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New Portfolio - New Portfolio

Dan M

New Portfolio
Individual Investor
Ranked #19,180 out of 783,334 TipRanks' Investors
Success Rate
64%
102 out of 160
profitable transactions
Average Return
73.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.32%
6-Month Return▲ 21.53%
12-Month Return▲ 27.84%
YTD Return▲ 3.69%
Total Return▲ 143.41%

Best Trade

Opened at
Closed at-
Gain▲ 2284.35%

Bio

Tech and others

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.05%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.22%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.40%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.50%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.39%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.43%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.37%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 3.69%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.05%
▲ 8.13%▲ 1.21%▲ 0.22%
▼ 13.14%▲ 2.34%▲ 2.40%
▲ 2.93%▲ 2.10%▲ 4.50%
▲ 9.99%▼ 0.89%▲ 2.39%
▲ 26.04%▲ 5.96%▲ 7.43%
▲ 5.93%▼ 2.41%▼ 1.37%
▲ 2.91%▲ 3.15%▲ 3.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Phasebio Pharmaceuticals
▼ 99.26%
3
Close
Oct 01, 2024
Lululemon Athletica
0%
▲ 53.18%
1
Open
Sep 17, 2024
Beyond Meat
▼ 94.78%
4
Close
May 30, 2024
Direxion Daily MSCI Brazil Bull 2X Shares
▼ 5.52%
3
Close
May 30, 2024
Physicians Realty
▼ 22.53%
3
Close
Feb 29, 2024
Healthpeak Properties
0.02%
▲ 26.03%
1
Open
Feb 29, 2024
JPMorgan Chase & Co.
0%
▲ 29.24%
3
Open
Oct 13, 2023
Activision Blizzard
▲ 23.50%
3
Close
Oct 12, 2023
GE Healthcare Technologies Inc
0.13%
▲ 45.68%
1
Open
Jan 04, 2023
Twitter
▲ 24.04%
3
Close
Oct 27, 2022
Texas Instruments
0%
▲ 25.61%
1
Open
Oct 11, 2022
Salesforce
0.1%
▲ 67.92%
3
Sell
Jul 20, 2021
Alibaba
0.46%
▼ 55.87%
3
Buy
Jul 02, 2021
Lyft
0.07%
▼ 74.34%
2
Buy
Jul 02, 2021
Microsoft
0.15%
▲ 123.64%
2
Buy
Jul 02, 2021
Visa
0.61%
▲ 59.32%
2
Buy
Jul 02, 2021
Virgin Galactic Holdings
0.01%
▼ 99.09%
2
Buy
Jul 02, 2021
Ferrari
1.16%
▲ 134.36%
2
Buy
Jul 02, 2021
Walmart
0.53%
▲ 143.72%
2
Buy
Jul 02, 2021
Woori Finance Holdings Co
0.29%
▲ 44.34%
2
Buy
Jul 02, 2021