tiprankstipranks

New Portfolio - New Portfolio

Lisa Cassidy

New Portfolio
Individual Investor
Ranked #437,797 out of 781,066 TipRanks' Investors
Success Rate
42%
501 out of 1182
profitable transactions
Average Return
3.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.63%
6-Month Return▲ 39.24%
12-Month Return▲ 97.19%
YTD Return▲ 10.42%
Total Return▼ 6.24%

Best Trade

Opened at
Closed at-
Gain▲ 813.10%

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%
▲ 9.79%
▲ 3.53%
▲ 3.21%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 6.49%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 13.04%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.92%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 8.67%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 18.95%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 4.49%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 10.42%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.21%
▲ 8.13%▲ 1.21%▲ 6.49%
▼ 13.14%▲ 2.34%▼ 13.04%
▲ 2.93%▲ 2.10%▲ 4.92%
▲ 10.00%▼ 0.89%▲ 8.67%
▲ 26.04%▲ 5.96%▲ 18.95%
▲ 5.93%▼ 2.41%▲ 4.49%
▲ 9.79%▲ 0.95%▲ 10.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EQT
0%
▲ 5.42%
9
Open
Jan 17, 2025
0%
0.00%
1
Open
Jan 17, 2025
Permian Basin
0.62%
▼ 12.55%
17
Buy
Jan 16, 2025
Stacks
0%
▲ 7.03%
1
Open
Jan 16, 2025
Quantum Computing
0.32%
▼ 31.12%
12
Buy
Jan 14, 2025
Dell Technologies
0.9%
▲ 45.24%
7
Sell
Jan 14, 2025
Hims & Hers Health
0.46%
▲ 81.20%
7
Buy
Jan 14, 2025
D-Wave Quantum
1.07%
▲ 335.46%
9
Buy
Jan 14, 2025
Altria Group
0.87%
▲ 2.90%
3
Sell
Jan 14, 2025
Oklo Inc
0.53%
▼ 4.26%
6
Buy
Jan 14, 2025
Weave Communications
0.26%
▼ 0.11%
2
Buy
Jan 14, 2025
Rumble
▼ 6.14%
12
Close
Jan 13, 2025
ON Semiconductor
▲ 3.35%
13
Close
Jan 13, 2025
Micron
▲ 3.00%
7
Close
Jan 13, 2025
iShares Silver Trust
▲ 1.14%
7
Close
Jan 13, 2025
Draganfly
0.24%
▼ 21.41%
8
Buy
Jan 13, 2025
ARM Holdings PLC ADR
▲ 5.25%
6
Close
Jan 13, 2025
Devon Energy
▼ 8.31%
7
Close
Jan 13, 2025
SPDR Portfolio S&P 500 Value ETF
▼ 0.61%
4
Close
Jan 13, 2025
AT&T
▲ 8.27%
3
Close
Jan 13, 2025