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New Portfolio - New Portfolio
sri
New PortfolioIndividual Investor
Ranked #404,720 out of 795,507 TipRanks' Investors
Success Rate
32 out of 97
profitable transactions
profitable transactions
Average Return
-8.22%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.23%
6-Month Return▲ 7.20%
12-Month Return▲ 21.60%
YTD Return▼ 14.51%
Total Return▼ 28.23%
Best Trade
Bio
Buy when everyone sells
Performance
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▼ 0.50%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.28%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 18.82%
Nov 2024
▲ 5.34%
▼ 2.41%
▲ 8.58%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 6.58%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.10%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 13.59%
Mar 2025
▼ 13.55%
▼ 6.22%
▼ 4.20%
Apr 2025
▲ 2.92%▲ 2.10%▼ 0.50%
▲ 10.00%▼ 0.89%▲ 0.28%
▲ 25.98%▲ 5.96%▲ 18.82%
▲ 5.34%▼ 2.41%▲ 8.58%
▲ 5.99%▲ 2.69%▲ 6.58%
▼ 12.86%▼ 1.27%▼ 3.10%
▼ 1.80%▼ 5.57%▼ 13.59%
▼ 13.55%▼ 6.22%▼ 4.20%
Recent Activity
Asana
39.57%
▼ 31.39%
11
Buy
Jan 04, 2025
Energy Transfer
41.56%
▲ 6.06%
5
Buy
Jan 04, 2025
Miller Value Partners Appreciation ETF
3.34%
▼ 7.54%
1
Open
Sep 18, 2024
Elastic
3.05%
▼ 26.14%
3
Open
Aug 30, 2024
Intel
0.25%
▲ 1.96%
1
Open
Aug 10, 2024
Dexcom
2.95%
▼ 1.99%
1
Open
Jul 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
―
▲ 47.35%
2
Close
Aug 25, 2023
Walt Disney
5.4%
▼ 3.11%
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