Current Investment - New Portfolio

Amy Evelyn

Current Investment
Individual Investor
Ranked #544,879 out of 757,492 TipRanks' Investors
Success Rate
63%
321 out of 509
profitable transactions
Average Return
-0.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.63%
6-Month Return▼ 6.55%
12-Month Return▲ 4.96%
YTD Return▲ 2.10%
Total Return▼ 13.44%

Best Trade

Opened at
Closed at
Gain▲ 44.76%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 6.89%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 7.10%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.52%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.64%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.19%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 0.97%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.41%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 0.33%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 6.89%
▲ 5.05%▲ 3.27%▲ 7.10%
▼ 12.40%▼ 4.03%▼ 5.52%
▲ 11.46%▲ 5.06%▲ 1.64%
▼ 2.25%▲ 3.53%▼ 2.19%
▲ 25.76%▲ 1.21%▲ 0.97%
▼ 4.21%▲ 2.34%▲ 0.41%
▲ 2.65%▼ 0.40%▼ 0.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AltShares Merger Arbitrage ETF
10%
▲ 2.69%
1
Open
Mar 25, 2024
Avantis U.S. Large Cap Equity ETF
10%
▲ 7.70%
1
Open
Mar 25, 2024
Dimensional World Equity ETF
10%
▲ 8.60%
1
Open
Mar 25, 2024
FirstCash
10%
▼ 2.42%
1
Open
Mar 25, 2024
Goldman Sachs S&P 500 Core Premium Income ETF
10%
▲ 8.92%
1
Open
Mar 25, 2024
Hess Midstream Partners
10%
▲ 3.98%
1
Open
Mar 25, 2024
Columbia India Consumer ETF
10%
▲ 21.46%
1
Open
Mar 25, 2024
Koppers Holdings
10%
▼ 30.85%
1
Open
Mar 25, 2024
Newmarket
10%
▼ 11.28%
1
Open
Mar 25, 2024
Invesco DWA Technology Momentum ETF
10%
▲ 7.05%
1
Open
Mar 25, 2024
Torm
▲ 7.06%
2
Close
Aug 09, 2022
Teekay Tankers
▲ 3.82%
2
Close
Aug 09, 2022
Cormedix
▼ 57.45%
2
Close
Aug 09, 2022
SIGA Technologies
▼ 0.71%
2
Close
Aug 08, 2022
Enphase Energy
▲ 4.95%
2
Close
Aug 08, 2022
Harte-Hanks
▼ 9.73%
2
Close
Jul 28, 2022
New Oriental Education Tech
▲ 12.67%
2
Close
Jul 28, 2022
Bassett Furniture
▼ 2.44%
2
Close
Jul 19, 2022
Futu Holdings
▼ 11.02%
2
Close
Jul 06, 2022
Privia Health Group
▲ 4.70%
2
Close
Jul 06, 2022