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New Portfolio - New Portfolio

William T

New Portfolio
Individual Investor
Ranked #47,521 out of 795,507 TipRanks' Investors
Success Rate
69%
27 out of 39
profitable transactions
Average Return
40.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.96%
6-Month Return▲ 0.01%
12-Month Return▲ 21.63%
YTD Return▼ 10.67%
Total Return▲ 57.46%

Best Trade

Opened at
Closed at-
Gain▲ 310.56%

Bio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 10.92%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.98%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 7.57%
Nov 2024
▲ 5.34%
▼ 2.41%
▲ 4.46%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 6.37%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.91%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.65%
Mar 2025
▼ 13.55%
▼ 6.22%
▼ 5.36%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 10.92%
▲ 10.00%▼ 0.89%▼ 1.98%
▲ 25.98%▲ 5.96%▲ 7.57%
▲ 5.34%▼ 2.41%▲ 4.46%
▲ 5.99%▲ 2.69%▲ 6.37%
▼ 12.86%▼ 1.27%▼ 3.91%
▼ 1.80%▼ 5.57%▼ 7.65%
▼ 13.55%▼ 6.22%▼ 5.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
▲ 96.13%
5
Close
Nov 08, 2024
Alphabet Class A
25.25%
▲ 32.23%
6
Buy
Oct 21, 2024
Exxon Mobil
▲ 15.15%
2
Close
Oct 21, 2024
Baidu
▼ 28.52%
2
Close
Oct 21, 2024
Sea
▲ 61.59%
2
Close
Oct 21, 2024
Interactive Brokers
▲ 94.36%
2
Close
Oct 21, 2024
Nvidia
0%
▼ 22.80%
1
Open
Oct 21, 2024
Netflix
0%
▲ 18.94%
1
Open
Oct 21, 2024
Intel
0%
▼ 13.57%
1
Open
Oct 21, 2024
Uber Technologies
0%
▼ 10.17%
1
Open
Oct 21, 2024
Tesla
22.94%
▲ 38.35%
4
Buy
Feb 10, 2023
Alibaba
18.88%
▲ 0.55%
3
Buy
Feb 03, 2023
Microsoft
7.29%
▲ 51.32%
2
Buy
Jan 19, 2023
Apple
13.63%
▲ 32.59%
2
Buy
Jan 19, 2023
Adobe
▼ 30.80%
2
Close
Jan 19, 2023
Chevron
▲ 36.32%
2
Close
Jan 19, 2023
Coca-Cola
▲ 0.17%
2
Close
Jan 19, 2023
JPMorgan Chase
▼ 10.74%
2
Close
Jan 19, 2023
Mastercard
▼ 1.12%
2
Close
Jan 19, 2023
Pfizer
▼ 8.95%
2
Close
Jan 19, 2023