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New Portfolio - New Portfolio
Lisa Cassidy
New PortfolioIndividual Investor
Ranked #423,165 out of 793,101 TipRanks' Investors
Success Rate
505 out of 1286
profitable transactions
profitable transactions
Average Return
1.92%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.69%
6-Month Return▲ 11.57%
12-Month Return▲ 16.72%
YTD Return▼ 16.59%
Total Return▼ 29.71%
Best Trade
Bio
I am retired and I enjoy watching the stock markets, I'm still trying to learn when to buy and sell or hold
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 13.04%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.92%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 8.51%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 19.00%
Nov 2024
▲ 5.34%
▼ 2.41%
▲ 3.81%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 1.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 24.10%
Feb 2025
▲ 7.47%
▼ 3.09%
▲ 7.96%
Mar 2025
▼ 13.14%▲ 2.34%▼ 13.04%
▲ 2.93%▲ 2.10%▲ 4.92%
▲ 10.00%▼ 0.89%▲ 8.51%
▲ 26.01%▲ 5.96%▲ 19.00%
▲ 5.34%▼ 2.41%▲ 3.81%
▲ 5.88%▲ 2.69%▲ 1.79%
▼ 12.86%▼ 1.27%▼ 24.10%
▲ 7.47%▼ 3.09%▲ 7.96%
Recent Activity
Klarsen SA
0%
0.00%
1
Open
Mar 26, 2025
Chevron
0%
▲ 11.30%
3
Open
Mar 25, 2025
IonQ
0.9%
▼ 1.51%
12
Sell
Mar 25, 2025
AT&T
0%
▲ 8.27%
4
Open
Mar 25, 2025
Altria Group
0%
▲ 2.26%
5
Open
Mar 25, 2025
International Business Machines
0%
▲ 4.99%
3
Open
Mar 25, 2025
Ondas Holdings
0.15%
▲ 7.47%
3
Buy
Mar 25, 2025
Banco Santander SA
0.3%
0.00%
1
Open
Mar 25, 2025
Powerfleet
0%
0.00%
1
Open
Mar 25, 2025
Ares Capital
0%
0.00%
1
Open
Mar 25, 2025
Arcos Dorados Holdings
0%
0.00%
1
Open
Mar 25, 2025
EOG Resources
0%
0.00%
1
Open
Mar 25, 2025
Xerox
0%
0.00%
1
Open
Mar 25, 2025
Compass
0%
0.00%
1
Open
Mar 25, 2025
YieldMax TSLA Option Income Strategy ETF
0.68%
▼ 1.47%
27
Buy
Mar 24, 2025
Vale SA
0.27%
▲ 2.73%
4
Buy
Mar 24, 2025
RTX
―
▲ 48.28%
15
Close
Mar 21, 2025
HIVE Digital Technologies
0.43%
▼ 23.76%
12
Buy
Mar 21, 2025
BWX Technologies
―
▲ 9.11%
7
Close
Mar 21, 2025
D-Wave Quantum
0.97%
▲ 464.17%
13
Buy
Mar 21, 2025