New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #592,142 out of 757,492 TipRanks' Investors
Success Rate
44%
71 out of 161
profitable transactions
Average Return
-14.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.32%
6-Month Return▲ 25.39%
12-Month Return▲ 39.76%
YTD Return▲ 35.71%
Total Return▼ 17.02%

Best Trade

Opened at
Closed at
Gain▲ 100.90%

Bio

Mechanical philosophy's understanding of stocks

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 12.83%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 14.48%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 4.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.65%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.92%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.24%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 8.11%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 1.01%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 12.83%
▲ 5.05%▲ 3.27%▲ 14.48%
▼ 12.40%▼ 4.03%▲ 4.43%
▲ 11.46%▲ 5.06%▲ 6.65%
▼ 2.25%▲ 3.53%▲ 5.92%
▲ 25.76%▲ 1.21%▲ 5.24%
▼ 4.21%▲ 2.34%▼ 8.11%
▲ 2.65%▼ 0.40%▲ 1.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class C
23.96%
▲ 47.81%
6
Buy
Sep 06, 2024
Occidental Petroleum
0%
▲ 0.42%
1
Open
Sep 06, 2024
PDD Holdings
22.5%
▲ 19.38%
11
Buy
Aug 26, 2024
Advanced Micro Devices
▲ 98.36%
6
Close
Aug 21, 2024
PayPal Holdings
0%
▼ 27.11%
6
Sell
Aug 20, 2024
Starbucks
0%
▲ 31.95%
2
Sell
Aug 20, 2024
Intel
2.07%
▼ 12.34%
14
Buy
Aug 02, 2024
Walt Disney
5.49%
▲ 9.12%
5
Buy
Jul 23, 2024
Tesla
7.16%
▲ 44.86%
2
Sell
Jul 23, 2024
Nike
7.92%
▲ 7.92%
1
Open
Jun 28, 2024
3M
0%
▲ 85.70%
2
Sell
May 01, 2024
Lufax Holding
3.25%
▼ 37.01%
15
Sell
Apr 03, 2024
Arch Resources
3.82%
▼ 28.97%
1
Open
Mar 07, 2024
Tencent Holdings
13.23%
▼ 7.36%
8
Buy
Feb 23, 2024
Direxion Daily FTSE China Bull 3X Shares
0%
▲ 16.70%
4
Sell
Feb 23, 2024
Alibaba
7.79%
▼ 38.58%
10
Open
Nov 16, 2023
Southwest Airlines
2.83%
▲ 2.41%
1
Open
Sep 14, 2023
Credit Suisse
▼ 91.11%
2
Close
Jun 09, 2023
UBS Group AG
0%
▲ 54.61%
1
Open
Jun 09, 2023
Xiaomi
▼ 51.26%
4
Close
Feb 21, 2023