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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #79,823 out of 769,603 TipRanks' Investors
Success Rate
77%
17 out of 22
profitable transactions
Average Return
55.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.50%
6-Month Return▲ 22.56%
12-Month Return▲ 48.34%
YTD Return▲ 36.72%
Total Return▼ 40.98%

Best Trade

Opened at
Closed at-
Gain▲ 337.46%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 3.46%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.84%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.14%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.02%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.70%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.56%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 7.96%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 7.85%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.46%
▲ 11.46%▲ 5.06%▲ 0.84%
▼ 2.25%▲ 3.53%▼ 0.14%
▲ 25.72%▲ 1.21%▲ 0.02%
▼ 4.22%▲ 2.34%▼ 0.70%
▲ 7.82%▲ 2.10%▲ 5.56%
▲ 5.70%▼ 0.89%▲ 7.96%
▲ 37.60%▲ 4.40%▲ 7.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sagimet Biosciences, Inc. Class A
5%
▲ 16.38%
1
Open
Oct 04, 2024
Energy Transfer
5%
▲ 28.04%
1
Open
Jun 12, 2024
Coca-Cola
5%
▲ 10.97%
1
Open
Jun 06, 2023
Marvell
5%
▲ 46.75%
1
Open
May 30, 2023
Palantir Technologies
5%
▲ 337.46%
1
Open
May 30, 2023
Li Auto
5%
▼ 23.44%
1
Open
May 19, 2023
Sigma Lithium
5%
▼ 65.43%
1
Open
May 19, 2023
Enterprise Products Partners
5%
▲ 42.71%
1
Open
Apr 04, 2023
Datadog
5%
▲ 119.09%
1
Open
Apr 03, 2023
Exxon Mobil
5%
▲ 23.58%
1
Open
Mar 22, 2023
NextNav
▼ 65.18%
2
Close
Aug 17, 2022
Uber Technologies
5%
▲ 138.63%
2
Buy
Aug 17, 2022
Alphabet Class A
5%
▲ 38.16%
1
Open
Aug 17, 2022
Apple
5%
▲ 33.30%
1
Open
Aug 17, 2022
Targa Resources
5%
▲ 223.52%
1
Open
Aug 17, 2022
Nio
5%
▼ 75.90%
1
Open
Aug 17, 2022
CoStar Group
5%
▲ 8.59%
1
Open
Aug 17, 2022
Microsoft
5%
▲ 45.90%
1
Open
Aug 17, 2022
Cleanspark
5%
▲ 196.66%
1
Open
Aug 17, 2022
B2Gold
5%
▼ 1.22%
1
Open
Aug 17, 2022