New Portfolio - New Portfolio

Stablefly

New Portfolio
Individual Investor
Ranked #341,629 out of 757,311 TipRanks' Investors
Success Rate
49%
23 out of 47
profitable transactions
Average Return
5.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.95%
6-Month Return▲ 7.39%
12-Month Return▲ 4.21%
YTD Return▲ 6.39%
Total Return▲ 7.55%

Best Trade

Opened at
Closed at
Gain▲ 238.73%

Bio

savings

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 0.83%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.46%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.22%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.96%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.92%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.73%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.41%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 1.07%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 0.83%
▲ 5.05%▲ 3.27%▲ 2.46%
▼ 12.40%▼ 4.03%▼ 0.22%
▲ 11.46%▲ 5.06%▲ 3.96%
▼ 2.25%▲ 3.53%▼ 1.92%
▲ 25.76%▲ 1.21%▲ 5.73%
▼ 4.21%▲ 2.34%▲ 0.41%
▲ 2.65%▼ 0.40%▼ 1.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cedar Fair
▲ 118.72%
4
Close
Jul 01, 2024
Six Flags
0.00%
1
Close
Jul 01, 2024
Anaplan
▲ 11.51%
2
Close
Jun 22, 2022
Realty Income
8.95%
▲ 4.00%
1
Open
Oct 29, 2021
Brookfield Corporation
▲ 11.75%
2
Close
Sep 01, 2021
Viatris
0.22%
▼ 18.76%
1
Open
Nov 24, 2020
Apple Hospitality REIT
▲ 28.84%
2
Close
Nov 09, 2020
Diageo
5.98%
▲ 3.19%
3
Buy
Oct 21, 2020
Cisco Systems
10.92%
▲ 30.73%
3
Buy
Oct 21, 2020
Coca-Cola
12.06%
▲ 60.09%
4
Buy
Oct 21, 2020
Vaccinex
0.03%
▼ 98.80%
2
Buy
Oct 21, 2020
Walt Disney
5.8%
▼ 28.48%
3
Buy
Oct 21, 2020
Alibaba
3.43%
▼ 55.15%
4
Buy
Oct 21, 2020
Boeing
6.4%
▼ 41.92%
4
Buy
Oct 21, 2020
Xinyuan Real Estate Co
0.42%
▼ 85.67%
2
Buy
Oct 21, 2020
PDD Holdings
4.66%
▲ 22.58%
2
Buy
Oct 21, 2020
Pfizer
4.84%
▼ 2.77%
2
Buy
Oct 21, 2020
Veru
▼ 8.99%
2
Close
Oct 21, 2020
Park Hotels & Resorts
▼ 5.98%
2
Close
Oct 21, 2020
Microsoft
▲ 4.32%
2
Close
Oct 21, 2020