New Portfolio - New Portfolio

Zach Y

New Portfolio
Individual Investor
Ranked #131,654 out of 757,311 TipRanks' Investors
Success Rate
57%
80 out of 141
profitable transactions
Average Return
16.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.56%
6-Month Return▲ 0.27%
12-Month Return▲ 0.55%
YTD Return▲ 3.58%
Total Return▲ 46.45%

Best Trade

Opened at
Closed at
Gain▲ 580.76%

Bio

Journey of a thousand dollars, start from a penny

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 3.34%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.19%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 7.35%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.66%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.89%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 8.98%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 3.46%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.34%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 3.34%
▲ 5.05%▲ 3.27%▲ 3.19%
▼ 12.40%▼ 4.03%▲ 7.35%
▲ 11.46%▲ 5.06%▲ 5.66%
▼ 2.25%▲ 3.53%▼ 1.89%
▲ 25.76%▲ 1.21%▼ 8.98%
▼ 4.21%▲ 2.34%▼ 3.46%
▲ 2.65%▼ 0.40%▲ 0.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palantir Technologies
0%
▲ 5.14%
1
Open
Sep 09, 2024
Matterport
0%
▲ 6.99%
4
Sell
Aug 26, 2024
Alphabet Class A
9.2%
▲ 44.59%
11
Buy
Aug 22, 2024
Nvidia
0%
▲ 2.24%
5
Sell
Aug 21, 2024
Walmart
0%
▲ 7.60%
1
Open
Aug 16, 2024
Walt Disney
11.25%
▲ 0.80%
14
Buy
Jul 09, 2024
Boeing
0%
▼ 6.01%
9
Sell
Jul 08, 2024
Advanced Micro Devices
0%
▼ 3.50%
3
Open
Jun 25, 2024
Micron
15.34%
▲ 25.40%
21
Buy
Jun 21, 2024
Up Fintech Holding
0%
▼ 3.00%
5
Sell
May 14, 2024
OCBC
0%
▲ 26.54%
1
Open
Jan 31, 2024
Netlist
1.02%
▼ 53.12%
4
Open
Jan 03, 2024
DBS Group Holdings
0%
▲ 38.25%
1
Open
Nov 27, 2023
SIA - Singapore Airlines
0%
▲ 11.34%
1
Open
Nov 27, 2023
Reneo Pharmaceuticals
2.28%
▼ 68.77%
14
Buy
Nov 10, 2023
Coca-Cola
0%
▲ 10.97%
4
Open
Oct 15, 2023
Altus Power
▼ 11.97%
2
Close
Oct 15, 2023
United Airlines Holdings
0%
▲ 10.54%
3
Open
Aug 07, 2023
Microvast Holdings
▲ 33.16%
2
Close
Aug 07, 2023
Delta Air Lines
0%
▲ 40.09%
3
Sell
May 02, 2023