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My Current Portfolio - New Portfolio

BKJ

My Current Portfolio
Individual Investor
Ranked #417,767 out of 788,370 TipRanks' Investors
Success Rate
44%
17 out of 39
profitable transactions
Average Return
8.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.02%
6-Month Return▲ 6.20%
12-Month Return▼ 0.10%
YTD Return▼ 4.42%
Total Return▲ 15.44%

Best Trade

Opened at
Closed at
Gain▲ 210.02%

Bio

Risk averse, aggressive and built for 5 yrs into the future

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 3.24%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.99%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.17%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.82%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 10.60%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 5.97%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.42%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 6.69%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.24%
▼ 13.14%▲ 2.34%▲ 0.99%
▲ 2.93%▲ 2.10%▲ 2.17%
▲ 9.99%▼ 0.89%▼ 0.82%
▲ 26.03%▲ 5.96%▲ 10.60%
▲ 5.97%▼ 2.41%▼ 5.97%
▲ 5.25%▲ 2.69%▲ 2.42%
▼ 9.08%▲ 1.42%▼ 6.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Datadog
▲ 39.16%
3
Close
Feb 04, 2025
MongoDB
▼ 20.65%
3
Close
Feb 04, 2025
Denali Therapeutics
▼ 58.59%
3
Close
Feb 04, 2025
Teva Pharmaceutical
▲ 73.23%
3
Close
Feb 04, 2025
Teladoc
▼ 93.56%
3
Close
Feb 04, 2025
GE Aerospace
▲ 208.66%
3
Close
Feb 04, 2025
Intellia Therapeutics
▼ 90.79%
3
Close
Feb 04, 2025
Occidental Petroleum
0%
▲ 107.00%
3
Sell
Feb 04, 2025
T Mobile US
▲ 79.94%
3
Close
Feb 04, 2025
Quanterix
▼ 85.58%
3
Close
Feb 04, 2025
Apple
▲ 67.20%
3
Close
Feb 04, 2025
Affirm Holdings
▼ 26.55%
3
Close
Feb 04, 2025
GE Healthcare Technologies Inc
▲ 44.15%
2
Close
Feb 04, 2025
PayPal Holdings
0%
▼ 3.57%
1
Open
Feb 04, 2025
Intuitive Machines
0%
▼ 16.24%
1
Open
Feb 04, 2025
Rocket Lab USA
0%
▼ 17.89%
1
Open
Feb 04, 2025
Paysafe
0%
▼ 2.09%
1
Open
Feb 04, 2025
Planet Labs PBC
0%
▼ 22.95%
1
Open
Feb 04, 2025
Twitter
▼ 16.69%
3
Close
Oct 27, 2022
Anaplan
▲ 1.25%
3
Close
Jun 22, 2022