tiprankstipranks

Portfolio_1 - New Portfolio

VVN

Portfolio_1
Individual Investor
Ranked #240,524 out of 783,619 TipRanks' Investors
Success Rate
57%
68 out of 119
profitable transactions
Average Return
8.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.48%
6-Month Return▲ 9.48%
12-Month Return▲ 22.65%
YTD Return▲ 4.48%
Total Return▲ 41.60%

Best Trade

Opened at
Closed at
Gain▲ 83.40%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.66%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 6.50%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.66%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 7.74%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 3.69%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.38%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.77%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 4.48%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.66%
▲ 8.13%▲ 1.21%▲ 6.50%
▼ 13.14%▲ 2.34%▲ 2.66%
▲ 2.93%▲ 2.10%▲ 7.74%
▲ 9.99%▼ 0.89%▼ 3.69%
▲ 26.04%▲ 5.96%▲ 4.38%
▲ 5.93%▼ 2.41%▼ 5.77%
▲ 3.19%▲ 2.68%▲ 4.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
2.29%
▲ 3.33%
4
Open
Nov 24, 2024
Target
▼ 6.38%
4
Close
Nov 24, 2024
Gaming and Leisure
2.67%
▲ 19.31%
4
Buy
Nov 24, 2024
Realty Income
9.15%
▼ 5.66%
2
Buy
Nov 24, 2024
Advanced Micro Devices
▲ 64.12%
4
Close
Nov 24, 2024
Apple
0.66%
▲ 69.14%
3
Sell
Nov 24, 2024
Ares Capital
3.23%
▲ 31.46%
2
Buy
Nov 24, 2024
Microstrategy
37.55%
▼ 15.70%
1
Open
Nov 24, 2024
Barings BDC
3.34%
▼ 1.27%
1
Open
Nov 24, 2024
Blackstone Secured Lending Fund
3.2%
▲ 6.04%
1
Open
Nov 24, 2024
Goldman Sachs BDC
3.51%
▲ 0.06%
1
Open
Nov 24, 2024
Blue Owl Capital
9.55%
▲ 1.84%
1
Open
Nov 24, 2024
OFS Credit Company
5.86%
▲ 0.78%
1
Open
Nov 24, 2024
Pennantpark Investment
6.98%
▲ 3.49%
1
Open
Nov 24, 2024
FS KKR Capital
6.38%
▲ 5.00%
1
Open
Nov 24, 2024
Nuveen Churchill Direct Lending Corp.
3.34%
▲ 3.21%
1
Open
Nov 24, 2024
Under Armour
▼ 4.52%
6
Close
Nov 11, 2024
Coca-Cola
▲ 12.34%
2
Close
Nov 11, 2024
Tesla
▲ 26.45%
8
Close
Nov 11, 2024
iShares Global Clean Energy UCITS ETF
▼ 31.23%
2
Close
Nov 11, 2024