tiprankstipranks

New Portfolio - New Portfolio

Lisa Cassidy

New Portfolio
Individual Investor
Ranked #453,820 out of 788,174 TipRanks' Investors
Success Rate
41%
504 out of 1229
profitable transactions
Average Return
4.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 18.95%
6-Month Return▲ 19.06%
12-Month Return▲ 37.87%
YTD Return▼ 14.73%
Total Return▼ 27.61%

Best Trade

Opened at
Closed at-
Gain▲ 1252.04%

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

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 6.49%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 13.04%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.92%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 8.67%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 18.94%
Nov 2024
▲ 5.81%
▼ 2.41%
▲ 4.47%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 1.03%
Jan 2025
▼ 8.93%
▲ 1.85%
▼ 15.60%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 6.49%
▼ 13.14%▲ 2.34%▼ 13.04%
▲ 2.93%▲ 2.10%▲ 4.92%
▲ 9.99%▼ 0.89%▲ 8.67%
▲ 26.04%▲ 5.96%▲ 18.94%
▲ 5.81%▼ 2.41%▲ 4.47%
▲ 4.98%▲ 2.69%▲ 1.03%
▼ 8.93%▲ 1.85%▼ 15.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Energy Transfer
0.49%
▲ 2.29%
3
Buy
Feb 20, 2025
IonQ
0.55%
▲ 5.39%
8
Sell
Feb 18, 2025
Alarum Technologies
▼ 38.63%
6
Close
Feb 18, 2025
Recursion Pharmaceuticals
0.44%
▼ 2.73%
1
Open
Feb 18, 2025
Enterprise Products Partners
0.56%
▲ 8.35%
2
Buy
Feb 16, 2025
Permian Basin
0.59%
▼ 12.84%
18
Buy
Feb 16, 2025
MPLX
1.06%
▲ 15.15%
3
Buy
Feb 16, 2025
Hess Midstream Partners
0.75%
▲ 7.75%
2
Buy
Feb 16, 2025
Quantum Computing
0%
▼ 36.58%
13
Sell
Feb 14, 2025
SoundHound AI, Inc Class A
0%
▲ 59.30%
16
Sell
Feb 14, 2025
Fastly
0.35%
▼ 18.82%
6
Buy
Feb 14, 2025
Vicarious Surgical
0.4%
▼ 6.34%
6
Buy
Feb 14, 2025
SoFi Technologies
▲ 7.72%
14
Close
Feb 12, 2025
EQT
▲ 2.60%
12
Close
Feb 12, 2025
Draganfly
0.28%
▼ 22.58%
10
Sell
Feb 12, 2025
Dorchester Minerals
0.51%
▲ 1.10%
3
Open
Feb 12, 2025
Credo Technology Group Holding Ltd
1.17%
▲ 106.83%
5
Sell
Feb 12, 2025
Aris Water Solutions
▲ 9.91%
2
Close
Feb 12, 2025
PROCEPT BioRobotics
0%
▼ 1.27%
1
Open
Feb 12, 2025
enCore Energy
0.22%
▲ 10.91%
6
Open
Feb 10, 2025