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New Portfolio - New Portfolio

FS

New Portfolio
Individual Investor
Ranked #518,218 out of 781,066 TipRanks' Investors
Success Rate
56%
9 out of 16
profitable transactions
Average Return
-2.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.82%
6-Month Return▼ 2.25%
12-Month Return▲ 7.08%
YTD Return▲ 2.75%
Total Return▲ 5.32%

Best Trade

Opened at
Closed at
Gain▲ 6.21%

Bio

Long Term Investing

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 8.04%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 1.18%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.50%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.35%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 5.04%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.80%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 7.37%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.75%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 8.04%
▲ 8.13%▲ 1.21%▼ 1.18%
▼ 13.14%▲ 2.34%▲ 3.50%
▲ 2.93%▲ 2.10%▲ 4.35%
▲ 10.00%▼ 0.89%▼ 5.04%
▲ 26.04%▲ 5.96%▲ 4.80%
▲ 5.93%▼ 2.41%▼ 7.37%
▲ 9.79%▲ 0.95%▲ 2.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco NASDAQ 100 ETF
7.69%
▲ 2.96%
3
Open
Oct 13, 2024
Unusual Whales Subversive Democratic Trading ETF
▲ 1.59%
2
Close
Oct 13, 2024
SoFi Select 500 ETF
7.69%
▲ 4.13%
1
Open
Oct 12, 2024
Palo Alto Networks
7.69%
▼ 5.27%
1
Open
Oct 12, 2024
Direxion Daily S&P 500 High Beta Bull 3X Shares
7.69%
▼ 3.33%
1
Open
Oct 12, 2024
Nvidia
7.69%
▼ 0.25%
1
Open
Oct 12, 2024
Fastenal Company
7.69%
▼ 0.28%
1
Open
Oct 12, 2024
Wolfspeed
7.69%
▼ 44.82%
1
Open
Oct 12, 2024
Independence Realty
▲ 6.21%
2
Close
Oct 09, 2024
VanEck Semiconductor ETF
7.69%
▲ 1.66%
1
Open
Oct 09, 2024
Vanguard Information Technology ETF
7.69%
▲ 5.05%
1
Open
Oct 09, 2024
Technology Select Sector SPDR Fund
7.69%
▲ 1.75%
1
Open
Oct 09, 2024
Health Care Select Sector SPDR Fund
7.69%
▼ 8.17%
1
Open
Oct 09, 2024
Unusual Whales Subversive Republican Trading ETF
7.69%
▲ 3.24%
1
Open
Oct 09, 2024
Warner Music Group
7.69%
▼ 8.08%
1
Open
Aug 10, 2021