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New Portfolio - New Portfolio

Danny

New Portfolio
Individual Investor
Ranked #8,283 out of 808,558 TipRanks' Investors
Success Rate
76%
67 out of 88
profitable transactions
Average Return
94.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.98%
6-Month Return▲ 3.20%
12-Month Return▲ 25.34%
YTD Return▲ 5.00%
Total Return▲ 98.02%

Best Trade

Opened at
Closed at-
Gain▲ 986.13%

Bio

Performance

13.92%0-13.92%
▲ 5.10%
▼ 2.41%
▲ 1.77%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 1.97%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.16%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.65%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.56%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 11.53%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.90%
Jun 2025
▲ 13.92%
▲ 0.69%
▲ 2.17%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▲ 1.77%
▲ 6.03%▲ 2.69%▲ 1.97%
▼ 12.86%▼ 1.27%▼ 5.16%
▼ 1.80%▼ 5.57%▼ 8.65%
▲ 1.84%▼ 0.87%▼ 0.56%
▲ 12.20%▲ 6.28%▲ 11.53%
▲ 6.24%▲ 5.14%▲ 4.90%
▲ 13.92%▲ 0.69%▲ 2.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPDR Portfolio S&P 500 ETF
2.09%
▲ 44.56%
11
Buy
Mar 27, 2025
Schwab U.S. Large-Cap Growth ETF
1.57%
▲ 10.22%
2
Buy
Mar 27, 2025
Schwab U.S. Large-Cap ETF
2.06%
▲ 10.74%
1
Open
Mar 27, 2025
Realty Income
3.95%
▲ 2.00%
5
Buy
Feb 01, 2025
Starbucks
2.06%
▼ 2.83%
7
Buy
Feb 01, 2025
Schwab US Dividend Equity ETF
0.86%
▼ 1.28%
2
Buy
Feb 01, 2025
Nike
2.92%
▼ 34.77%
3
Buy
Dec 16, 2024
Nvidia
32.46%
▲ 670.85%
9
Buy
Dec 16, 2024
Tesla
31.48%
▲ 20.14%
14
Buy
Dec 16, 2024
Visa
▲ 54.99%
4
Close
Dec 15, 2024
Meta Platforms
▲ 11.14%
6
Close
Dec 15, 2024
Financial Select Sector SPDR Fund
▼ 1.93%
3
Close
Jan 31, 2023
Microsoft
9.26%
▲ 89.07%
8
Buy
Jan 31, 2023
Alphabet Class A
5.2%
▲ 62.86%
4
Buy
Jan 31, 2023
Apple
4.91%
▲ 46.68%
5
Buy
Jan 31, 2023
Delta Air Lines
▲ 13.54%
4
Close
May 05, 2022
Walt Disney
0.83%
▼ 26.51%
3
Buy
Jan 04, 2022
AbbVie
0.36%
▲ 100.10%
2
Buy
Sep 08, 2021