tiprankstipranks

New Portfolio - New Portfolio

Lisa Cassidy

New Portfolio
Individual Investor
Ranked #429,189 out of 769,291 TipRanks' Investors
Success Rate
42%
439 out of 1056
profitable transactions
Average Return
0.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 18.83%
6-Month Return▲ 50.83%
12-Month Return▲ 77.62%
YTD Return▲ 63.74%
Total Return▼ 23.23%

Best Trade

Opened at
Closed at-
Gain▲ 680.66%

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

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 9.95%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.56%
May 2024
▼ 2.25%
▲ 3.53%
▼ 6.72%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 18.89%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.25%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.06%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 9.58%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 21.01%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 9.95%
▲ 11.46%▲ 5.06%▲ 10.56%
▼ 2.25%▲ 3.53%▼ 6.72%
▲ 25.72%▲ 1.21%▲ 18.89%
▼ 4.22%▲ 2.34%▼ 2.25%
▲ 7.82%▲ 2.10%▲ 2.06%
▲ 5.70%▼ 0.89%▲ 9.58%
▲ 37.60%▲ 4.40%▲ 21.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Symbotic
0.88%
▲ 41.02%
13
Open
Nov 21, 2024
International Business Machines
0%
0.00%
1
Open
Nov 21, 2024
SoundHound AI, Inc Class A
0.41%
▲ 52.59%
14
Open
Nov 19, 2024
Palantir Technologies
1.08%
▲ 386.65%
10
Sell
Nov 18, 2024
Newmont Mining
0%
▼ 11.25%
3
Open
Nov 18, 2024
Optex Systems Holdings
0.29%
▼ 6.90%
1
Open
Nov 18, 2024
Permian Basin
0.35%
▼ 12.78%
14
Buy
Nov 16, 2024
MPLX
0.97%
▲ 8.64%
2
Buy
Nov 16, 2024
Commercial Metals Company
0.79%
▲ 18.59%
9
Buy
Nov 15, 2024
Baker Hughes Company
0.77%
▲ 40.07%
6
Buy
Nov 15, 2024
Bitcoin
0.9%
▲ 182.91%
3
Buy
Nov 14, 2024
Hims & Hers Health
0%
▲ 78.79%
6
Sell
Nov 14, 2024
Pan American Silver
0.95%
▲ 6.81%
2
Buy
Nov 14, 2024
Rocket Lab USA
1.75%
▲ 322.00%
6
Sell
Nov 13, 2024
IonQ
0.8%
▲ 9.02%
5
Buy
Nov 13, 2024
GSI Technology
▼ 18.95%
2
Close
Nov 13, 2024
Marathon Digital Holdings
0.87%
▼ 25.14%
18
Open
Nov 11, 2024
D-Wave Quantum
1.38%
▲ 87.01%
5
Buy
Nov 11, 2024
YieldMax NVDA Option Income Strategy ETF
0.57%
▲ 47.25%
5
Buy
Nov 10, 2024
Intel
0%
▼ 2.93%
11
Open
Nov 08, 2024