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New Portfolio - New Portfolio

PerformancePortfolio Details

New Portfolio
Individual Investor
Ranked #105,569 out of 770,014 TipRanks' Investors
Success Rate
56%
450 out of 797
profitable transactions
Average Return
29.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.48%
6-Month Return▲ 8.38%
12-Month Return▲ 21.26%
YTD Return▲ 7.85%
Total Return▲ 77.62%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 2497.29%

Bio

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 8.08%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.19%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.55%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.47%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.84%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.92%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.03%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 5.96%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 8.08%
▲ 11.46%▲ 5.06%▲ 4.19%
▼ 2.25%▲ 3.53%▼ 0.55%
▲ 25.72%▲ 1.21%▲ 3.47%
▼ 4.22%▲ 2.34%▲ 0.84%
▲ 7.82%▲ 2.10%▲ 1.92%
▲ 5.70%▼ 0.89%▼ 2.03%
▲ 31.73%▲ 4.73%▲ 5.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MC
Moelis
0%
▲ 22.13%
1
Open
Sep 12, 2024
PGR
Progressive
0%
▲ 6.77%
1
Open
Sep 10, 2024
ACGL
Arch Capital Group
0%
▼ 5.44%
1
Open
Sep 10, 2024
APTV
Aptiv
―
▼ 2.79%
8
Close
Sep 04, 2024
SEDG
SolarEdge Technologies
―
▼ 44.44%
2
Close
Sep 04, 2024
TWLO
Twilio
―
▼ 50.75%
2
Close
Sep 04, 2024
GPN
Global Payments
―
▼ 27.80%
2
Close
Sep 04, 2024
VEEV
Veeva Systems
―
▼ 15.63%
2
Close
Sep 04, 2024
BEP
Brookfield Renewable Partners
―
▲ 28.15%
4
Close
Sep 04, 2024
AZN
AstraZeneca
―
▲ 6.49%
6
Close
Sep 04, 2024
COST
Costco
0%
▲ 7.58%
3
Open
Sep 04, 2024
PRCH
Porch Group
―
▼ 69.66%
2
Close
Sep 04, 2024
MOAT
VanEck Morningstar Wide Moat ETF
―
▲ 6.82%
2
Close
Sep 04, 2024
AVUV
Avantis U.S. Small Cap Value ETF
0%
▲ 19.15%
1
Open
Aug 11, 2024
VBR
Vanguard Small Cap Value ETF
0%
▲ 17.71%
1
Open
Aug 11, 2024
VTV
Vanguard Value ETF
0%
▲ 11.96%
1
Open
Aug 11, 2024
DODGX
Dodge & Cox Stock Fund
0%
▲ 10.44%
1
Open
Aug 08, 2024
OAKMX
Oakmark Fund Investor Class
0%
▲ 14.24%
1
Open
Aug 08, 2024
FLNC
Fluence Energy
―
▼ 43.88%
4
Close
Aug 02, 2024
GLW
Corning
0%
▲ 9.42%
1
Open
Jul 09, 2024