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New Portfolio - New Portfolio

v3071185@yahoo.com

New Portfolio
Individual Investor
Ranked #137,710 out of 781,066 TipRanks' Investors
Success Rate
61%
154 out of 252
profitable transactions
Average Return
14.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.96%
6-Month Return▲ 9.53%
12-Month Return▲ 18.30%
YTD Return▲ 3.50%
Total Return▲ 17.11%

Best Trade

Opened at
Closed at-
Gain▲ 357.66%

Bio

Long-term portfolio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.49%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.79%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.83%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.72%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.87%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.64%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.62%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 3.50%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.49%
▲ 8.13%▲ 1.21%▲ 3.79%
▼ 13.14%▲ 2.34%▲ 2.83%
▲ 2.93%▲ 2.10%▲ 4.72%
▲ 10.00%▼ 0.89%▼ 1.87%
▲ 26.04%▲ 5.96%▲ 4.64%
▲ 5.93%▼ 2.41%▼ 4.62%
▲ 9.79%▲ 0.95%▲ 3.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Adobe
2.75%
▼ 2.41%
7
Sell
Dec 31, 2024
Innovative Industrial Properties
0.65%
▼ 24.95%
7
Sell
Dec 31, 2024
KE Holdings Inc. Sponsored ADR Class A
1.69%
▲ 3.74%
3
Buy
Dec 31, 2024
Epam Systems
3.66%
▼ 10.64%
9
Buy
Dec 31, 2024
Roblox
0%
▲ 30.49%
2
Sell
Dec 31, 2024
Align Tech
1.43%
▲ 7.82%
4
Buy
Dec 31, 2024
Petroleo Brasileiro SA- Petrobras
0%
▲ 79.53%
2
Sell
Dec 31, 2024
NextEra Energy
0%
▼ 1.57%
3
Sell
Dec 31, 2024
Paycom
3.01%
▼ 17.35%
3
Buy
Dec 31, 2024
Marketaxess Holdings
0%
▼ 12.57%
2
Sell
Dec 31, 2024
Humana
0%
▼ 30.62%
2
Sell
Dec 31, 2024
Charter Communications
0%
▲ 21.05%
2
Sell
Dec 31, 2024
SPDR S&P 500 ETF Trust
8.59%
▲ 1.96%
1
Open
Dec 31, 2024
Verizon
0%
▲ 17.30%
3
Sell
Apr 25, 2024
Coinbase Global
0%
▲ 116.18%
6
Sell
Apr 02, 2024
Invesco QQQ Trust
15.83%
▲ 67.21%
7
Buy
Apr 02, 2024
SentinelOne
0%
▲ 1.78%
2
Sell
Apr 02, 2024
ZoomInfo Technologies
0%
▼ 56.77%
6
Sell
Apr 02, 2024
Advance Auto Parts
0%
▼ 31.52%
2
Sell
Apr 02, 2024
Pfizer
0%
▼ 0.02%
2
Sell
Apr 02, 2024