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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #62,262 out of 788,174 TipRanks' Investors
Success Rate
69%
109 out of 159
profitable transactions
Average Return
22.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.66%
6-Month Return▲ 9.94%
12-Month Return▲ 21.59%
YTD Return▲ 9.37%
Total Return▲ 372.82%

Best Trade

Opened at
Closed at
Gain▲ 201.67%

Bio

investing portfolio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 4.57%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.18%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.08%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.75%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 2.21%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 2.76%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 1.96%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 7.27%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.57%
▼ 13.14%▲ 2.34%▲ 1.18%
▲ 2.93%▲ 2.10%▲ 1.08%
▲ 9.99%▼ 0.89%▼ 1.75%
▲ 26.03%▲ 5.96%▲ 2.21%
▲ 5.97%▼ 2.41%▼ 2.76%
▲ 5.25%▲ 2.69%▲ 1.96%
▼ 9.08%▲ 1.42%▲ 7.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Kraft Heinz
▼ 2.81%
4
Close
Nov 01, 2024
Microsoft
8.89%
▲ 20.26%
17
Sell
Sep 23, 2024
AbbVie
14.35%
▲ 89.90%
11
Buy
Sep 13, 2024
Ferrari
4.77%
▲ 4.82%
9
Open
Aug 19, 2024
Nvidia
3.82%
▲ 19.37%
12
Open
Aug 19, 2024
Amazon
▼ 0.88%
13
Close
Aug 02, 2024
Pfizer
▼ 2.06%
2
Close
May 01, 2024
Chevron
19.31%
▲ 28.10%
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
7.42%
▲ 76.45%
5
Buy
Jan 17, 2024
Coca-Cola
14.72%
▲ 38.08%
9
Buy
Jan 17, 2024
Apple
26.73%
▲ 74.86%
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