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New Portfolio - New Portfolio

PerformancePortfolio Details

Pat

New Portfolio
Individual Investor
Ranked #23,922 out of 787,214 TipRanks' Investors
Success Rate
57%
97 out of 169
profitable transactions
Average Return
86.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.33%
6-Month Return▲ 19.37%
12-Month Return▲ 39.23%
YTD Return▲ 7.37%
Total Return▲ 287.09%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 3788.42%

Bio

This is my self managed equity portfolio, meant to be moderately aggressive. Dividend stocks and bonds in another portfolio.

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▼ 2.95%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.70%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.95%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.17%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 10.81%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 4.11%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 1.65%
Jan 2025
▼ 9.03%
▲ 1.61%
▲ 5.63%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 2.95%
▼ 13.14%▲ 2.34%▲ 1.70%
▲ 2.93%▲ 2.10%▲ 4.95%
▲ 9.99%▼ 0.89%▼ 0.17%
▲ 26.04%▲ 5.96%▲ 10.81%
▲ 5.81%▼ 2.41%▼ 4.11%
▲ 4.98%▲ 2.69%▲ 1.65%
▼ 9.03%▲ 1.61%▲ 5.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MSFT
Microsoft
4%
▲ 131.25%
7
Sell
Dec 01, 2024
VRT
Vertiv Holdings
5.2%
▲ 32.75%
5
Buy
Dec 01, 2024
NVO
Novo Nordisk
―
▲ 2.35%
3
Close
Dec 01, 2024
VST
Vistra Energy
3.59%
▲ 14.20%
3
Buy
Dec 01, 2024
ALAB
Astera Labs, Inc.
1.73%
▼ 19.95%
1
Open
Dec 01, 2024
AAPL
Apple
4.72%
▲ 273.37%
8
Sell
Nov 12, 2024
COST
Costco
6.15%
▲ 69.00%
2
Buy
Nov 12, 2024
DELL
Dell Technologies
3.5%
▼ 12.77%
2
Buy
Nov 11, 2024
EME
EMCOR Group
2.1%
▼ 16.63%
2
Buy
Nov 11, 2024
LUV
Southwest Airlines
―
▼ 7.10%
3
Close
Nov 10, 2024
SHOP
Shopify
―
▲ 167.49%
13
Close
Nov 10, 2024
PG
Procter & Gamble
―
▲ 12.99%
2
Close
Nov 10, 2024
SMCI
Super Micro Computer
5.81%
▲ 102.27%
2
Buy
Nov 10, 2024
PGR
Progressive
2.6%
▲ 3.51%
1
Open
Nov 10, 2024
ADBE
Adobe
―
▼ 17.26%
2
Close
May 05, 2024
FANG
Diamondback
―
▲ 46.16%
2
Close
Mar 24, 2024
EOG
EOG Resources
―
▲ 3.99%
2
Close
Feb 18, 2024
TRGP
Targa Resources
―
▲ 16.32%
2
Close
Feb 18, 2024
AMZN
Amazon
4.37%
▲ 53.24%
4
Open
Jan 29, 2024
TSLA
Tesla
1.74%
▲ 61.78%
2
Sell
Jan 21, 2024