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New Portfolio
- New Portfolio
Performance
Portfolio Details
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
Asset
Palantir Te... (PLTR)
Opened at
Dec 01, 2022
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
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
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 Average
S&P 500
Investor 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
SO
Southern Co
―
▼ 1.65%
5
Close
Sep 18, 2024
APPS
Digital Turbine
―
▼ 20.85%
4
Close
Sep 18, 2024
APP
AppLovin
1.79%
0.00%
1
Open
Sep 18, 2024
PLTR
Palantir Technologies
1.42%
▲ 188.53%
8
Sell
Sep 17, 2024
HIMS
Hims & Hers Health
0.41%
▲ 20.75%
5
Buy
Sep 17, 2024
AREB
American Rebel Holdings
―
▼ 18.33%
2
Close
Sep 17, 2024
IMMR
Immersion
0%
▼ 34.04%
4
Sell
Sep 16, 2024
ENVX
Enovix
―
▼ 28.01%
8
Buy
Sep 16, 2024
SOUN
SoundHound AI, Inc Class A
0.41%
▲ 56.65%
12
Sell
Sep 16, 2024
ABSI
AbSci
―
▼ 22.22%
2
Close
Sep 16, 2024
PAAS
Pan American Silver
0.51%
▼ 3.82%
1
Open
Sep 16, 2024
BITO
ProShares Bitcoin Strategy ETF
―
▼ 6.49%
4
Close
Sep 13, 2024
KTOS
Kratos Defense
1.1%
▲ 37.70%
3
Buy
Sep 12, 2024
SDGR
Schrodinger
0.4%
▼ 5.39%
3
Sell
Sep 12, 2024
NRDY
Nerdy
0.17%
▼ 15.15%
8
Sell
Sep 12, 2024
ON
ON Semiconductor
―
▲ 16.85%
9
Close
Sep 10, 2024
KRP
Kimbell Royalty Partners
―
▲ 4.28%
3
Close
Sep 10, 2024
ZETA
Zeta Global Holdings Corp
0.68%
▲ 154.03%
5
Buy
Sep 10, 2024
AI
C3ai
―
▲ 13.02%
10
Close
Sep 10, 2024
INTC
Intel
―
▼ 2.39%
10
Close
Sep 10, 2024
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