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New Portfolio - New Portfolio

PerformancePortfolio Details

New Portfolio
Individual Investor
Ranked #110,353 out of 783,334 TipRanks' Investors
Success Rate
56%
448 out of 803
profitable transactions
Average Return
30.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.69%
6-Month Return▲ 5.29%
12-Month Return▲ 11.86%
YTD Return▲ 2.69%
Total Return▲ 75.23%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 2262.49%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.57%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.45%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.84%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.86%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.25%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.80%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.37%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 2.69%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.57%
▲ 8.13%▲ 1.21%▲ 3.45%
▼ 13.14%▲ 2.34%▲ 0.84%
▲ 2.93%▲ 2.10%▲ 1.86%
▲ 9.99%▼ 0.89%▼ 2.25%
▲ 26.04%▲ 5.96%▲ 6.80%
▲ 5.93%▼ 2.41%▼ 4.37%
▲ 3.19%▲ 2.68%▲ 2.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
LMND
Lemonade
―
▲ 129.80%
2
Close
Jan 06, 2025
DODGX
Dodge & Cox Stock Fund
―
▲ 0.12%
2
Close
Jan 06, 2025
OAKMX
Oakmark Fund Investor Class
―
▲ 7.41%
2
Close
Jan 06, 2025
STRL
Sterling Construction
0%
▼ 20.79%
1
Open
Jan 06, 2025
ANET
Arista Networks
0%
▼ 9.36%
1
Open
Jan 06, 2025
IESC
IES Holdings
0%
▼ 10.90%
1
Open
Jan 06, 2025
FIX
Comfort Systems
0%
▼ 6.50%
1
Open
Jan 06, 2025
STWD
Starwood Property
―
▲ 39.79%
6
Close
Dec 16, 2024
ABBV
AbbVie
―
▲ 74.97%
9
Close
Dec 16, 2024
CCI
Crown Castle
―
▼ 2.65%
5
Close
Dec 16, 2024
NTLA
Intellia Therapeutics
―
▲ 100.28%
6
Close
Dec 16, 2024
STX
Seagate Tech
―
▲ 18.17%
4
Close
Dec 16, 2024
XPEV
XPeng, Inc. ADR
―
▼ 73.58%
2
Close
Dec 16, 2024
STM
STMicroelectronics
―
▼ 37.75%
2
Close
Dec 16, 2024
ON
ON Semiconductor
―
▼ 6.46%
2
Close
Dec 16, 2024
AEHR
Aehr Test Systems
―
▼ 51.08%
2
Close
Dec 16, 2024
TER
Teradyne
―
▲ 13.00%
2
Close
Dec 16, 2024
GEHC
GE Healthcare Technologies Inc
―
▲ 3.13%
2
Close
Dec 16, 2024
STLA
Stellantis
―
▼ 31.46%
2
Close
Dec 16, 2024
SMCIX
S&P SmallCap Index Fund Class S
―
▲ 17.09%
2
Close
Dec 16, 2024