tiprankstipranks

Individual - New Portfolio

ZBASS

Individual
Individual Investor
Ranked #427,599 out of 770,014 TipRanks' Investors
Success Rate
44%
170 out of 389
profitable transactions
Average Return
4.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.41%
6-Month Return▲ 6.31%
12-Month Return▲ 21.49%
YTD Return▲ 6.49%
Total Return▲ 95.86%

Best Trade

Opened at
Closed at-
Gain▲ 1581.34%

Bio

Buy & Hold w/ speculative

Performance

31.73%0-31.73%
▼ 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
▲ 5.70%
▼ 0.89%
▼ 4.35%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 3.18%
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%
▲ 5.70%▼ 0.89%▼ 4.35%
▲ 31.73%▲ 4.73%▲ 3.18%

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
5.35%
▲ 12.17%
6
Buy
Mar 20, 2024
Tesla
31.2%
▲ 117.13%
15
Buy
Mar 16, 2024
Walgreens Boots Alliance
1.13%
▼ 35.28%
19
Buy
Mar 13, 2024
Dorian LPG
0.5%
▼ 32.79%
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
2.42%
▲ 0.32%
9
Buy
Mar 09, 2024
Starbucks
1.07%
▲ 18.52%
15
Buy
Feb 28, 2024
Costco
4.17%
▲ 104.09%
17
Buy
Feb 19, 2024
Apple
9.08%
▲ 62.60%
16
Buy
Feb 17, 2024
Micron
0.74%
▲ 34.38%
10
Buy
Jan 19, 2024
Walt Disney
1.07%
▼ 21.30%
11
Buy
Jan 11, 2024
Nvidia
11.24%
▲ 442.07%
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
0.04%
▼ 81.65%
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