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New Portfolio - New Portfolio

SP

New Portfolio
Individual Investor
Ranked #149,589 out of 793,549 TipRanks' Investors
Success Rate
65%
376 out of 575
profitable transactions
Average Return
0.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.42%
6-Month Return▲ 85.70%
12-Month Return▲ 74.33%
YTD Return▼ 4.78%
Total Return▲ 24.36%

Best Trade

Opened at
Closed at
Gain▲ 202.30%

Bio

Performance

87.51%0-87.51%
▼ 13.14%
▲ 2.34%
▲ 5.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.27%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.17%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.67%
Nov 2024
▲ 5.34%
▼ 2.41%
▲ 87.51%
Dec 2024
▲ 5.88%
▲ 2.69%
▼ 1.58%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.85%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 0.42%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 5.34%
▲ 2.93%▲ 2.10%▲ 0.27%
▲ 10.00%▼ 0.89%▼ 0.17%
▲ 26.01%▲ 5.96%▲ 3.67%
▲ 5.34%▼ 2.41%▲ 87.51%
▲ 5.88%▲ 2.69%▼ 1.58%
▼ 12.86%▼ 1.27%▼ 2.85%
▲ 5.30%▼ 4.02%▼ 0.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lantheus
▲ 8.49%
3
Close
Mar 25, 2025
Marvell
8.12%
▼ 6.85%
1
Open
Mar 25, 2025
Datadog
11.25%
▲ 2.28%
4
Buy
Mar 20, 2025
PayPal Holdings
10.47%
▼ 14.03%
9
Buy
Mar 12, 2025
AbCellera Biologics
11.61%
▼ 33.47%
6
Buy
Mar 08, 2025
Comcast
▲ 2.37%
6
Close
Feb 19, 2025
Leidos Holdings
7.28%
▼ 0.56%
5
Open
Feb 12, 2025
Merck & Company
▲ 1.49%
8
Close
Feb 07, 2025
Micron
▼ 0.48%
33
Close
Jan 28, 2025
Axcelis Technologies
▼ 3.71%
2
Close
Jan 28, 2025
Novo Nordisk
▲ 5.00%
2
Close
Jan 27, 2025
Lam Research
▲ 3.11%
24
Close
Jan 16, 2025
Occidental Petroleum
15.5%
▼ 0.95%
9
Buy
Jan 15, 2025
HCA Healthcare
▲ 3.17%
4
Close
Jan 07, 2025
Gitlab
▲ 4.49%
2
Close
Jan 07, 2025
Aptiv
11.13%
▼ 5.25%
3
Buy
Dec 19, 2024
Nike
▲ 3.48%
2
Close
Dec 19, 2024
Chimerix
▲ 102.23%
7
Close
Dec 10, 2024
UiPath
▼ 2.11%
24
Close
Nov 12, 2024
Okta
▲ 5.80%
5
Close
Nov 12, 2024