Matt’s portfolio - New Portfolio

Matthew’s

Matt’s portfolio
Individual Investor
Ranked #401,759 out of 757,673 TipRanks' Investors
Success Rate
43%
256 out of 595
profitable transactions
Average Return
-0.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.71%
6-Month Return▲ 2.48%
12-Month Return▲ 18.81%
YTD Return▲ 2.63%
Total Return▲ 12.78%

Best Trade

Opened at
Closed at-
Gain▲ 148.99%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 4.47%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.95%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.73%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.88%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.00%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.92%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.78%
Aug 2024
▲ 5.59%
▲ 1.30%
▼ 1.17%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 4.47%
▲ 5.05%▲ 3.27%▼ 0.95%
▼ 12.40%▼ 4.03%▼ 2.73%
▲ 11.46%▲ 5.06%▲ 3.88%
▼ 2.25%▲ 3.53%▼ 2.00%
▲ 25.76%▲ 1.21%▲ 1.92%
▼ 4.21%▲ 2.34%▲ 1.78%
▲ 5.59%▲ 1.30%▼ 1.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ServiceNow
6.28%
▲ 7.04%
37
Buy
Feb 09, 2023
MP Materials
0.94%
▼ 18.55%
33
Buy
Feb 09, 2023
Palo Alto Networks
5.86%
▲ 43.28%
21
Buy
Feb 09, 2023
ASML Holding
3.81%
▲ 14.09%
23
Buy
Feb 09, 2023
Snowflake
2.01%
▼ 12.69%
52
Buy
Feb 09, 2023
ABB Ltd
3.51%
▲ 40.56%
32
Buy
Feb 09, 2023
Enphase Energy
1.32%
▼ 48.45%
9
Buy
Feb 09, 2023
iShares Biotechnology ETF
▼ 0.97%
6
Close
Feb 08, 2023
Vanguard Short-Term Corporate Bond ETF
7.96%
▲ 10.22%
4
Buy
Feb 07, 2023
Vanguard Short-Term Treasury ETF
7.63%
▲ 7.82%
4
Buy
Feb 07, 2023
Vanguard Health Care ETF
▼ 0.67%
3
Close
Feb 07, 2023
Vanguard Total Bond Market ETF
7.97%
▲ 7.34%
4
Buy
Feb 07, 2023
CrowdStrike Holdings
▼ 21.26%
45
Close
Feb 06, 2023
Vanguard S&P 500 ETF
27.58%
▲ 32.71%
6
Buy
Feb 06, 2023
Deere
2.33%
▲ 13.92%
22
Open
Feb 03, 2023
iShares Core MSCI EAFE ETF
▲ 0.14%
8
Close
Feb 03, 2023
Vanguard Horizon Fund, Vanguard Capital Opportunity Fund
7.82%
▲ 27.71%
2
Buy
Feb 03, 2023
Vanguard Small-Cap Growth ETF
6.63%
▲ 17.22%
2
Buy
Feb 03, 2023
Mastercard
▲ 4.31%
14
Close
Feb 01, 2023
RTX
▲ 8.70%
28
Close
Feb 01, 2023