Individual - New Portfolio

ZBASS

Individual
Individual Investor
Ranked #417,571 out of 766,026 TipRanks' Investors
Success Rate
44%
170 out of 389
profitable transactions
Average Return
4.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.16%
6-Month Return▲ 9.29%
12-Month Return▲ 38.21%
YTD Return▲ 6.20%
Total Return▲ 95.32%

Best Trade

Opened at
Closed at-
Gain▲ 1724.85%

Bio

Buy & Hold w/ speculative

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.84%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.30%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.51%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.31%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.08%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.15%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 4.01%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 2.53%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.84%
▲ 11.46%▲ 5.06%▲ 7.30%
▼ 2.25%▲ 3.53%▲ 1.51%
▲ 25.72%▲ 1.21%▼ 1.31%
▼ 4.22%▲ 2.34%▲ 0.08%
▲ 7.82%▲ 2.10%▲ 3.15%
▲ 6.02%▼ 0.89%▼ 4.01%
▲ 5.59%▲ 5.20%▲ 2.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Shift Technologies
▼ 77.73%
8
Close
Oct 14, 2024
Vanguard International High Dividend Yield Index Fund Admiral Shares
5.46%
▲ 13.56%
6
Buy
Mar 20, 2024
Tesla
29.87%
▲ 115.59%
15
Buy
Mar 16, 2024
Walgreens Boots Alliance
1.18%
▼ 35.27%
19
Buy
Mar 13, 2024
Dorian LPG
0.56%
▼ 28.98%
1
Buy
Mar 11, 2024
FedEx
▼ 7.29%
14
Close
Mar 09, 2024
Rocket Companies
▼ 45.98%
8
Close
Mar 09, 2024
iShares 20+ Year Treasury Bond ETF
2.44%
▲ 0.06%
9
Buy
Mar 09, 2024
Starbucks
1.05%
▲ 16.41%
15
Buy
Feb 28, 2024
Costco
4.08%
▲ 102.23%
17
Buy
Feb 19, 2024
Apple
8.84%
▲ 61.00%
16
Buy
Feb 17, 2024
Micron
0.82%
▲ 38.98%
10
Buy
Jan 19, 2024
Walt Disney
0.92%
▼ 24.14%
11
Buy
Jan 11, 2024
Nvidia
12.22%
▲ 473.94%
11
Buy
Dec 30, 2023
Affirm Holdings
▼ 44.50%
7
Close
Dec 29, 2023
Greenbriar Capital
▲ 10.54%
4
Close
Nov 21, 2023
Spruce Power Holding
0.05%
▼ 81.34%
11
Sell
Oct 10, 2023
Squarespace
▼ 37.83%
4
Sell
Oct 05, 2023
Digital Realty
▼ 20.68%
11
Close
Oct 04, 2023
Kinross Gold
▼ 22.73%
11
Close
Oct 04, 2023