New Portfolio - New Portfolio

Ava

New Portfolio
Individual Investor
Ranked #235,993 out of 757,492 TipRanks' Investors
Success Rate
48%
105 out of 220
profitable transactions
Average Return
18.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.35%
6-Month Return▲ 1.58%
12-Month Return▲ 20.21%
YTD Return▲ 5.69%
Total Return▲ 17.77%

Best Trade

Opened at
Closed at-
Gain▲ 1141.13%

Bio

Tech investor in NA/China. Specifically Software (application, enterprise, infrastructure, security and vertical market), Consumer Internet, (ecom, social media, fintech, gaming) and Cyclicals (semis, consumer, manufacturing and raw materials).

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 5.33%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.35%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.22%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.16%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.55%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.67%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.62%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 1.02%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 5.33%
▲ 5.05%▲ 3.27%▲ 2.35%
▼ 12.40%▼ 4.03%▼ 5.22%
▲ 11.46%▲ 5.06%▲ 2.16%
▼ 2.25%▲ 3.53%▲ 1.55%
▲ 25.76%▲ 1.21%▲ 2.67%
▼ 4.21%▲ 2.34%▼ 0.62%
▲ 2.65%▼ 0.40%▲ 1.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
▼ 99.98%
2
Close
Sep 13, 2024
Invitae
▼ 99.96%
2
Close
Jul 08, 2024
Everbridge
▼ 73.94%
2
Close
Jul 01, 2024
MiX Telematics
▲ 72.09%
2
Close
Mar 25, 2024
Alteryx
▼ 71.04%
2
Close
Mar 18, 2024
Splunk
▼ 18.74%
2
Close
Mar 15, 2024
VMware
▲ 16.23%
2
Close
Nov 21, 2023
Broadcom
0%
▲ 73.26%
1
Open
Nov 21, 2023
New Relic
▲ 25.17%
2
Close
Nov 07, 2023
Activision Blizzard
▲ 26.74%
2
Close
Oct 12, 2023
Altria Group
0%
▲ 24.57%
1
Open
Jul 09, 2023
Charles River Labs
0%
▲ 0.87%
1
Open
Jun 23, 2023
Oak Street Health
0.00%
2
Open
Jun 23, 2023
Cencora
0%
▲ 21.76%
1
Open
Jun 22, 2023
Resmed
0%
▲ 13.68%
1
Open
Jun 22, 2023
Dexcom
0%
▼ 43.16%
1
Open
Jun 22, 2023
Argenx Se
0%
▲ 33.89%
1
Open
Jun 22, 2023
Icon
0%
▲ 32.38%
1
Open
Jun 22, 2023
Novo Nordisk
0%
▲ 70.47%
1
Open
Jun 22, 2023
Merck & Company
0%
▲ 6.54%
1
Open
Jun 22, 2023