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bar ilan 2 - New Portfolio
eric lozon
bar ilan 2Individual Investor
Ranked #179,211 out of 809,057 TipRanks' Investors
Success Rate
12 out of 17
profitable transactions
profitable transactions
Average Return
45.77%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.63%
6-Month Return▲ 5.32%
12-Month Return▲ 17.56%
YTD Return▲ 8.01%
Total Return▲ 56.88%
Best Trade
Bio
Cross sector portfolio with emphasis on major tech companies.
Performance
16.05%0-16.05%
▲ 5.10%
▼ 2.41%
▼ 0.24%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 1.46%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.62%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.63%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.71%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.74%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.02%
Jun 2025
▲ 16.05%
▲ 1.57%
▲ 0.99%
Jul 2025
▲ 5.10%▼ 2.41%▼ 0.24%
▲ 6.03%▲ 2.69%▲ 1.46%
▼ 12.86%▼ 1.27%▼ 1.62%
▼ 1.80%▼ 5.57%▼ 4.63%
▲ 1.84%▼ 0.87%▼ 0.71%
▲ 12.20%▲ 6.28%▲ 5.74%
▲ 6.24%▲ 5.14%▲ 7.02%
▲ 16.05%▲ 1.57%▲ 0.99%
Recent Activity
Caterpillar
7.14%
▲ 8.08%
1
Open
Jan 20, 2025
Nvidia
7.14%
▲ 230.19%
3
Sell
Jun 18, 2024
Target
―
▼ 34.22%
2
Close
Jun 02, 2024
Mattel
―
▼ 20.19%
2
Close
Jun 02, 2024
Alphabet Class A
7.14%
▲ 7.51%
1
Open
Jun 02, 2024
Broadcom
7.14%
▲ 117.48%
1
Open
Jun 02, 2024
Berkshire Hathaway B
7.14%
▲ 14.23%
1
Open
Jun 02, 2024
Apple
7.14%
▲ 32.86%
1
Open
Nov 25, 2021
Chevron
7.14%
▲ 47.16%
1
Open
Nov 25, 2021
Netflix
7.14%
▲ 83.69%
1
Open
Nov 25, 2021
UnitedHealth
7.14%
▼ 33.48%
1
Open
Nov 25, 2021
Qualcomm
7.14%
▼ 6.98%
1
Open
Nov 25, 2021
Home Depot
7.14%
▼ 4.28%
1
Open
Nov 25, 2021
Bank of America
7.14%
▲ 9.34%
1
Open
Nov 25, 2021
Microsoft
7.14%
▲ 55.45%
1
Open
Nov 25, 2021
Coca-Cola
7.14%
▲ 41.02%
1
Open
Nov 25, 2021