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My Portfolio - New Portfolio

Dylan

My Portfolio
Individual Investor
Ranked #61,191 out of 769,291 TipRanks' Investors
Success Rate
71%
41 out of 58
profitable transactions
Average Return
33.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.17%
6-Month Return▲ 4.42%
12-Month Return▲ 16.77%
YTD Return▲ 11.01%
Total Return▲ 121.68%

Best Trade

Opened at
Closed at
Gain▲ 1027.68%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 5.24%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 0.13%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.62%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.01%
Jul 2024
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.09%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 5.96%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.24%
▲ 11.46%▲ 5.06%▼ 0.13%
▼ 2.25%▲ 3.53%▲ 0.62%
▲ 25.72%▲ 1.21%▲ 1.01%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%
▲ 5.70%▼ 0.89%▼ 2.09%
▲ 37.60%▲ 4.40%▲ 5.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Kinsale Capital Group
4.59%
▲ 1.76%
3
Sell
Oct 09, 2024
Roblox
4.99%
▲ 18.23%
1
Open
Oct 09, 2024
Celsius Holdings
4.31%
▼ 4.79%
1
Open
Oct 09, 2024
Microsoft
11.5%
▲ 45.22%
5
Buy
Oct 04, 2024
Alibaba
8.41%
▼ 16.16%
5
Buy
Oct 04, 2024
Exxon Mobil
11.2%
▼ 10.78%
4
Buy
Oct 04, 2024
Hims & Hers Health
15.37%
▲ 32.10%
2
Buy
Oct 04, 2024
Deliveroo plc Class A
13.36%
▼ 7.64%
2
Buy
Oct 04, 2024
Apple
12.68%
▲ 0.87%
2
Buy
Oct 04, 2024
Citizens Financial
13.58%
▲ 16.34%
2
Buy
Oct 04, 2024
Walt Disney
▼ 28.72%
4
Close
Jul 12, 2024
Invesco QQQ Trust
▲ 50.33%
2
Close
Jul 12, 2024
Salesforce
▲ 5.96%
2
Close
Jul 12, 2024
iShares MSCI All Country Asia ex Japan ETF
▼ 21.10%
2
Close
Jul 12, 2024
McDonald's
▲ 28.04%
3
Close
Jul 12, 2024
Visa
▲ 29.80%
3
Close
Jul 12, 2024
Huntington Bancshares
▲ 9.08%
3
Close
Jul 12, 2024
Invesco S&P 500 High Dividend Low Volatility ETF
▲ 14.81%
2
Close
May 25, 2021
SPDR S&P 500 ETF Trust
▲ 6.87%
2
Close
May 25, 2021
ARK Genomic Revolution ETF
▼ 29.43%
2
Close
May 24, 2021