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New Portfolio - New Portfolio
Daniel Lars
New PortfolioIndividual Investor
Ranked #257,955 out of 770,014 TipRanks' Investors
Success Rate
16 out of 27
profitable transactions
profitable transactions
Average Return
18.89%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 18.44%
6-Month Return▲ 23.49%
12-Month Return▲ 45.45%
YTD Return▲ 34.67%
Total Return▲ 28.90%
Best Trade
Bio
Dynamic investor. Mainly focus in sectors which are in demand, stable, strong.
Invest in companies with substantial growth. Mainly low risk stocks. Very low percentage may sometimes be higher risk, with nice protentional return.
Updated: 8/26/2024
Performance
31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 3.48%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.04%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.69%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.14%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.16%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 3.28%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 2.82%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 18.31%
Nov 2024
▼ 12.40%▼ 4.03%▼ 3.48%
▲ 11.46%▲ 5.06%▲ 1.04%
▼ 2.25%▲ 3.53%▼ 0.69%
▲ 25.72%▲ 1.21%▲ 6.14%
▼ 4.22%▲ 2.34%▼ 1.16%
▲ 7.82%▲ 2.10%▼ 3.28%
▲ 5.70%▼ 0.89%▲ 2.82%
▲ 31.73%▲ 4.73%▲ 18.31%
Recent Activity
Schwab US Dividend Equity ETF
20.39%
▲ 17.81%
2
Buy
Sep 02, 2024
Energy Transfer
16.53%
▲ 88.87%
2
Buy
Sep 02, 2024
Geo Group
5.89%
▲ 195.56%
2
Buy
Sep 02, 2024
Vaalco Energy
2.26%
▼ 18.71%
2
Buy
Sep 02, 2024
MVB Financial
1.81%
▲ 3.56%
2
Buy
Sep 02, 2024
Provident Financial Services
9.41%
▲ 15.17%
2
Buy
Sep 02, 2024
Bristol-Myers Squibb
9.86%
▲ 21.11%
2
Buy
Sep 02, 2024
JPMorgan Ultra-Short Income ETF
9.56%
▲ 1.01%
1
Open
Sep 02, 2024
Scotts Miracle-Gro Company
―
▼ 62.68%
2
Close
Aug 26, 2024
Tyson Foods
―
▼ 9.98%
4
Close
Aug 26, 2024
Vanguard Small Cap Value ETF
―
▲ 20.01%
2
Close
Aug 26, 2024
SilverCrest Asset Management
―
▲ 19.12%
2
Close
Aug 26, 2024
Dollar General
―
▼ 36.28%
2
Close
Aug 26, 2024
Mobile Telesystems
―
▼ 39.54%
2
Close
Jul 13, 2022
SPDR Gold MiniShares Trust
―
▼ 8.03%
2
Close
Sep 26, 2021
International Paper Co
―
▼ 3.61%
2
Close
Sep 02, 2021
Coinbase Global
―
▲ 3.66%
2
Close
Jul 12, 2021
Plug Power
―
▼ 5.47%
2
Close
Jul 12, 2021
General Mills
―
▼ 4.91%
2
Close
Jul 12, 2021