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New Portfolio - New Portfolio

Danny

New Portfolio
Individual Investor
Ranked #6,758 out of 814,738 TipRanks' Investors
Success Rate
78%
69 out of 88
profitable transactions
Average Return
97.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.48%
6-Month Return▲ 6.93%
12-Month Return▲ 29.32%
YTD Return▲ 7.15%
Total Return▲ 102.09%

Best Trade

Opened at
Closed at-
Gain▲ 1009.01%

Bio

Performance

27.88%0-27.88%
▲ 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
▲ 27.88%
▲ 2.30%
▲ 2.61%
Jul 2025
▲ 2.53%
▲ 0.95%
▲ 1.61%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 27.88%▲ 2.30%▲ 2.61%
▲ 2.53%▲ 0.95%▲ 1.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPDR Portfolio S&P 500 ETF
2.09%
▲ 47.20%
11
Buy
Mar 27, 2025
Schwab U.S. Large-Cap Growth ETF
1.56%
▲ 11.86%
2
Buy
Mar 27, 2025
Schwab U.S. Large-Cap ETF
2.06%
▲ 12.71%
1
Open
Mar 27, 2025
Realty Income
4.08%
▲ 7.52%
5
Buy
Feb 01, 2025
Starbucks
1.93%
▼ 6.36%
7
Buy
Feb 01, 2025
Schwab US Dividend Equity ETF
0.86%
▲ 0.89%
2
Buy
Feb 01, 2025
Nike
3.04%
▼ 31.08%
3
Buy
Dec 16, 2024
Nvidia
32.58%
▲ 687.09%
9
Buy
Dec 16, 2024
Tesla
30.79%
▲ 19.56%
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
9.08%
▲ 88.86%
8
Buy
Jan 31, 2023
Alphabet Class A
5.58%
▲ 77.79%
4
Buy
Jan 31, 2023
Apple
5.16%
▲ 57.15%
5
Buy
Jan 31, 2023
Delta Air Lines
▲ 13.54%
4
Close
May 05, 2022
Walt Disney
0.79%
▼ 28.72%
3
Buy
Jan 04, 2022
AbbVie
0.39%
▲ 119.96%
2
Buy
Sep 08, 2021