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New Portfolio - New Portfolio
v3071185@yahoo.com
New PortfolioIndividual Investor
Ranked #165,535 out of 793,835 TipRanks' Investors
Success Rate
147 out of 252
profitable transactions
profitable transactions
Average Return
8.86%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.39%
6-Month Return▼ 3.10%
12-Month Return▲ 4.73%
YTD Return▼ 0.76%
Total Return▲ 11.95%
Best Trade
Bio
Long-term portfolio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.83%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.72%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.11%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.64%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.69%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 5.96%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.00%
Feb 2025
▲ 1.87%
▼ 6.20%
▼ 5.39%
Mar 2025
▼ 13.14%▲ 2.34%▲ 2.83%
▲ 2.93%▲ 2.10%▲ 4.72%
▲ 10.00%▼ 0.89%▼ 2.11%
▲ 26.01%▲ 5.96%▲ 4.64%
▲ 5.33%▼ 2.41%▼ 4.69%
▲ 5.89%▲ 2.69%▲ 5.96%
▼ 12.86%▼ 1.27%▼ 1.00%
▲ 1.87%▼ 6.20%▼ 5.39%
Recent Activity
Adobe
2.62%
▼ 12.46%
7
Sell
Dec 31, 2024
Innovative Industrial Properties
0.65%
▼ 28.33%
7
Sell
Dec 31, 2024
KE Holdings Inc. Sponsored ADR Class A
2.17%
▲ 24.91%
3
Buy
Dec 31, 2024
Epam Systems
2.87%
▼ 34.10%
9
Buy
Dec 31, 2024
Roblox
0%
▲ 17.62%
2
Sell
Dec 31, 2024
Align Tech
1.08%
▼ 23.45%
4
Buy
Dec 31, 2024
Petroleo Brasileiro SA- Petrobras
0%
▲ 88.17%
2
Sell
Dec 31, 2024
NextEra Energy
0%
▼ 1.19%
3
Sell
Dec 31, 2024
Paycom
3.35%
▼ 13.41%
3
Buy
Dec 31, 2024
Marketaxess Holdings
0%
▼ 13.72%
2
Sell
Dec 31, 2024
Humana
0%
▼ 34.84%
2
Sell
Dec 31, 2024
Charter Communications
0%
▲ 27.13%
2
Sell
Dec 31, 2024
SPDR S&P 500 ETF Trust
8.5%
▼ 4.91%
1
Open
Dec 31, 2024
Verizon
0%
▲ 35.90%
3
Sell
Apr 25, 2024
Coinbase Global
0%
▲ 27.25%
6
Sell
Apr 02, 2024
Invesco QQQ Trust
15.14%
▲ 50.52%
7
Buy
Apr 02, 2024
SentinelOne
0%
▼ 14.13%
2
Sell
Apr 02, 2024
ZoomInfo Technologies
0%
▼ 56.98%
6
Sell
Apr 02, 2024
Advance Auto Parts
0%
▼ 41.90%
2
Sell
Apr 02, 2024
Pfizer
0%
▼ 2.58%
2
Sell
Apr 02, 2024