Fundss - New Portfolio

Tali01

Fundss
Individual Investor
Ranked #214,736 out of 794,582 TipRanks' Investors
Success Rate
59%
24 out of 41
profitable transactions
Average Return
2.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 15.62%
6-Month Return▼ 18.20%
12-Month Return▼ 21.41%
YTD Return▼ 20.39%
Total Return▲ 71.03%

Best Trade

Opened at
Closed at
Gain▲ 61.85%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 3.66%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.39%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.81%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 1.87%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 0.83%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.16%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 11.56%
Mar 2025
▼ 11.32%
▼ 9.67%
▼ 8.76%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 3.66%
▲ 10.00%▼ 0.89%▼ 1.39%
▲ 26.01%▲ 5.96%▲ 3.81%
▲ 5.33%▼ 2.41%▼ 1.87%
▲ 5.87%▲ 2.69%▲ 0.83%
▼ 12.86%▼ 1.27%▼ 2.16%
▼ 1.80%▼ 5.57%▼ 11.56%
▼ 11.32%▼ 9.67%▼ 8.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fundamental Investors, Class A Shares
0%
▼ 11.53%
1
Open
Mar 19, 2025
Ish.Frf Heal Gl
0%
▼ 5.80%
1
Open
Mar 03, 2025
Anixa Biosciences
0%
▼ 15.20%
2
Buy
Feb 26, 2025
Amplify High Income ETF
▲ 19.48%
2
Close
Jan 23, 2025
Datasea
0.00%
2
Close
Jan 23, 2025
Invesco QQQ Trust
▲ 4.07%
4
Close
Jan 23, 2025
WF Absolute Return Fd Cl A
▼ 5.32%
2
Close
Jan 23, 2025
Vertex Pharmaceuticals
▼ 7.65%
2
Close
Jan 23, 2025
Microsoft
▲ 7.14%
2
Close
Jan 23, 2025
Clene
0%
▼ 44.07%
1
Open
Jan 23, 2025
Charles & Colvard
0%
▼ 45.88%
1
Open
Jan 23, 2025
Apple
▲ 14.95%
11
Close
Jan 09, 2025
Automatic Data Processing
0%
▲ 0.78%
1
Open
Oct 10, 2024
SPDR S&P 500 ETF Trust
▲ 12.51%
4
Close
Jun 20, 2024
Litecoin
▲ 11.25%
2
Close
Jun 12, 2024
Premia Dow Jones Emerging ASEAN Titans 100 ETF
▼ 4.80%
2
Close
Jun 12, 2024
Goldman Sachs Dynamic Global Equity Fund Class A
▲ 5.23%
2
Close
Jun 10, 2024
Brookfield Real Assets Income Fund Inc of Benef. Interest
▲ 6.77%
2
Close
Jun 10, 2024
First Trust Energy AlphaDEX Fund
▲ 10.15%
2
Close
Jun 10, 2024
Global X FTSE Southeast Asia ETF
0%
▲ 0.57%
1
Open
May 20, 2024