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New Portfolio - New Portfolio

PerformancePortfolio Details

Dani

New Portfolio
Individual Investor
Ranked #10,438 out of 783,334 TipRanks' Investors
Success Rate
79%
78 out of 99
profitable transactions
Average Return
54.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.36%
6-Month Return▲ 23.56%
12-Month Return▲ 89.70%
YTD Return▲ 11.36%
Total Return▲ 591.11%

Best Trade

AssetVista Oil &... (VIST)
Opened at
Closed at-
Gain▲ 1071.86%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 6.07%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.82%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 8.00%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.40%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.42%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.47%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.42%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 11.36%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 6.07%
▲ 8.13%▲ 1.21%▲ 4.82%
▼ 13.14%▲ 2.34%▲ 8.00%
▲ 2.93%▲ 2.10%▼ 0.40%
▲ 9.99%▼ 0.89%▲ 0.42%
▲ 26.04%▲ 5.96%▲ 7.47%
▲ 5.93%▼ 2.41%▼ 4.42%
▲ 3.19%▲ 2.68%▲ 11.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
OCS
Oculis Holding
1.48%
▲ 8.58%
2
Buy
Jan 14, 2025
BTC-USD
Bitcoin
―
▲ 39.18%
6
Close
Dec 20, 2024
NVDA
Nvidia
―
▲ 1.37%
2
Close
Dec 19, 2024
BABA
Alibaba
―
▲ 13.79%
1
Close
Dec 18, 2024
SMH
VanEck Semiconductor ETF
4.68%
▲ 119.02%
4
Buy
Oct 30, 2024
SOXX
iShares Semiconductor ETF
1.5%
▼ 20.52%
4
Open
Oct 30, 2024
VIST
Vista Oil & Gas SAB de CV
11.47%
▲ 257.79%
8
Buy
Oct 01, 2024
BRK.B
Berkshire Hathaway B
40.75%
▲ 55.05%
15
Buy
Aug 27, 2024
XLK
Technology Select Sector SPDR Fund
4.69%
▲ 6.98%
3
Buy
Aug 27, 2024
FHLC
Fidelity MSCI Health Care Index ETF
―
▲ 41.53%
4
Close
May 29, 2024
QQQ
Invesco QQQ Trust
14.7%
▲ 97.02%
4
Buy
May 22, 2024
ETH-USD
Ethereum
―
▲ 33.87%
3
Close
May 11, 2024
VTV
Vanguard Value ETF
3.67%
▲ 31.49%
13
Sell
Apr 25, 2024
MELI
Mercadolibre
3.84%
▲ 32.96%
9
Buy
Feb 20, 2024
VTI
Vanguard Total Stock Market ETF
9.42%
▲ 55.73%
8
Sell
Jun 07, 2023
SPY
SPDR S&P 500 ETF Trust
3.8%
▲ 52.04%
2
Buy
Mar 14, 2023
0V6
Vistra Energy
―
▲ 587.45%
1
Close
Oct 03, 2022
VCR
Vanguard Consumer Discretionary ETF
―
▲ 12.55%
5
Close
Apr 23, 2022
VOT
Vanguard Mid-Cap Growth ETF
―
▼ 8.83%
3
Close
Feb 11, 2022
VGT
Vanguard Information Technology ETF
―
▼ 8.04%
2
Close
Jan 20, 2022