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PortUpside1 - New Portfolio

PerformancePortfolio Details

MoriceHHR

PortUpside1
Individual Investor
Ranked #48,710 out of 766,001 TipRanks' Investors
Success Rate
65%
458 out of 703
profitable transactions
Average Return
33.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.14%
6-Month Return▲ 9.55%
12-Month Return▲ 39.38%
YTD Return▲ 24.19%
Total Return▲ 291.49%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 2253.42%

Bio

Luck & education

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.12%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.00%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.05%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.43%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.62%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.34%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.87%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 4.92%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.12%
▲ 11.46%▲ 5.06%▲ 5.00%
▼ 2.25%▲ 3.53%▼ 0.05%
▲ 25.72%▲ 1.21%▼ 1.43%
▼ 4.22%▲ 2.34%▲ 1.62%
▲ 7.82%▲ 2.10%▲ 3.34%
▲ 6.02%▼ 0.89%▼ 0.87%
▲ 5.59%▲ 5.20%▲ 4.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MRO
Marathon Oil
0%
▲ 27.16%
6
Sell
Sep 30, 2024
JD
JD
0.36%
▼ 20.31%
6
Buy
Sep 30, 2024
GPFOF
Grupo Financiero Inbursa SAB de CV
0%
▼ 7.81%
4
Sell
Sep 30, 2024
WMT
Walmart
0.4%
▲ 5.05%
1
Open
Sep 30, 2024
NVDA
Nvidia
22.1%
▲ 399.36%
53
Buy
Sep 20, 2024
SQ
Block
0.04%
▼ 37.45%
17
Sell
Sep 20, 2024
AMZN
Amazon
4.19%
▲ 47.30%
42
Buy
Sep 20, 2024
HAL
Halliburton
0%
▼ 17.31%
9
Sell
Sep 20, 2024
BAC
Bank of America
0.53%
▲ 13.71%
13
Buy
Sep 20, 2024
CMG
Chipotle
1.43%
▲ 6.16%
10
Buy
Sep 20, 2024
INTC
Intel
0%
▼ 3.37%
7
Sell
Sep 20, 2024
PTON
Peloton Interactive
0%
▲ 33.32%
7
Sell
Sep 20, 2024
WFC
Wells Fargo
0%
▲ 9.00%
5
Sell
Sep 20, 2024
XPEV
XPeng, Inc. ADR
0%
▲ 64.77%
4
Sell
Sep 20, 2024
NU
Nu Holdings
3.34%
▲ 15.71%
5
Buy
Sep 20, 2024
COIN
Coinbase Global
0%
▲ 25.41%
3
Sell
Sep 20, 2024
XIACF
Xiaomi
0.25%
▲ 59.24%
4
Sell
Sep 20, 2024
ABNB
Airbnb
0%
▲ 15.15%
2
Sell
Sep 20, 2024
TTD
Trade Desk
1.11%
▲ 16.72%
2
Buy
Sep 20, 2024
AXP
American Express
1.53%
▲ 9.09%
2
Buy
Sep 20, 2024