New Portfolio - New Portfolio

avi

New Portfolio
Individual Investor
Ranked #218,893 out of 766,394 TipRanks' Investors
Success Rate
55%
536 out of 970
profitable transactions
Average Return
12.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.45%
6-Month Return▲ 17.64%
12-Month Return▲ 54.18%
YTD Return▲ 37.57%
Total Return▲ 73.51%

Best Trade

Opened at
Closed at
Gain▲ 236.29%

Bio

Long term plan

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.66%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.94%
May 2024
▼ 2.25%
▲ 3.53%
▲ 7.01%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 6.51%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 7.64%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.47%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.32%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 5.35%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.66%
▲ 11.46%▲ 5.06%▲ 8.94%
▼ 2.25%▲ 3.53%▲ 7.01%
▲ 25.72%▲ 1.21%▼ 6.51%
▼ 4.22%▲ 2.34%▲ 7.64%
▲ 7.82%▲ 2.10%▲ 2.47%
▲ 6.02%▼ 0.89%▼ 0.32%
▲ 22.71%▲ 5.30%▲ 5.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Mercadolibre
8.99%
▲ 58.26%
51
Buy
Nov 08, 2024
Nvidia
3.97%
▲ 47.79%
52
Sell
Nov 08, 2024
ASML Holding
7.16%
▲ 14.65%
24
Buy
Nov 08, 2024
Alphabet Class A
▼ 8.51%
42
Close
Nov 01, 2024
Advanced Micro Devices
9.99%
▲ 0.91%
49
Buy
Oct 31, 2024
Charles Schwab
▲ 14.07%
3
Close
Oct 15, 2024
Coupang
▲ 6.85%
14
Close
Sep 05, 2024
Zscaler
2.8%
▲ 66.69%
11
Sell
Sep 05, 2024
LVMH Moet Hennessy Louis Vuitton SE
▲ 0.25%
4
Close
Aug 19, 2024
Amazon
10.06%
▲ 49.67%
50
Buy
Aug 13, 2024
Taiwan Semiconductor Manufacturing
4.51%
▲ 14.53%
13
Buy
Aug 08, 2024
Monday.com
▲ 23.27%
2
Close
Jul 19, 2024
Microsoft
6.79%
▲ 39.52%
38
Sell
Jun 24, 2024
Invesco QQQ Trust
10.97%
▲ 56.28%
17
Sell
Jun 24, 2024
CrowdStrike Holdings
5.7%
▲ 98.97%
36
Sell
Jun 18, 2024
Shopify
▼ 14.40%
23
Close
Jun 11, 2024
Palo Alto Networks
▲ 85.09%
19
Close
May 08, 2024
Realty Income
▲ 1.97%
4
Close
Apr 19, 2024
VICI Properties
▲ 1.68%
7
Close
Apr 09, 2024
PDD Holdings
▼ 0.03%
9
Close
Mar 18, 2024