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New Portfolio - New Portfolio

PerformancePortfolio Details

Zach Y

New Portfolio
Individual Investor
Ranked #80,333 out of 781,056 TipRanks' Investors
Success Rate
63%
91 out of 144
profitable transactions
Average Return
23.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.11%
6-Month Return▲ 4.08%
12-Month Return▲ 13.69%
YTD Return▼ 2.52%
Total Return▲ 56.87%

Best Trade

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

Bio

Journey of a thousand dollars, start from a penny

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 1.88%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 9.04%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 3.46%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 8.71%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 4.11%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.74%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.72%
Dec 2024
▲ 11.17%
▲ 1.96%
▼ 2.52%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 1.88%
▲ 8.13%▲ 1.21%▼ 9.04%
▼ 13.14%▲ 2.34%▼ 3.46%
▲ 2.93%▲ 2.10%▲ 8.71%
▲ 10.00%▼ 0.89%▲ 4.11%
▲ 26.04%▲ 5.96%▲ 3.74%
▲ 5.93%▼ 2.41%▼ 5.72%
▲ 11.17%▲ 1.96%▼ 2.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AMD
Advanced Micro Devices
7.29%
▼ 9.35%
4
Buy
Dec 12, 2024
BA
Boeing
5.87%
▲ 3.16%
10
Buy
Nov 18, 2024
ASML
ASML Holding
6.48%
▲ 13.69%
1
Open
Nov 18, 2024
DIS
Walt Disney
0%
▲ 10.21%
15
Sell
Nov 14, 2024
GOOGL
Alphabet Class A
0%
▲ 77.54%
12
Sell
Oct 15, 2024
PLTR
Palantir Technologies
0%
▲ 107.43%
1
Open
Sep 09, 2024
MTTR
Matterport
0%
▲ 21.13%
4
Sell
Aug 26, 2024
NVDA
Nvidia
0%
▲ 16.35%
5
Sell
Aug 21, 2024
WMT
Walmart
0%
▲ 25.45%
1
Open
Aug 16, 2024
MU
Micron
18.13%
▲ 34.01%
21
Buy
Jun 21, 2024
TIGR
Up Fintech Holding
0%
▲ 88.16%
5
Sell
May 14, 2024
O39
OCBC
0%
▲ 41.22%
1
Open
Jan 31, 2024
NLST
Netlist
0.63%
▼ 60.80%
4
Open
Jan 03, 2024
D05
DBS Group Holdings
0%
▲ 61.15%
1
Open
Nov 27, 2023
C6L
SIA - Singapore Airlines
0%
▲ 8.83%
1
Open
Nov 27, 2023
OKUR
OnKure Therapeutics
0.87%
▼ 87.95%
14
Buy
Nov 10, 2023
KO
Coca-Cola
0%
▲ 5.15%
4
Open
Oct 15, 2023
AMPS
Altus Power
―
▼ 11.97%
2
Close
Oct 15, 2023
UAL
United Airlines Holdings
0%
▲ 61.23%
3
Open
Aug 07, 2023
MVST
Microvast Holdings
―
▲ 33.16%
2
Close
Aug 07, 2023