New Portfolio - New Portfolio

Lisa Cassidy

New Portfolio
Individual Investor
Ranked #417,252 out of 757,311 TipRanks' Investors
Success Rate
38%
374 out of 994
profitable transactions
Average Return
-6.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.60%
6-Month Return▲ 9.22%
12-Month Return▲ 39.65%
YTD Return▲ 21.47%
Total Return▼ 43.05%

Best Trade

Opened at
Closed at-
Gain▲ 362.85%

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

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 19.46%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.34%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.95%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.56%
May 2024
▼ 2.25%
▲ 3.53%
▼ 6.72%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 18.89%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 2.25%
Aug 2024
▲ 1.03%
▼ 0.11%
▲ 0.40%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 19.46%
▲ 5.05%▲ 3.27%▲ 1.34%
▼ 12.40%▼ 4.03%▼ 9.95%
▲ 11.46%▲ 5.06%▲ 10.56%
▼ 2.25%▲ 3.53%▼ 6.72%
▲ 25.76%▲ 1.21%▲ 18.89%
▼ 4.21%▲ 2.34%▼ 2.25%
▲ 1.03%▼ 0.11%▲ 0.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Southern Co
▼ 1.65%
5
Close
Sep 18, 2024
Digital Turbine
▼ 20.85%
4
Close
Sep 18, 2024
AppLovin
1.79%
0.00%
1
Open
Sep 18, 2024
Palantir Technologies
1.42%
▲ 188.53%
8
Sell
Sep 17, 2024
Hims & Hers Health
0.41%
▲ 20.75%
5
Buy
Sep 17, 2024
American Rebel Holdings
▼ 18.33%
2
Close
Sep 17, 2024
Immersion
0%
▼ 34.04%
4
Sell
Sep 16, 2024
Enovix
▼ 28.01%
8
Buy
Sep 16, 2024
SoundHound AI, Inc Class A
0.41%
▲ 56.65%
12
Sell
Sep 16, 2024
AbSci
▼ 22.22%
2
Close
Sep 16, 2024
Pan American Silver
0.51%
▼ 3.82%
1
Open
Sep 16, 2024
ProShares Bitcoin Strategy ETF
▼ 6.49%
4
Close
Sep 13, 2024
Kratos Defense
1.1%
▲ 37.70%
3
Buy
Sep 12, 2024
Schrodinger
0.4%
▼ 5.39%
3
Sell
Sep 12, 2024
Nerdy
0.17%
▼ 15.15%
8
Sell
Sep 12, 2024
ON Semiconductor
▲ 16.85%
9
Close
Sep 10, 2024
Kimbell Royalty Partners
▲ 4.28%
3
Close
Sep 10, 2024
Zeta Global Holdings Corp
0.68%
▲ 154.03%
5
Buy
Sep 10, 2024
C3ai
▲ 13.02%
10
Close
Sep 10, 2024
Intel
▼ 2.39%
10
Close
Sep 10, 2024