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New Portfolio - New Portfolio

PerformancePortfolio Details

Zach Y

New Portfolio
Individual Investor
Ranked #73,294 out of 788,174 TipRanks' Investors
Success Rate
64%
92 out of 144
profitable transactions
Average Return
28.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.60%
6-Month Return▲ 14.89%
12-Month Return▲ 16.02%
YTD Return▲ 3.49%
Total Return▲ 66.79%

Best Trade

AssetPlug Power (PLUG)
Opened at
Closed at
Gain▲ 580.76%

Bio

Journey of a thousand dollars, start from a penny

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 9.04%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 3.46%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 8.72%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 4.08%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 3.74%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 5.54%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 0.56%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 2.91%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 9.04%
▼ 13.14%▲ 2.34%▼ 3.46%
▲ 2.93%▲ 2.10%▲ 8.72%
▲ 9.99%▼ 0.89%▲ 4.08%
▲ 26.03%▲ 5.96%▲ 3.74%
▲ 5.97%▼ 2.41%▼ 5.54%
▲ 5.25%▲ 2.69%▲ 0.56%
▼ 9.08%▲ 1.42%▲ 2.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AMD
Advanced Micro Devices
6.78%
▼ 12.78%
4
Buy
Dec 12, 2024
BA
Boeing
6.19%
▲ 7.57%
10
Buy
Nov 18, 2024
ASML
ASML Holding
6.44%
▲ 11.91%
1
Open
Nov 18, 2024
DIS
Walt Disney
0%
▲ 12.55%
15
Sell
Nov 14, 2024
GOOGL
Alphabet Class A
0%
▲ 67.18%
12
Sell
Oct 15, 2024
PLTR
Palantir Technologies
0%
▲ 207.14%
1
Open
Sep 09, 2024
MTTR
Matterport
0%
▲ 27.96%
4
Sell
Aug 26, 2024
NVDA
Nvidia
0%
▲ 17.74%
5
Sell
Aug 21, 2024
WMT
Walmart
0%
▲ 32.64%
1
Open
Aug 16, 2024
MU
Micron
17.27%
▲ 32.83%
21
Buy
Jun 21, 2024
TIGR
Up Fintech Holding
0%
▲ 130.68%
5
Sell
May 14, 2024
O39
OCBC
0%
▲ 46.17%
1
Open
Jan 31, 2024
NLST
Netlist
0.59%
▼ 61.55%
4
Open
Jan 03, 2024
D05
DBS Group Holdings
0%
▲ 69.34%
1
Open
Nov 27, 2023
C6L
SIA - Singapore Airlines
0%
▲ 10.03%
1
Open
Nov 27, 2023
OKUR
OnKure Therapeutics
0.84%
▼ 88.63%
14
Buy
Nov 10, 2023
KO
Coca-Cola
0%
▲ 9.87%
4
Open
Oct 15, 2023
AMPS
Altus Power
―
▼ 11.97%
2
Close
Oct 15, 2023
UAL
United Airlines Holdings
0%
▲ 56.67%
3
Open
Aug 07, 2023
MVST
Microvast Holdings
―
▲ 33.16%
2
Close
Aug 07, 2023