Porfolio Ale - New Portfolio

Master of Wine

Porfolio Ale
Individual Investor
Ranked #504,147 out of 757,492 TipRanks' Investors
Success Rate
38%
49 out of 128
profitable transactions
Average Return
-9.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.61%
6-Month Return▼ 1.58%
12-Month Return▲ 101.33%
YTD Return▼ 24.33%
Total Return▲ 70.11%

Best Trade

Opened at
Closed at
Gain▲ 300.00%

Bio

In Spes contra Spem. Just value. Many times contrarian...

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▼ 5.20%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 7.23%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.60%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.71%
May 2024
▼ 2.25%
▲ 3.53%
▼ 12.76%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 17.79%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 11.07%
Aug 2024
▲ 5.59%
▲ 1.30%
▲ 0.60%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▼ 5.20%
▲ 5.05%▲ 3.27%▼ 7.23%
▼ 12.40%▼ 4.03%▼ 3.60%
▲ 11.46%▲ 5.06%▲ 9.71%
▼ 2.25%▲ 3.53%▼ 12.76%
▲ 25.76%▲ 1.21%▲ 17.79%
▼ 4.21%▲ 2.34%▼ 11.07%
▲ 5.59%▲ 1.30%▲ 0.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Wells Fargo
2.14%
▲ 38.19%
3
Sell
Jun 05, 2024
Eyenovia
5.7%
▼ 56.70%
4
Buy
Jun 05, 2024
Digital Turbine
5.29%
▼ 25.43%
5
Open
Jun 05, 2024
Agenus
2.22%
▼ 45.11%
3
Sell
Jun 05, 2024
Atara Biotherapeutics
2.36%
▼ 52.70%
2
Buy
Jun 05, 2024
Actinium Pharmaceuticals
3.41%
▼ 77.93%
1
Open
Jun 05, 2024
Nuvation Bio
2.12%
▲ 5.36%
1
Open
Jun 05, 2024
Aquestive Therapeutics
3.86%
▲ 73.91%
1
Open
Jun 05, 2024
Huya
1.62%
▼ 7.96%
1
Open
Jun 05, 2024
Digital Turbine
5.74%
▲ 82.41%
1
Open
Jun 05, 2024
Intel
▲ 26.03%
5
Close
Feb 27, 2024
MEI Pharma
▼ 57.90%
6
Close
Feb 21, 2024
FlexShopper
▼ 21.89%
4
Close
Feb 21, 2024
Farmer Brothers Company
▼ 45.62%
2
Close
Feb 21, 2024
Warner Bros
▼ 43.89%
3
Close
Feb 21, 2024
Syros Pharmaceuticals
▲ 3.16%
3
Close
Feb 21, 2024
Ouster
▼ 54.07%
6
Close
Feb 21, 2024
NL Industries
▼ 39.46%
2
Close
Feb 21, 2024
Innovative Solutions And Support
▼ 1.19%
2
Close
Feb 21, 2024
GEE Group
▼ 28.39%
3
Close
Feb 21, 2024