58%
▼ 4.22%▲ 2.34%▲ 1.12%
▲ 7.82%▲ 2.10%▲ 5.43%
▲ 6.02%▼ 0.89%▲ 7.08%
▲ 9.99%▲ 4.97%▲ 1.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Equitrans Midstream
▲ 92.89%
3
Close
Jul 22, 2024
Fusion Pharmaceuticals
▲ 333.95%
2
Close
Jun 03, 2024
Electrameccanica Vehicles
▼ 92.29%
2
Close
Mar 27, 2024
Xos
0.02%
▼ 50.15%
1
Buy
Mar 27, 2024
FedNat Holding
▼ 97.10%
3
Close
Nov 08, 2023
Zynerba Pharmaceuticals
▲ 154.40%
2
Close
Oct 10, 2023
Marvell
▲ 24.70%
3
Sell
Aug 13, 2023
Rithm Capital
10.14%
▲ 7.23%
3
Buy
Aug 11, 2023
Verizon
2.17%
▼ 18.49%
4
Buy
Aug 11, 2023
T. Rowe Price All-Cap Opportunities Fund
27.88%
▲ 50.94%
6
Buy
Aug 11, 2023
9 Meters Biopharma
0%
▼ 98.82%
4
Buy
Aug 11, 2023
BridgeBio Pharma
2.48%
▼ 21.08%
1
Buy
Aug 10, 2023
Royal Caribbean
16.39%
▲ 123.24%
1
Buy
Aug 10, 2023
UnitedHealth
12.11%
▲ 20.86%
1
Buy
Jul 31, 2023
Western Union
0.22%
▼ 39.93%
2
Buy
Jul 26, 2023
Quince Therapeutics
3.16%
▼ 70.87%
6
Buy
Jul 26, 2023
Alphabet Class A
▲ 14.71%
4
Sell
Jul 26, 2023
Honda Motor Company
1.29%
▲ 7.07%
2
Buy
Jul 26, 2023
Getty Realty
▲ 35.09%
2
Close
Jul 26, 2023
Eightco Holdings
0.01%
▼ 99.31%
5
Buy
Jul 26, 2023