New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #88,517 out of 766,394 TipRanks' Investors
Success Rate
65%
104 out of 159
profitable transactions
Average Return
17.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.45%
6-Month Return▲ 7.27%
12-Month Return▲ 26.17%
YTD Return▲ 17.38%
Total Return▲ 325.68%

Best Trade

Opened at
Closed at
Gain▲ 201.68%

Bio

investing portfolio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.70%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.05%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.21%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.57%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.20%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.08%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.07%
Oct 2024
▲ 22.71%
▲ 5.30%
▼ 1.83%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.70%
▲ 11.46%▲ 5.06%▲ 4.05%
▼ 2.25%▲ 3.53%▲ 4.21%
▲ 25.72%▲ 1.21%▲ 4.57%
▼ 4.22%▲ 2.34%▲ 1.20%
▲ 7.82%▲ 2.10%▲ 1.08%
▲ 6.02%▼ 0.89%▼ 2.07%
▲ 22.71%▲ 5.30%▼ 1.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Kraft Heinz
▼ 2.81%
4
Close
Nov 01, 2024
Microsoft
9.98%
▲ 20.46%
17
Sell
Sep 23, 2024
AbbVie
13.17%
▲ 63.35%
11
Buy
Sep 13, 2024
Ferrari
4.49%
▲ 2.82%
9
Open
Aug 19, 2024
Nvidia
4.56%
▲ 19.86%
12
Open
Aug 19, 2024
Amazon
▼ 0.88%
13
Close
Aug 02, 2024
Pfizer
▼ 2.05%
2
Close
May 01, 2024
Chevron
20.71%
▲ 24.46%
16
Buy
Apr 02, 2024
Bank of America
▼ 13.94%
6
Close
Mar 14, 2024
Johnson & Johnson
▲ 13.65%
6
Close
Jan 17, 2024
International Business Machines
6.49%
▲ 44.12%
5
Buy
Jan 17, 2024
Coca-Cola
14.14%
▲ 24.91%
9
Buy
Jan 17, 2024
Apple
26.46%
▲ 62.15%
17
Buy
Dec 07, 2023
Meta Platforms
▲ 4.40%
2
Close
Jul 27, 2023
Verizon
▼ 31.94%
5
Close
Oct 21, 2022
Coinbase Global
▼ 45.90%
2
Close
Jan 24, 2022
Rivian Automotive
▼ 44.77%
2
Close
Jan 24, 2022
Exxon Mobil
▲ 0.72%
7
Close
Nov 19, 2021
PayPal Holdings
▲ 2.57%
5
Close
Sep 28, 2021
Bristol-Myers Squibb
▲ 0.87%
2
Close
Jun 23, 2021