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New Portfolio - New Portfolio
sri
New PortfolioIndividual Investor
Ranked #454,555 out of 769,291 TipRanks' Investors
Success Rate
35 out of 95
profitable transactions
profitable transactions
Average Return
-6.07%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 15.40%
6-Month Return▲ 24.88%
12-Month Return▲ 18.48%
YTD Return▲ 18.48%
Total Return▼ 24.85%
Best Trade
Bio
Buy when everyone sells
Performance
37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 3.89%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.05%
May 2024
▼ 2.25%
▲ 3.53%
▲ 7.82%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 0.41%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.65%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.50%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.28%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 15.43%
Nov 2024
▼ 12.40%▼ 4.03%▼ 3.89%
▲ 11.46%▲ 5.06%▲ 2.05%
▼ 2.25%▲ 3.53%▲ 7.82%
▲ 25.72%▲ 1.21%▼ 0.41%
▼ 4.22%▲ 2.34%▲ 1.65%
▲ 7.82%▲ 2.10%▼ 0.50%
▲ 5.70%▼ 0.89%▲ 0.28%
▲ 37.60%▲ 4.40%▲ 15.43%
Recent Activity
Miller Value Partners Appreciation ETF
18.24%
▲ 12.88%
1
Open
Sep 18, 2024
Elastic
17.9%
▼ 16.76%
3
Open
Aug 30, 2024
Intel
1.35%
▲ 26.24%
1
Open
Aug 10, 2024
Dexcom
14.08%
▲ 10.34%
1
Open
Jul 27, 2024
Asana
0%
▼ 33.43%
10
Sell
Jan 27, 2024
Energy Transfer
0%
▲ 19.13%
4
Open
Jan 27, 2024
Enphase Energy
―
▼ 40.04%
2
Close
Oct 23, 2023
Pfizer
―
▼ 15.47%
2
Close
Oct 23, 2023
Berkshire Hathaway B
―
▲ 17.98%
5
Close
Sep 08, 2023
Tesla
―
▲ 72.41%
4
Close
Sep 08, 2023
Alphabet Class A
―
▲ 19.10%
6
Close
Sep 08, 2023
Boston Beer
―
▲ 9.82%
2
Close
Sep 07, 2023
Meta Platforms
―
▲ 155.91%
6
Close
Aug 27, 2023
Gitlab
―
▲ 32.72%
2
Close
Aug 27, 2023
Opko Health
―
▲ 9.23%
6
Close
Aug 25, 2023
Arista Networks
―
▲ 78.94%
2
Close
Aug 25, 2023
Walt Disney
31.94%
▲ 29.76%
1
Open
Jun 24, 2023
Netflix
―
▲ 94.31%
2
Close
Jun 23, 2023
Butterfly Network
―
▼ 10.44%
2
Close
Jan 06, 2023
Trade Desk
―
▼ 39.08%
4
Close
Jan 04, 2023